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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 %
IP
576
Intellectus Partners
California
$873K -$26K -46 -3%
GWP
577
Gen-Wealth Partners
Michigan
$864K +$101K +179 +13%
HWM
578
HB Wealth Management
Georgia
$861K +$82K +145 +11%
CCM
579
Coldstream Capital Management
Washington
$856K -$238K -421 -22%
BMCM
580
Bryn Mawr Capital Management
Pennsylvania
$852K -$77.5K -137 -8%
BOSSRA
581
B.O.S.S. Retirement Advisors
Utah
$850K -$56K -99 -6%
GF
582
Gries Financial
Ohio
$840K +$118K +208 +16%
RCM
583
RB Capital Management
Nevada
$834K -$24.9K -44 -3%
SS
584
SBI Securities
Japan
$831K +$13.6K +24 +2%
TPCW
585
TD Private Client Wealth
New York
$830K -$1.61M -2,839 -66%
BI
586
BlueSpruce Investments
Illinois
$826K – – –
CAM
587
Creekmur Asset Management
Illinois
$826K +$826K +1,460 New
Kovitz Investment Group Partners
588
Kovitz Investment Group Partners
Illinois
$824K +$102K +180 +14%
AWF
589
Alpha Wealth Funds
Utah
$820K +$820K +1,450 New
VI
590
Vestcor Inc
New Brunswick, Canada
$811K +$1.7K +3 +0.2%
TCA
591
Transcend Capital Advisors
New Jersey
$811K +$142K +251 +21%
TSW
592
Three Seasons Wealth
Utah
$810K +$34.5K +61 +4%
SGA
593
Sustainable Growth Advisers
Connecticut
$797K -$533M -942,266 -100%
HWM
594
Hohimer Wealth Management
Washington
$790K -$86.5K -153 -10%
DZ Bank
595
DZ Bank
Germany
$780K -$478K -851 -38%
MSA
596
MUFG Securities Americas
New York
$778K +$123K +218 +19%
MLL
597
Moody Lynn & Lieberson
Massachusetts
$778K – – –
MWM
598
Mission Wealth Management
California
$777K -$2.26K -4 -0.3%
NA
599
Navellier & Associates
Nevada
$777K -$267K -485 -26%
SQA
600
Simon Quick Advisors
New Jersey
$776K +$97.8K +173 +14%
22 23
24
25 26