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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 %
SA
501
SRN Advisors
Pennsylvania
$1.46M +$50.2K +87 +4%
LC
502
Lincoln Capital
Nebraska
$1.45M – – –
GCGDR
503
Geo Capital Gestora de Recursos
Brazil
$1.43M +$1.37M +2,378 +2,452%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$1.42M -$1.15K -2 -0.1%
MT
505
Midwest Trust
Kansas
$1.42M +$1.42M +2,456 New
I
506
InceptionR
California
$1.4M +$1.4M +2,423 New
NL
507
NVWM LLC
Pennsylvania
$1.39M +$367K +637 +36%
BG
508
BDF Gestion
France
$1.39M -$152K -263 -10%
BSI
509
Bennett Selby Investments
Maine
$1.38M +$6.92K +12 +0.5%
BJL
510
Brighton Jones LLC
Washington
$1.38M +$1.11M +1,917 +404%
CIC
511
Cornercap Investment Counsel
Georgia
$1.37M -$31.1K -54 -2%
HI
512
Horizon Investments
North Carolina
$1.36M +$577K +1,001 +74%
NIG
513
NFJ Investment Group
Texas
$1.35M -$29.3M -50,755 -96%
CIAS
514
Capital Investment Advisory Services
North Carolina
$1.34M +$5.77K +10 +0.4%
FPAS
515
Focus Partners Advisor Solutions
Missouri
$1.34M +$98K +170 +8%
N
516
Numerai
California
$1.33M +$671K +1,163 +102%
LCM
517
Landscape Capital Management
New Jersey
$1.33M +$1.02M +1,774 +339%
EWA
518
EP Wealth Advisors
California
$1.29M -$2.88K -5 -0.2%
AWM
519
AE Wealth Management
Kansas
$1.28M -$116K -201 -8%
NW
520
NewEdge Wealth
Pennsylvania
$1.28M -$64.9K -119 -5%
PCS
521
Personal CFO Solutions
New Jersey
$1.24M -$8.08K -14 -0.6%
EH
522
Equitable Holdings
New York
$1.23M +$200K +347 +19%
PMG
523
ProVise Management Group
Florida
$1.23M -$5.77K -10 -0.5%
DKCM
524
Davidson Kahn Capital Management
California
$1.21M +$56.1K +97 +5%
Luther King Capital Management (LKCM)
525
Luther King Capital Management (LKCM)
Texas
$1.2M +$1.73K +3 +0.1%
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