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MSCI
MSCI

Overview Fund Activity

1,072 hedge funds and large institutions have $40.9B invested in MSCI in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 392 increasing their positions, 420 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
14.38%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
115
Increased
392
Reduced
420
Closed
93
Calls
$76.5M
Puts
$198M
Net Calls
-$121M
Net Calls Change
-$264M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$553M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$208M
3
MG
Meritage Group
California
$180M
4
MAM
Magellan Asset Management
Australia
$176M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$454M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$7.58M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$346M
3
Capital International Investors
Capital International Investors
California
$31.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$162M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
301
State of Alaska Department of Revenue
Alaska
$6.5M -$236K -410 -4%
JIM
302
Jensen Investment Management
Oregon
$6.37M +$1.04M +1,810 +20%
BAM
303
Bell Asset Management
Australia
$6.29M +$517K +897 +9%
YAM
304
Yacktman Asset Management
Texas
$6.29M +$2.19M +3,790 +53%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$6.23M -$2.13M -3,698 -25%
CWM
306
Congress Wealth Management
Massachusetts
$6.21M +$122K +211 +2%
MCM
307
Marsico Capital Management
Colorado
$6.11M – – –
ACM
308
Advisors Capital Management
New Jersey
$6.1M +$84.8K +147 +1%
NYLIM
309
New York Life Investment Management
New York
$6.06M +$79.6K +138 +1%
BCI
310
Brinker Capital Investments
Pennsylvania
$5.99M -$613K -1,063 -9%
JG
311
Jain Global
New York
$5.89M +$5.89M +10,211 New
Wealth Enhancement Advisory Services
312
Wealth Enhancement Advisory Services
Minnesota
$5.86M -$2.23M -3,797 -28%
M&T Bank
313
M&T Bank
New York
$5.71M -$985K -1,707 -15%
EW
314
Evoke Wealth
California
$5.69M -$148K -256 -3%
VPIM
315
Vanguard Personalized Indexing Management
California
$5.65M +$129K +223 +2%
GLF
316
Groupe la Francaise
France
$5.64M +$793K +1,381 +16%
CWM
317
CIBC World Markets
New York
$5.62M +$201K +349 +4%
MOACM
318
Mutual of America Capital Management
New York
$5.6M +$396K +687 +8%
ECM
319
ExodusPoint Capital Management
New York
$5.58M -$2.25M -3,899 -29%
NAM
320
Nissay Asset Management
Japan
$5.55M -$42.7K -74 -0.8%
WBC
321
Westpac Banking Corp
Australia
$5.53M +$5.21M +9,040 +1,629%
DCM
322
Donaldson Capital Management
Indiana
$5.52M -$243K -421 -4%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$5.48M +$2.52M +4,372 +85%
LGF
324
LGT Group Foundation
Liechtenstein
$5.42M -$92.9K -161 -2%
FCM
325
Fortis Capital Management
Washington
$5.38M +$393K +682 +8%
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