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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 %
CF
551
Copperwynd Financial
Arizona
$1.03M +$11.5K +20 +1%
MA
552
Montag & Associates
Georgia
$1.03M – – –
HCA
553
Harbor Capital Advisors
Illinois
$1.01M -$6.92K -12 -0.7%
IFWM
554
Institute for Wealth Management
Colorado
$994K -$30.6K -53 -3%
MSA
555
MUFG Securities Americas
New York
$989K +$196K +340 +25%
CGH
556
Crossmark Global Holdings
Texas
$984K -$404K -701 -29%
ETC
557
Exchange Traded Concepts
Oklahoma
$980K +$495K +859 +102%
GWP
558
Gen-Wealth Partners
Michigan
$980K +$99.2K +172 +11%
LA
559
LVW Advisors
New York
$975K +$73.8K +128 +8%
SCI
560
Stableford Capital II
Arizona
$971K +$971K +1,777 New
BP
561
Ballentine Partners
Massachusetts
$969K -$45K -78 -4%
Tudor Investment Corp
562
Tudor Investment Corp
Connecticut
$959K -$14.1M -24,468 -94%
CAM
563
Cresset Asset Management
Illinois
$958K -$239K -414 -20%
VI
564
Vestcor Inc
New Brunswick, Canada
$955K +$127K +221 +15%
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
$950K +$2.31K +4 +0.2%
FAM
566
Fairtree Asset Management
South Africa
$943K – – –
WAG
567
Wallace Advisory Group
California
$943K +$31.1K +55 +3%
PAS
568
Park Avenue Securities
New York
$934K +$934K +1,619 New
GC
569
Guggenheim Capital
Illinois
$929K -$20.2K -35 -2%
DWM
570
Diversify Wealth Management
Utah
$927K -$81.4K -148 -8%
EAM
571
Erste Asset Management
Austria
$926K +$926K +1,607 New
OWM
572
Opes Wealth Management
California
$923K – – –
BMC
573
Benin Management Corp
Connecticut
$922K – – –
Connor, Clark & Lunn Investment Management (CC&L)
574
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$920K +$920K +1,596 New
MAS
575
Meeder Advisory Services
Ohio
$915K -$34K -59 -4%
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