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MSCI
MSCI

Overview Fund Activity

1,065 hedge funds and large institutions have $39.5B invested in MSCI in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 402 increasing their positions, 376 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+10
Holders Change %
+0.95%
% of All Funds
14.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
123
Increased
402
Reduced
376
Closed
93
Calls
$216M
Puts
$73.9M
Net Calls
+$142M
Net Calls Change
+$217M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.3B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$366M
3
Millennium Management
3
Millennium Management
New York
$390M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$431M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$417M

Top Sellers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$797K
2
Morgan Stanley
2
Morgan Stanley
New York
$668M
3
GLF
3
Groupe la Francaise
France
$4.77M
4
A
4
AustralianSuper
Australia
$0
5
AC
5
AKO Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
651
Ellevest Inc
New York
$565K -$72.4K -128 -11%
EWM
652
Evercore Wealth Management
New York
$565K – – –
BTWM
653
Baker Tilly Wealth Management
Wisconsin
$564K -$26K -46 -4%
GC
654
Gilbert & Cook
Iowa
$564K +$7.92K +14 +1%
William Blair & Company
655
William Blair & Company
Illinois
$562K -$5.09K -9 -0.9%
WANY
656
Wealthspire Advisors (New York)
New York
$557K +$96.7K +171 +21%
UOTTAIMCU
657
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$547K +$547K +968 New
PP
658
Prudential plc
United Kingdom
$546K +$5.66K +10 +1%
VCM
659
Virtue Capital Management
Tennessee
$545K +$317K +561 +139%
EAM
660
Empirical Asset Management
Massachusetts
$540K +$278K +491 +106%
AM
661
AGF Management
Ontario, Canada
$538K -$344K -609 -39%
BFS
662
Bradley Foster & Sargent
Connecticut
$537K -$7.35K -13 -1%
SAM
663
Strive Asset Management
Ohio
$534K -$86.5K -153 -14%
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$532K -$13K -23 -2%
Wolverine Trading
665
Wolverine Trading
Illinois
$530K +$251K +449 +90%
QL
666
Quarry LP
New York
$529K +$277K +489 +110%
DADC
667
D.A. Davidson & Co
Montana
$528K +$73.6K +130 +16%
SFC
668
SYM Financial Corp
Indiana
$521K +$240K +425 +86%
VWM
669
Valley Wealth Managers
New Jersey
$519K +$31.1K +55 +6%
QIM
670
Quantitative Investment Management
Virginia
$517K +$517K +916 New
AAM
671
Azzad Asset Management
Virginia
$516K +$22.6K +40 +5%
TAM
672
Trust Asset Management
Texas
$512K -$7.92K -14 -2%
GI
673
GAMMA Investing
California
$506K +$39K +69 +8%
CCM
674
Cinctive Capital Management
New York
$506K +$506K +894 New
WSFS
675
Wilmington Savings Fund Society
Delaware
$504K -$19.8K -35 -4%
25 26
27
28 29