We are live on ! Find out more

1,053 hedge funds and large institutions have $35B invested in MSCI in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 362 increasing their positions, 425 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $38.7B → $35B (-$3.62B)

15% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 425

49% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $126M

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.8M
Puts
$126M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1076
Aurora Investment Managers
Florida
FC
1077
FORA Capital
Florida
RCA
1078
Runnymede Capital Advisors
Ohio
WIA
1079
Wealthedge Investment Advisors
New York
A
1080
AlphaQuest
New York
AC
1081
Annandale Capital
Texas
GAM
1082
Generali Asset Management
Italy
FCM
1083
Fairbanks Capital Management
California
CWA
1084
Carolina Wealth Advisors
South Carolina
AC
1085
AXQ Capital
New Jersey
TA
1086
Tiptree Advisors
New York
F8IS
1087
Figure 8 Investment Strategies
Idaho
HWM
1088
Hohimer Wealth Management
Washington
DIM
1089
Delta Investment Management
California
KIM
1090
Kestra Investment Management
Texas
EAM
1091
Empirical Asset Management
Massachusetts
FAM
1092
Fred Alger Management
New York
OWCM
1093
One Wealth Capital Management
Arizona
AAMU
1094
AEGON Asset Management (UK)
United Kingdom
DAS
1095
Diversify Advisory Services
Utah
FLPIM
1096
F.L. Putnam Investment Management
Massachusetts
HAG
1097
HighPoint Advisor Group
Illinois
BA
1098
Bridgewater Associates
Connecticut
OF
1099
Optimize Financial
California
IIC
1100
Integrated Investment Consultants
Michigan