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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
ACM
1101
Aster Capital Management
United Arab Emirates
First Manhattan
1102
First Manhattan
New York
HH
1103
Hilltop Holdings
Texas
AC
1104
Armistice Capital
New York
SMA
1105
Sage Mountain Advisors
Georgia
EDRH
1106
Edmond de Rothschild Holding
Switzerland
SFS
1107
Security Financial Services
Indiana
ACA
1108
Aptus Capital Advisors
Alabama
VFA
1109
Valeo Financial Advisors
Indiana
MWM
1110
Moran Wealth Management
Florida
BCM
1111
Bourgeon Capital Management
Connecticut
FFM
1112
Forum Financial Management
Illinois
PCM
1113
Prelude Capital Management
New York
SFS
1114
Sowell Financial Services
Arkansas
HP
1115
Havemeyer Place
Connecticut
AAB
1116
ABN AMRO Bank
Netherlands
AR
1117
Apeiron RIA
Texas
CNBOF
1118
City National Bank of Florida
Florida
BOSSRA
1119
B.O.S.S. Retirement Advisors
Utah
CWP
1120
Curated Wealth Partners
California
WCM
1121
Washington Capital Management
Washington
IEFM
1122
IQ EQ Fund Management
Ireland
HCM
1123
Howard Capital Management
Georgia
CAMG
1124
CWA Asset Management Group
Florida
FFS
1125
Founders Financial Securities
Maryland