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
HPC
176
HM Payson & Co
Maine
$17.6M
Fayez Sarofim & Co
177
Fayez Sarofim & Co
Texas
$17.4M
Korea Investment Corp
178
Korea Investment Corp
South Korea
$17.2M
PP
179
PensionDanmark Pensionsforsikringsaktieselskab
Denmark
$17.2M
LWCFA
180
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6M
PAI
181
Pittenger & Anderson Inc
Nebraska
$16.5M
Treasurer of the State of North Carolina
182
Treasurer of the State of North Carolina
North Carolina
$16.5M
Mariner
183
Mariner
Kansas
$16.4M
TYCC
184
Texas Yale Capital Corp
Florida
$16.2M
Jones Financial Companies
185
Jones Financial Companies
Missouri
$16.2M
HBCM
186
Heron Bay Capital Management
Michigan
$16M
Cerity Partners
187
Cerity Partners
New York
$16M
DSAM
188
Dock Street Asset Management
Florida
$15.9M
KK
189
KLP Kapitalforvaltning
Norway
$15.9M
WAM
190
Wilson Asset Management
Australia
$15.9M
IC
191
IEQ Capital
California
$15.8M
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$15.4M
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$15.2M
SCM
194
Steadfast Capital Management
New York
$14.8M
LOAME
195
Lombard Odier Asset Management (Europe)
United Kingdom
$14.7M
MJRIC
196
Mogy Joel R Investment Counsel
California
$14.5M
BDLIB
197
Banque de Luxembourg Investments (BLI)
Luxembourg
$14.5M
CIA
198
Choate Investment Advisors
Massachusetts
$14.4M
First Trust Advisors
199
First Trust Advisors
Illinois
$14M
State of New Jersey Common Pension Fund D
200
State of New Jersey Common Pension Fund D
New Jersey
$13.8M