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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 %
KC
476
Katamaran Capital
United Kingdom
$1.81M +$1.81M +3,131 New
TE
477
Tema ETFs
New York
$1.8M +$127K +221 +8%
BAMF
478
BI Asset Management Fondsmaeglerselskab
Denmark
$1.77M +$486K +842 +38%
SI
479
Sora Investors
Pennsylvania
$1.75M +$1.75M +3,035 New
HIIFS
480
Harel Insurance Investments & Financial Services
Israel
$1.75M -$133K -231 -7%
ALMGDA
481
AG2R La Mondiale Gestion d'Actifs
France
$1.74M – – –
Fifth Third Bancorp
482
Fifth Third Bancorp
Ohio
$1.71M -$1.28M -2,226 -43%
Lido Advisors
483
Lido Advisors
California
$1.69M +$962K +1,667 +131%
Fuller & Thaler Asset Management
484
Fuller & Thaler Asset Management
California
$1.66M +$101K +175 +6%
OAC
485
OMERS Administration Corp
Ontario, Canada
$1.63M – – –
IA
486
IFP Advisors
Florida
$1.61M +$339K +588 +27%
MGP
487
Metis Global Partners
California
$1.6M -$217K -376 -12%
EF
488
Empirical Finance
Pennsylvania
$1.6M +$11.5K +20 +0.7%
BBVA
489
Banco Bilbao Vizcaya Argentaria
Spain
$1.57M -$749K -1,302 -32%
CWM
490
Cabot Wealth Management
Massachusetts
$1.56M +$1.56M +2,709 New
TRCT
491
Tower Research Capital (TRC)
New York
$1.56M -$33.5K -58 -2%
AIM
492
Achmea Investment Management
Netherlands
$1.55M – – –
CHC
493
City Holding Co
West Virginia
$1.54M -$56.5K -98 -4%
DWM
494
Dakota Wealth Management
Florida
$1.52M -$547K -948 -26%
BS
495
Banco Santander
Spain
$1.5M +$1.5M +2,603 New
SFA
496
Sequoia Financial Advisors
Ohio
$1.48M +$63.5K +110 +4%
QCM
497
QRG Capital Management
Illinois
$1.48M -$159K -276 -10%
CP
498
CenterBook Partners
Connecticut
$1.47M +$1.09M +1,891 +288%
FCM
499
Fairbanks Capital Management
California
$1.46M +$92.3K +160 +7%
GAM
500
Gotham Asset Management
New York
$1.46M +$848K +1,471 +139%
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