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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, 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
14.37%
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
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
+$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 %
BA
651
Birinyi Associates
Connecticut
$577K – – –
HA
652
Harbor Advisors
Florida
$577K – – –
GC
653
Gilbert & Cook
Iowa
$577K +$1.15K +2 +0.2%
EWM
654
Evercore Wealth Management
New York
$576K – – –
STA
655
Summit Trail Advisors
New York
$574K -$104K -181 -15%
GS
656
GWN Securities
Florida
$561K -$7.8M -13,527 -93%
ASN
657
Advisory Services Network
Georgia
$558K +$59K +105 +12%
OTPPB
658
Ontario Teachers' Pension Plan Board
Ontario, Canada
$557K +$557K +965 New
SC
659
Syon Capital
California
$556K +$125K +217 +29%
BTWM
660
Baker Tilly Wealth Management
Wisconsin
$552K -$23.7K -41 -4%
PGFC
661
Peapack-Gladstone Financial Corp
New Jersey
$544K +$1.73K +3 +0.3%
VWM
662
Valley Wealth Managers
New Jersey
$541K +$12.1K +21 +2%
DTL
663
Dynamic Technology Lab
Singapore
$534K -$544K -944 -50%
CF
664
Centaurus Financial
California
$534K +$534K +926 New
VWM
665
Venturi Wealth Management
Texas
$533K -$75.6K -131 -12%
PCM
666
Prelude Capital Management
New York
$529K -$163K -283 -24%
AAM
667
Azzad Asset Management
Virginia
$523K -$3.46K -6 -0.7%
TAM
668
Trust Asset Management
Texas
$522K – – –
CPW
669
Crestmont Private Wealth
Texas
$521K +$55.9K +97 +12%
SI
670
Sava Infond
Slovenia
$519K -$115K -200 -18%
BPA
671
Beacon Pointe Advisors
California
$518K -$244K -423 -32%
ITFISA
672
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$518K +$114K +198 +28%
1C
673
111 Capital
France
$514K +$514K +891 New
OWP
674
ORG Wealth Partners
Texas
$509K +$55.2K +95 +12%
EA
675
Emerald Advisers
Pennsylvania
$502K +$9.81K +17 +2%
25 26
27
28 29