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
FCP
576
Fidelis Capital Partners
Florida
$682K
SC
577
Syon Capital
California
$676K
MA
578
Montag & Associates
Georgia
$669K
UBP
579
Union Bancaire Privee
Switzerland
$667K
Walleye Capital
580
Walleye Capital
New York
$658K
SAM
581
Sompo Asset Management
Japan
$653K
QIM
582
Quantitative Investment Management
Virginia
$650K
FLPIM
583
F.L. Putnam Investment Management
Massachusetts
$649K
GXJ
584
Global X Japan
Japan
$645K
PA
585
Pinnacle Associates
New York
$639K
SWA
586
SFMG Wealth Advisors
Texas
$638K
UIM
587
Unified Investment Management
Georgia
$635K
PA
588
Profund Advisors
Maryland
$628K
AAM
589
Alken Asset Management
United Kingdom
$626K
SCP
590
Sivia Capital Partners
California
$624K
LFM
591
LGT Fund Management
Liechtenstein
$623K
SAM
592
Smartleaf Asset Management
Massachusetts
$620K
VWM
593
Valley Wealth Managers
New Jersey
$616K
NS
594
NBC Securities
Alabama
$613K
SW
595
SteelPeak Wealth
California
$613K
BFG
596
Birch Financial Group
New Hampshire
$605K
GC
597
Gilbert & Cook
Iowa
$603K
CGH
598
Crossmark Global Holdings
Texas
$601K
SLG
599
Stanley-Laman Group
Pennsylvania
$600K
HNB
600
Huntington National Bank
Ohio
$598K