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MSCI
MSCI

Overview Fund Activity

1,065 hedge funds and large institutions have $39.5B invested in MSCI in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 402 increasing their positions, 376 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+10
Holders Change %
+0.95%
% of All Funds
14.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
123
Increased
402
Reduced
376
Closed
93
Calls
$216M
Puts
$73.9M
Net Calls
+$142M
Net Calls Change
+$217M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.3B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$366M
3
Millennium Management
3
Millennium Management
New York
$390M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$431M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$417M

Top Sellers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$797K
2
Morgan Stanley
2
Morgan Stanley
New York
$668M
3
GLF
3
Groupe la Francaise
France
$4.77M
4
A
4
AustralianSuper
Australia
$0
5
AC
5
AKO Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
526
KeyBank National Association
Ohio
$1.22M +$122K +216 +11%
PMG
527
ProVise Management Group
Florida
$1.22M -$48.1K -85 -4%
FPAS
528
Focus Partners Advisor Solutions
Missouri
$1.21M +$1.21M +2,148 New
HA
529
HHLR Advisors
Cayman Islands
$1.2M -$861K -1,522 -42%
GPGA
530
Grandeur Peak Global Advisors
Utah
$1.19M +$60.5K +107 +5%
PS
531
Principal Securities
Iowa
$1.19M – – –
AAS
532
Avantax Advisory Services
Texas
$1.18M -$18.1K -32 -2%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$1.18M -$55.4K -98 -4%
F8IS
534
Figure 8 Investment Strategies
Idaho
$1.17M +$62.2K +110 +6%
CAM
535
Cresset Asset Management
Illinois
$1.17M +$76.9K +136 +7%
FRA
536
Frank Rimerman Advisors
California
$1.16M +$16.4K +29 +1%
Envestnet Portfolio Solutions
537
Envestnet Portfolio Solutions
Illinois
$1.14M -$1.34M -2,376 -54%
CG
538
Caprock Group
Idaho
$1.14M -$331K -585 -23%
DKCM
539
Davidson Kahn Capital Management
California
$1.13M +$95K +168 +9%
EF
540
Empowered Funds
Pennsylvania
$1.13M +$80.3K +142 +8%
PA
541
Procyon Advisors
Connecticut
$1.11M -$124K -220 -10%
CFG
542
Citizens Financial Group
Rhode Island
$1.09M +$17.5K +31 +2%
LWM
543
Liberty Wealth Management
California
$1.06M – – –
CFO
544
Callan Family Office
Pennsylvania
$1.06M +$218K +386 +26%
DTL
545
Dynamic Technology Lab
Singapore
$1.06M +$232K +410 +28%
EPIMS
546
Evelyn Partners Investment Management Services
$1.05M +$1.05M +1,920 New
RFC
547
Regions Financial Corp
Alabama
$1.02M -$69K -122 -6%
IWC
548
Integrated Wealth Concepts
Massachusetts
$1.02M +$78.6K +139 +8%
ECM
549
Everence Capital Management
Indiana
$1.02M – – –
EH
550
Equitable Holdings
New York
$1.01M +$238K +420 +31%
20 21
22
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