1,018 hedge funds and large institutions have $38.6B invested in MSCI in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 401 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

24% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 126

Holders
1,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$160M
Puts
$146M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
501
Fulcrum Asset Management
United Kingdom
$1.09M
FRA
502
Frank Rimerman Advisors
California
$1.08M
KeyBank National Association
503
KeyBank National Association
Ohio
$1.08M
FC
504
FORA Capital
Florida
$1.07M
LWM
505
Liberty Wealth Management
California
$1.07M
TSW
506
Three Seasons Wealth
Utah
$1.07M
PCIA
507
Prime Capital Investment Advisors
Kansas
$1.02M
ECM
508
Everence Capital Management
Indiana
$1.02M
SCI
509
Stableford Capital II
Arizona
$1.01M
IFWM
510
Institute for Wealth Management
Colorado
$1M
EPIMS
511
Evelyn Partners Investment Management Services
$1M
LA
512
LVW Advisors
New York
$1M
KAS
513
Kestra Advisory Services
Texas
$998K
VAS
514
Vestmark Advisory Solutions
Massachusetts
$986K
GWP
515
Gen-Wealth Partners
Michigan
$983K
PAS
516
Park Avenue Securities
New York
$975K
HCA
517
Harbor Capital Advisors
Illinois
$971K
CFG
518
Citizens Financial Group
Rhode Island
$961K
BP
519
Ballentine Partners
Massachusetts
$958K
HWM
520
Hohimer Wealth Management
Washington
$954K
CAM
521
Cresset Asset Management
Illinois
$930K
RIM
522
Rakuten Investment Management
Japan
$928K
SSA
523
Schonfeld Strategic Advisors
New York
$919K
DFC
524
DB Fitzpatrick & Co
Idaho
$908K
OWM
525
Opes Wealth Management
California
$908K