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
KF
601
Krilogy Financial
Missouri
$591K
CF
602
Centaurus Financial
California
$587K
DADC
603
D.A. Davidson & Co
Montana
$584K
BFS
604
Bradley Foster & Sargent
Connecticut
$572K
VT
605
Vise Technologies
New York
$570K
HAG
606
HighPoint Advisor Group
Illinois
$569K
HA
607
Harbor Advisors
Florida
$567K
CPW
608
Crestmont Private Wealth
Texas
$567K
BA
609
Birinyi Associates
Connecticut
$567K
BTWM
610
Baker Tilly Wealth Management
Wisconsin
$556K
OIA
611
OneDigital Investment Advisors
Kansas
$554K
EWM
612
Evercore Wealth Management
New York
$550K
PWM
613
Perigon Wealth Management
California
$545K
PGFC
614
Peapack-Gladstone Financial Corp
New Jersey
$540K
Envestnet Portfolio Solutions
615
Envestnet Portfolio Solutions
Illinois
$535K
MWM
616
Moran Wealth Management
Florida
$531K
AAMU
617
AEGON Asset Management (UK)
United Kingdom
$522K
OWP
618
ORG Wealth Partners
Texas
$517K
TAM
619
Trust Asset Management
Texas
$514K
I
620
InceptionR
California
$512K
TIA
621
Tandem Investment Advisors
South Carolina
$507K
ECM
622
Element Capital Management
New York
$499K
EI
623
Ellevest Inc
New York
$497K
TRCT
624
Tower Research Capital (TRC)
New York
$495K
SWM
625
Salvus Wealth Management
New Jersey
$492K