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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
AWM
1126
Axxcess Wealth Management
California
FCM
1127
Fortis Capital Management
Washington
MW
1128
Marble Wealth
Alabama
MYAM
1129
Meiji Yasuda Asset Management
Japan
WC
1130
Waterloo Capital
Texas
WWC
1131
Waypoint Wealth Counsel
Georgia
CI
1132
Conning Inc
Connecticut
BBA
1133
Baader Bank Aktiengesellschaft
Germany
MG
1134
Marex Group
PWMAG
1135
Pinnacle Wealth Management Advisory Group
New Jersey
AA
1136
ABC Arbitrage
France
SG
1137
StoneX Group
New York
HKIMG
1138
Hutchens & Kramer Investment Management Group
Indiana
D.E. Shaw & Co
1139
D.E. Shaw & Co
New York
RA
1140
Ritter Alpha
New York
AA
1141
Armis Advisers
Georgia
PFPG
1142
Pinnacle Financial Partners (Georgia)
Georgia
FMLI
1143
Fukoku Mutual Life Insurance
Japan
HBS
1144
Howard Bailey Securities
Indiana
Optiver Holding
1145
Optiver Holding
Netherlands
GCM
1146
Goldstream Capital Management
Hong Kong
SIM
1147
Sentry Investment Management
Wisconsin
DT
1148
DV Trading
Illinois
CFFP
1149
Center for Financial Planning
Michigan
Group One Trading
1150
Group One Trading
Illinois