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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
EI
1151
eCIO Inc
Wisconsin
HIA
1152
Harbor Investment Advisory
Maryland
EBA
1153
Eagle Bay Advisors
New York
EW
1154
Elyxium Wealth
California
TH
1155
TCTC Holdings
Texas
BDPWM
1156
Barnes Dennig Private Wealth Management
Ohio
LAS
1157
Lloyd Advisory Services
Georgia
NIG
1158
NFJ Investment Group
Texas
SGK
1159
Steigerwald Gordon & Koch
Virginia
TPBG
1160
Turning Point Benefit Group
Maryland
HHMI
1161
Howard Hughes Medical Institute
Maryland
CAM
1162
Close Asset Management
United Kingdom
FHA
1163
Flagship Harbor Advisors
Massachusetts
SRCM
1164
Signature Resources Capital Management
California
AIS
1165
Advocate Investing Services
Maryland
BAM
1166
Bellevue Asset Management
Washington
IWM
1167
IMG Wealth Management
Florida
MDA
1168
Minot DeBlois Advisors
Massachusetts
OC
1169
Optima Capital
Oregon
DI
1170
DAGCO Inc
Ohio
LB
1171
Legacy Bridge
Iowa
TF
1172
Tompkins Financial
New York
HDIM
1173
Hanson & Doremus Investment Management
Vermont
NWM
1174
Nova Wealth Management
Florida
QA
1175
Quattro Advisors
Pennsylvania