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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, 419 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
14.37%
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
419
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
+$486M
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
+$98.4M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$362M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$269M
3
Capital International Investors
Capital International Investors
California
-$226M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$117M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
351
Inspire Investing
Idaho
$4.3M -$79.6K -138 -2%
MFG
352
Merit Financial Group
Georgia
$4.3M +$89.4K +155 +2%
AA
353
ALPS Advisors
Colorado
$4.25M -$20.8K -36 -0.5%
SICM
354
Sustainable Insight Capital Management
New York
$4.21M -$613K -1,063 -13%
PWG
355
Portside Wealth Group
Utah
$4.14M -$8.65K -15 -0.2%
Lazard Asset Management
356
Lazard Asset Management
New York
$4.14M -$127K -221 -3%
EI
357
Ethic Inc
New York
$4.14M -$206K -358 -5%
BWM
358
Bulltick Wealth Management
Florida
$4.05M – – –
CP
359
Cumberland Partners
Ontario, Canada
$4.04M +$721K +1,250 +22%
Cetera Investment Advisers
360
Cetera Investment Advisers
Illinois
$4.01M -$669K -1,160 -14%
LCM
361
Logan Capital Management
Pennsylvania
$4M -$998K -1,730 -20%
VU
362
Vanderbilt University
Tennessee
$4M +$188K +326 +5%
Wealthfront Advisers
363
Wealthfront Advisers
California
$3.95M +$370K +641 +10%
XT
364
XTX Topco
Cayman Islands
$3.95M +$3.69M +6,391 +1,417%
DA
365
Dash Acquisitions
California
$3.9M +$229K +431 +6%
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$3.87M – – –
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$3.86M +$594K +1,030 +18%
UM
368
UniSuper Management
Australia
$3.81M -$57.7K -100 -1%
KIA
369
Knollwood Investment Advisory
Maryland
$3.8M – – –
TC
370
Tsai Capital
New York
$3.8M -$13.8K -24 -0.4%
YIH
371
Y-Intercept (HK)
Hong Kong
$3.8M +$2.51M +4,355 +195%
PCP
372
Perbak Capital Partners
United Kingdom
$3.7M +$3.19M +5,535 +624%
AAM
373
Advisors Asset Management
Colorado
$3.7M +$37.5K +65 +1%
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$3.68M -$409K -710 -10%
IWA
375
Icon Wealth Advisors
Texas
$3.63M -$5.19K -9 -0.1%
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