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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
14.38%
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 %
PC
676
Pier Capital
Connecticut
$501K -$5.77K -10 -1%
RWM
677
Ritholtz Wealth Management
New York
$500K +$31.7K +55 +7%
CA
678
Clearstead Advisors
Ohio
$498K +$69.8K +121 +16%
AF
679
Aviso Financial
Ontario, Canada
$486K +$2.31K +4 +0.5%
MSCM
680
McElhenny Sheffield Capital Management
Texas
$481K +$481K +834 New
DS
681
DRW Securities
Illinois
$477K +$136K +235 +40%
WJWM
682
Williams Jones Wealth Management
New York
$474K – – –
AI
683
AdvisorShares Investments
Maryland
$473K -$5.77K -10 -1%
UBP
684
Union Bancaire Privee
Switzerland
$473K -$1.21M -2,138 -72%
SWM
685
Salvus Wealth Management
New Jersey
$472K -$2.88K -5 -0.6%
AWA
686
Arete Wealth Advisors
Illinois
$470K +$470K +815 New
PCM
687
Polymer Capital Management
New York
$468K +$152K +264 +48%
BCFD
688
Boit C.F. David
$467K – – –
AR
689
Apeiron RIA
Texas
$463K +$12.1K +21 +3%
EI
690
Ellevest Inc
New York
$449K -$127K -221 -22%
HNB
691
Huntington National Bank
Ohio
$448K -$6.92K -12 -2%
ERWM
692
Elk River Wealth Management
Colorado
$446K – – –
PA
693
Parallel Advisors
California
$445K -$3.46K -6 -0.8%
CPIG
694
Chicago Partners Investment Group
Illinois
$443K +$184K +346 +71%
BBHC
695
Brown Brothers Harriman & Co
New York
$443K +$47.9K +83 +12%
BFM
696
Boothbay Fund Management
New York
$437K +$437K +757 New
FAM
697
Fulcrum Asset Management
United Kingdom
$437K +$437K +757 New
HH
698
Hilltop Holdings
Texas
$435K +$11K +19 +3%
MWM
699
Meridian Wealth Management
Kentucky
$434K -$5.77K -10 -1%
MG
700
Mather Group
Illinois
$433K -$21.3K -37 -5%
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