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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 %
CI
701
Cigna Investments
Connecticut
$432K -$11K -19 -2%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$431K -$577 -1 -0.1%
SGA
703
Sustainable Growth Advisers
Connecticut
$430K -$384K -665 -47%
CCA
704
Checchi Capital Advisers
California
$429K -$9.23K -16 -2%
BC
705
Bridgefront Capital
Texas
$428K -$948K -1,644 -69%
AIP
706
Ameritas Investment Partners
Nebraska
$427K – – –
GAM
707
Guinness Asset Management
United Kingdom
$425K +$425K +737 New
A
708
Argentarii
Ohio
$423K +$16.1K +28 +4%
IUHSA
709
Itau Unibanco Holding S.A.
Brazil
$421K +$144K +249 +52%
GKFF
710
George Kaiser Family Foundation
Oklahoma
$420K +$140K +242 +50%
PGCM
711
Prescott Group Capital Management
Oklahoma
$420K +$140K +242 +50%
CA
712
Commerzbank Aktiengesellschaft
Germany
$419K – – –
WIA
713
World Investment Advisors
California
$419K +$39.2K +68 +10%
TCM
714
Teza Capital Management
Illinois
$419K -$174K -301 -29%
SWA
715
SFMG Wealth Advisors
Texas
$418K -$1.15K -2 -0.3%
LS
716
Livforsakringsbolaget Skandia
Sweden
$415K – – –
LF
717
Lansforsakringar Fondforvaltning
Sweden
$411K -$12.7K -22 -3%
PW
718
PUREfi Wealth
Massachusetts
$402K +$56.5K +98 +16%
NWAG
719
Net Worth Advisory Group
Utah
$401K +$14.4K +25 +4%
PAG
720
Private Advisor Group
New Jersey
$400K -$34.6K -60 -8%
ACA
721
Aptus Capital Advisors
Alabama
$400K -$36.9K -64 -8%
SFS
722
Security Financial Services
Indiana
$398K +$76.7K +133 +24%
BHPW
723
Beverly Hills Private Wealth
California
$397K – – –
CP
724
Castleview Partners
Texas
$397K +$4.61K +8 +1%
RAM
725
Ramirez Asset Management
New York
$396K +$102K +177 +35%
27 28
29
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