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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 %
AWM
451
Apollon Wealth Management
South Carolina
$2.14M -$1.04M -1,798 -33%
NMERB
452
New Mexico Educational Retirement Board
New Mexico
$2.13M – – –
CNBT
453
Canandaigua National Bank & Trust
New York
$2.13M -$18.5K -32 -0.9%
MSRPS
454
Maryland State Retirement & Pension System
Maryland
$2.11M +$58.8K +102 +3%
CFO
455
Callan Family Office
Pennsylvania
$2.09M +$1.01M +1,747 +93%
GAM
456
Groupama Asset Management
France
$2.09M -$288K -500 -12%
FC
457
FORA Capital
Florida
$2.08M +$2.08M +3,613 New
DIM
458
Delta Investment Management
California
$2.07M -$273K -474 -12%
WIC
459
WealthBridge Investment Counsel
Alberta, Canada
$2.05M +$349K +605 +20%
Allspring Global Investments
460
Allspring Global Investments
North Carolina
$2.05M -$9.3K -16 -0.5%
AI
461
Atom Investors
Texas
$2.01M +$2.01M +3,492 New
Fisher Asset Management
462
Fisher Asset Management
Washington
$2.01M -$748K -1,296 -27%
BF
463
BOK Financial
Oklahoma
$1.98M +$33.5K +58 +2%
PCA
464
Pallas Capital Advisors
Massachusetts
$1.96M -$1.17M -2,023 -37%
GT
465
Greenleaf Trust
Michigan
$1.92M -$83.6K -145 -4%
SG Americas Securities
466
SG Americas Securities
New York
$1.9M -$28.3M -49,099 -94%
TCPG
467
Trivant Custom Portfolio Group
California
$1.89M -$27.7K -48 -1%
VCA
468
Verdence Capital Advisors
Maryland
$1.88M +$36.9K +64 +2%
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$1.87M +$46.7K +81 +3%
JSSH
470
J. Safra Sarasin Holding
$1.87M +$937K +1,624 +100%
Janney Montgomery Scott
471
Janney Montgomery Scott
Pennsylvania
$1.84M -$328K -569 -15%
FIM
472
Freedom Investment Management
Connecticut
$1.84M -$77.3K -134 -4%
SI
473
Stephens Inc
Arkansas
$1.83M +$1.73K +3 +0.1%
IWC
474
Integrated Wealth Concepts
Massachusetts
$1.82M +$783K +1,358 +75%
TAM
475
Trillium Asset Management
Massachusetts
$1.82M -$788K -1,367 -30%
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