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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 %
QCG
526
Quadrant Capital Group
Ohio
$1.2M +$457K +793 +62%
GAM
527
Generali Asset Management
Italy
$1.2M -$587K -1,017 -33%
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.19M -$82.5K -143 -6%
F8IS
529
Figure 8 Investment Strategies
Idaho
$1.18M -$15K -26 -1%
CAM
530
Creekmur Asset Management
Illinois
$1.18M +$338K +587 +40%
KIM
531
Kestra Investment Management
Texas
$1.17M +$517K +906 +80%
TCA
532
Transcend Capital Advisors
New Jersey
$1.16M +$333K +577 +40%
HA
533
HHLR Advisors
Cayman Islands
$1.16M -$69.2K -120 -6%
AssetMark Inc
534
AssetMark Inc
California
$1.16M -$1.32M -2,282 -53%
KeyBank National Association
535
KeyBank National Association
Ohio
$1.14M -$98K -170 -8%
CFG
536
Citizens Financial Group
Rhode Island
$1.14M +$25.9K +45 +2%
WG
537
Winton Group
United Kingdom
$1.14M +$1.14M +1,973 New
FRA
538
Frank Rimerman Advisors
California
$1.12M -$59.4K -103 -5%
PS
539
Principal Securities
Iowa
$1.12M -$23.6K -41 -2%
MML Investors Services
540
MML Investors Services
Massachusetts
$1.11M -$1.71M -2,968 -61%
TFA
541
Toth Financial Advisory
Virginia
$1.11M +$114K +198 +12%
AC
542
Annandale Capital
Texas
$1.1M +$1.1M +1,900 New
RS
543
R Squared
Hong Kong
$1.09M +$126K +218 +13%
SCA
544
Snowden Capital Advisors
New York
$1.09M -$245K -425 -18%
LWM
545
Liberty Wealth Management
California
$1.09M – – –
PCIA
546
Prime Capital Investment Advisors
Kansas
$1.06M +$674K +1,168 +173%
HWM
547
HB Wealth Management
Georgia
$1.05M +$175K +304 +20%
KAS
548
Kestra Advisory Services
Texas
$1.05M -$266K -461 -20%
ECM
549
Everence Capital Management
Indiana
$1.04M – – –
OAM
550
Ostrum Asset Management
France
$1.04M -$1.3M -2,261 -56%
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