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
PA
651
Parallel Advisors
California
$418K
CI
652
Cigna Investments
Connecticut
$417K
WI
653
WrapManager Inc
California
$415K
FTWA
654
Fifth Third Wealth Advisors
Ohio
$414K
PGCM
655
Prescott Group Capital Management
Oklahoma
$414K
GKFF
656
George Kaiser Family Foundation
Oklahoma
$414K
CA
657
Commerzbank Aktiengesellschaft
Germany
$412K
EDRH
658
Edmond de Rothschild Holding
Switzerland
$406K
FSC
659
Full Sail Capital
Oklahoma
$404K
WIA
660
World Investment Advisors
California
$402K
CCA
661
Checchi Capital Advisers
California
$402K
AIP
662
Ameritas Investment Partners
Nebraska
$400K
WANY
663
Wealthspire Advisors (New York)
New York
$399K
SFS
664
Security Financial Services
Indiana
$395K
PW
665
PUREfi Wealth
Massachusetts
$394K
WA
666
Waverly Advisors
Alabama
$393K
Balyasny Asset Management
667
Balyasny Asset Management
Illinois
$392K
BHPW
668
Beverly Hills Private Wealth
California
$391K
RAM
669
Ramirez Asset Management
New York
$389K
CG
670
Cynosure Group
Utah
$389K
GAM
671
Guinness Asset Management
United Kingdom
$385K
CP
672
Castleview Partners
Texas
$382K
ACA
673
Aptus Capital Advisors
Alabama
$381K
LF
674
Lansforsakringar Fondforvaltning
Sweden
$381K
CAG
675
Crestwood Advisors Group
Massachusetts
$380K