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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 %
SFM
601
Signet Financial Management
New Jersey
$786K +$17.3K +30 +2%
CAM
602
Cypress Asset Management
Texas
$768K +$18.5K +32 +2%
DZ Bank
603
DZ Bank
Germany
$757K -$40.2K -70 -5%
SAM
604
Shell Asset Management
Netherlands
$752K -$16.7K -29 -2%
RCA
605
Roberts Capital Advisors
Colorado
$746K – – –
SQA
606
Simon Quick Advisors
New Jersey
$743K -$49K -85 -6%
QPBE
607
Quintet Private Bank (Europe)
Luxembourg
$741K – – –
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$738K -$102K -176 -12%
CPCPP
609
Canada Post Corporation Pension Plan
Canada
$737K -$34.6K -60 -4%
GCP
610
GSA Capital Partners
United Kingdom
$736K +$12.7K +22 +2%
OWCM
611
One Wealth Capital Management
Arizona
$735K +$2.88K +5 +0.4%
Balyasny Asset Management
612
Balyasny Asset Management
Illinois
$730K -$84.6M -146,759 -99%
S
613
SignatureFD
Georgia
$718K -$9.81K -17 -1%
HAG
614
HighPoint Advisor Group
Illinois
$709K -$22.5K -39 -3%
AAS
615
Avantax Advisory Services
Texas
$705K -$501K -868 -42%
Envestnet Portfolio Solutions
616
Envestnet Portfolio Solutions
Illinois
$698K -$464K -805 -40%
GL
617
Graypoint LLC
New York
$694K +$31.1K +54 +5%
DAS
618
Diversify Advisory Services
Utah
$692K +$63.3K +115 +10%
EAM
619
Empirical Asset Management
Massachusetts
$692K +$141K +244 +26%
William Blair & Company
620
William Blair & Company
Illinois
$687K +$114K +197 +20%
TA
621
Tectonic Advisors
Texas
$685K -$5.19K -9 -0.8%
WANY
622
Wealthspire Advisors (New York)
New York
$675K +$107K +186 +19%
BCM
623
Boreal Capital Management
Florida
$667K +$667K +1,157 New
FRM
624
Fox Run Management
Connecticut
$667K -$296K -514 -31%
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$661K -$577 -1 -0.1%
23 24
25
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