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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 %
EC
576
Eleva Capital
France
$903K +$903K +1,565 New
SAM
577
Sompo Asset Management
Japan
$894K – – –
IP
578
Intellectus Partners
California
$891K – – –
BMCM
579
Bryn Mawr Capital Management
Pennsylvania
$879K +$9.81K +17 +1%
TCB
580
Texas Capital Bancshares
Texas
$877K -$16.1K -28 -2%
GF
581
Gries Financial
Ohio
$868K +$11.5K +20 +1%
CCM
582
Coldstream Capital Management
Washington
$864K -$9.23K -16 -1%
CC
583
Centiva Capital
New York
$858K -$125K -217 -13%
MCC
584
Malaga Cove Capital
California
$857K +$278K +482 +48%
SW
585
Simplicity Wealth
New Jersey
$851K +$547K +948 +180%
BI
586
BlueSpruce Investments
Illinois
$843K – – –
RCM
587
RB Capital Management
Nevada
$833K -$17.9K -31 -2%
SS
588
SBI Securities
Japan
$824K -$23.1K -40 -3%
TSW
589
Three Seasons Wealth
Utah
$823K -$3.46K -6 -0.4%
HWM
590
Hohimer Wealth Management
Washington
$820K +$14.4K +25 +2%
NP
591
NorthRock Partners
Minnesota
$817K +$318K +551 +64%
BIG
592
Brooklyn Investment Group
New York
$814K +$409K +710 +101%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$811K +$811K +1,407 New
EWA
594
EverSource Wealth Advisors
Alabama
$810K +$457K +792 +129%
BOSSRA
595
B.O.S.S. Retirement Advisors
Utah
$809K -$57.7K -100 -7%
NA
596
Navellier & Associates
Nevada
$807K -$6.92K -12 -0.9%
WPC
597
Wedmont Private Capital
Pennsylvania
$797K -$27.3K -47 -3%
AFG
598
Atomi Financial Group
New York
$794K +$108K +187 +16%
MLL
599
Moody Lynn & Lieberson
Massachusetts
$793K – – –
MWM
600
Mission Wealth Management
California
$790K -$2.31K -4 -0.3%
22 23
24
25 26