MSCI icon

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, 420 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
14.38%
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
420
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
$553M
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
$454M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$7.58M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$346M
3
Capital International Investors
Capital International Investors
California
$31.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$162M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
626
Pinnacle Associates
New York
$655K +$36.9K +64 +6%
FCP
627
Fidelis Capital Partners
Florida
$654K -$6.03K -11 -0.9%
WI
628
WrapManager Inc
California
$649K -$88.8K -154 -12%
KCM
629
Kathmere Capital Management
Pennsylvania
$638K +$172K +298 +37%
AAM
630
Alken Asset Management
United Kingdom
$634K – – –
PA
631
Profund Advisors
Maryland
$626K -$13.3K -23 -2%
NS
632
NBC Securities
Alabama
$623K +$4.03K +7 +0.7%
SW
633
SteelPeak Wealth
California
$623K +$623K +1,080 New
IIC
634
Integrated Investment Consultants
Michigan
$622K -$14.4K -25 -2%
Capstone Investment Advisors
635
Capstone Investment Advisors
New York
$616K +$616K +1,068 New
VI
636
Versor Investments
New York
$615K +$339K +587 +122%
VT
637
Vise Technologies
New York
$611K +$611K +1,060 New
SLG
638
Stanley-Laman Group
Pennsylvania
$610K – – –
WSFS
639
Wilmington Savings Fund Society
Delaware
$610K +$95.7K +166 +19%
SCP
640
Sivia Capital Partners
California
$607K +$105K +182 +21%
IAN
641
Integrated Advisors Network
Texas
$606K +$106K +183 +21%
BFS
642
Bradley Foster & Sargent
Connecticut
$602K +$53.6K +93 +10%
GI
643
GAMMA Investing
California
$592K +$76.1K +132 +15%
DADC
644
D.A. Davidson & Co
Montana
$591K +$53.1K +92 +10%
SRL
645
Scientech Research LLC
New Jersey
$591K +$287K +498 +95%
OIA
646
OneDigital Investment Advisors
Kansas
$590K -$12.1K -21 -2%
PSP
647
Principal Street Partners
Tennessee
$588K +$296K +513 +101%
DIA
648
Dana Investment Advisors
Wisconsin
$581K – – –
QL
649
Quarry LP
New York
$581K +$42.1K +73 +8%
MWM
650
Moran Wealth Management
Florida
$578K -$148K -257 -20%
24 25
26
27 28