MSCI

MSCI

Market cap $43.1B

743 hedge funds and large institutions have $29.7B invested in MSCI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 319 reducing their positions, and 126 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

743

Holders Change

-73

Holders Change %

-8.95%

% of All Funds

12.56%

Holding in Top 10

Holding in Top 10 Change

-8

Holding in Top 10 Change %

-44.44%

% of All Funds

0.17%

New

Increased

257

Reduced

319

Closed

126

Calls

$104M

Puts

$98.6M

Net Calls

+$5.68M

Net Calls Change

+$71.4M

Top Buyers

1	1 T. Rowe Price Associates Baltimore, Maryland	$1.41B
2	2 Capital Research Global Investors Los Angeles, California	$771M
3	3 Morgan Stanley New York	$291M
4	DCP 4 Durable Capital Partners Bethesda, Maryland	$621M
5	PI 5 Putnam Investments Boston, Massachusetts	$123M

Top Sellers

1	1 Polen Capital Management Boca Raton, Florida	$0
2	2 State Street Boston, Massachusetts	$1.36B
3	3 Invesco Atlanta, Georgia	$213M
4	4 Fidelity Investments Boston, Massachusetts	$1.37B
5	FPP 5 Findlay Park Partners London, United Kingdom	$0

#	Name	Holding	Trade Value	Shares Change	Shares Change %
501	501 Lazard Asset Management New York	$402K	-$1.27M	-3,081	-76%
502	FC 502 Forte Capital Rochester, New York	$401K	+$7.43K	+18	+2%
503	RA 503 RFG Advisory Birmingham, Alabama	$398K	+$13.4K	+27	+3%
504	RJT 504 Raymond James Trust St. Petersburg, Florida	$397K	+$42.1K	+102	+12%
505	BWP 505 BSW Wealth Partners Boulder, Colorado	$395K	+$48.2K	+117	+14%
506	PP 506 Prudential plc London, England, United Kingdom	$390K	-$184K	-446	-32%
507	TC 507 Telemus Capital Southfield, Michigan	$384K	-$72.1K	-175	-16%
508	CGL 508 Clarius Group LLC Seattle, Washington	$384K	+$28.9K	+70	+8%
509	ZB 509 Zions Bancorporation Salt Lake City, Utah	$373K	+$13.2K	+32	+4%
510	PI 510 PineBridge Investments New York	$372K	-$7.6M	-18,422	-95%
511	PA 511 Profund Advisors Bethesda, Maryland	$366K	-$114K	-277	-24%
512	MAM 512 Magellan Asset Management Sydney, Australia	$362K	+$36.7K	+89	+11%
513	BFA 513 BMS Financial Advisors Rapid City, South Dakota	$361K	+$33.8K	+82	+10%
514	SFI 514 Siemens Fonds Invest Munich, Germany	$356K	–	–	–
515	MFG 515 Menard Financial Group Houston, Texas	$352K	-$144K	-349	-29%
516	TAM 516 Trust Asset Management Houston, Texas	$352K	+$7.01K	+17	+2%
517	TCBWMS 517 Texas Capital Bank Wealth Management Services Dallas, Texas	$350K	-$7K	-17	-2%
518	WWP 518 WR Wealth Planners Columbia, Missouri	$345K	+$9.07K	+22	+3%
519	C 519 Certuity North Palm Beach, Florida	$342K	-$131K	-319	-28%
520	BAM 520 Blueshift Asset Management Red Bank, New Jersey	$342K	+$157K	+382	+85%
521	FMAEN1 521 Fund Management at Engine No 1 San Francisco, California	$338K	+$54.1K	+131	+19%
522	SS 522 Simplicity Solutions Minneapolis, Minnesota	$328K	+$71.7K	+174	+28%
523	VIA 523 Vident Investment Advisory Alpharetta, Georgia	$328K	+$328K	+810	New
524	524 Lido Advisors Los Angeles, California	$326K	+$26.3K	+64	+9%
525	JF 525 JSF Financial Los Angeles, California	$323K	–	–	–

MSCI MSCI Market cap $43.1B

Top Buyers

Top Sellers

MSCI

MSCI

Market cap $43.1B