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

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
$797K
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
GLF
Groupe la Francaise
France
$4.77M
4
A
AustralianSuper
Australia
$0
5
AC
AKO Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
551
Montag & Associates
Georgia
$1.01M +$50.3K +89 +5%
IFWM
552
Institute for Wealth Management
Colorado
$1M +$128K +226 +15%
CF
553
Copperwynd Financial
Arizona
$1M +$51.5K +91 +5%
NL
554
NVWM LLC
Pennsylvania
$1M +$2.83K +5 +0.3%
HCA
555
Harbor Capital Advisors
Illinois
$996K +$280K +496 +39%
BP
556
Ballentine Partners
Massachusetts
$994K +$5.66K +10 +0.6%
DWM
557
Diversify Wealth Management
Utah
$990K -$143K -265 -13%
TFA
558
Toth Financial Advisory
Virginia
$973K +$473K +836 +95%
WAG
559
Wallace Advisory Group
California
$967K +$10.2K +17 +1%
CC
560
Centiva Capital
New York
$964K +$672K +1,188 +230%
FRM
561
Fox Run Management
Connecticut
$944K -$610K -1,079 -39%
RS
562
R Squared
Hong Kong
$944K +$594K +1,050 +169%
MAS
563
Meeder Advisory Services
Ohio
$931K +$2.26K +4 +0.2%
GC
564
Guggenheim Capital
Illinois
$930K -$122K -216 -12%
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
$929K +$109K +192 +13%
FAM
566
Fairtree Asset Management
South Africa
$925K +$250K +442 +37%
JSSH
567
J. Safra Sarasin Holding
$916K -$80.9K -143 -8%
OWM
568
Opes Wealth Management
California
$905K +$905K +1,600 New
BMC
569
Benin Management Corp
Connecticut
$904K – – –
ACMA
570
Arbor Capital Management (Alaska)
Alaska
$897K +$20.4K +36 +2%
RI
571
Redwood Investments
Massachusetts
$896K -$31.7K -56 -3%
FCM
572
FJ Capital Management
Virginia
$890K +$299K +528 +51%
LA
573
LVW Advisors
New York
$884K +$58.2K +103 +7%
SAM
574
Sompo Asset Management
Japan
$877K -$56.6K -100 -6%
TCB
575
Texas Capital Bancshares
Texas
$875K -$6.22K -11 -0.7%
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