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
BMC
526
Benin Management Corp
Connecticut
$907K
KJHP
527
K.J. Harrison & Partners
Ontario, Canada
$905K
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$904K
Luther King Capital Management (LKCM)
529
Luther King Capital Management (LKCM)
Texas
$891K
EC
530
Eleva Capital
France
$888K
CCM
531
Coldstream Capital Management
Washington
$881K
IP
532
Intellectus Partners
California
$877K
DWM
533
Diversify Wealth Management
Utah
$877K
FAM
534
Fred Alger Management
New York
$874K
JSSH
535
J. Safra Sarasin Holding
$873K
CPCPP
536
Canada Post Corporation Pension Plan
Canada
$864K
DIM
537
Delta Investment Management
California
$860K
TC
538
TownSquare Capital
Utah
$858K
GF
539
Gries Financial
Ohio
$847K
MSE
540
MUFG Securities EMEA
United Kingdom
$840K
TSS
541
Two Sigma Securities
New York
$838K
AFG
542
Atomi Financial Group
New York
$837K
GC
543
Guggenheim Capital
Illinois
$836K
EWA
544
EverSource Wealth Advisors
Alabama
$830K
BI
545
BlueSpruce Investments
Illinois
$829K
VI
546
Vestcor Inc
New Brunswick, Canada
$823K
PCM
547
Polymer Capital Management
New York
$822K
BIG
548
Brooklyn Investment Group
New York
$817K
KIM
549
Kestra Investment Management
Texas
$811K
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$808K