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
VCM
676
Versant Capital Management
Arizona
$378K
MSCM
677
McElhenny Sheffield Capital Management
Texas
$374K
GS
678
GWN Securities
Florida
$374K
VFA
679
Valeo Financial Advisors
Indiana
$373K
SPC
680
Sigma Planning Corp
Michigan
$371K
NWAG
681
Net Worth Advisory Group
Utah
$369K
JF
682
Jump Financial
Illinois
$368K
RCA
683
Roberts Capital Advisors
Colorado
$367K
WA
684
Waddell & Associates
Tennessee
$366K
MWM
685
Meridian Wealth Management
Kentucky
$362K
PCM
686
Permanent Capital Management
Illinois
$361K
PCM
687
Prelude Capital Management
New York
$359K
JF
688
JSF Financial
California
$359K
William Blair & Company
689
William Blair & Company
Illinois
$357K
WEG
690
World Equity Group
Illinois
$355K
LS
691
Livforsakringsbolaget Skandia
Sweden
$352K
BCM
692
Bourgeon Capital Management
Connecticut
$351K
CWM
693
Connecticut Wealth Management
Connecticut
$350K
FFM
694
Forum Financial Management
Illinois
$350K
SWP
695
Sagespring Wealth Partners
Tennessee
$345K
CIC
696
Chilton Investment Company
Connecticut
$344K
FFA
697
Farther Finance Advisors
California
$343K
Empower Advisory Group
698
Empower Advisory Group
Colorado
$343K
CMF
699
Counterpoint Mutual Funds
California
$342K
WTC
700
WhitTier Trust Company
Nevada
$341K