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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 %
CG
726
Cynosure Group
Utah
$395K – – –
CWM
727
Connecticut Wealth Management
Connecticut
$393K -$13.8K -24 -3%
AAMU
728
AEGON Asset Management (UK)
United Kingdom
$392K +$392K +680 New
PWM
729
Perigon Wealth Management
California
$389K +$49.6K +86 +15%
EC
730
EntryPoint Capital
New York
$387K +$387K +671 New
GSC
731
Ground Swell Capital
South Carolina
$386K +$386K +670 New
VFA
732
Valeo Financial Advisors
Indiana
$384K +$26K +45 +7%
OF
733
Optimize Financial
California
$381K -$2.31K -4 -0.6%
ET
734
Entropy Technologies
New York
$381K -$1.1M -1,915 -74%
CAG
735
Crestwood Advisors Group
Massachusetts
$381K +$78.4K +136 +26%
ACM
736
Aster Capital Management
United Arab Emirates
$372K -$2.37M -4,107 -86%
JF
737
JSF Financial
California
$365K – – –
OR
738
Olympiad Research
Connecticut
$365K +$365K +633 New
ERSOT
739
Employees Retirement System of Texas
Texas
$365K +$365K +633 New
CCA
740
Catalyst Capital Advisors
New York
$363K -$77.9K -135 -18%
P
741
Pitcairn
Pennsylvania
$357K -$122K -212 -26%
BCM
742
Bourgeon Capital Management
Connecticut
$356K +$356K +618 New
WWC
743
Waypoint Wealth Counsel
Georgia
$355K +$355K +615 New
FCG
744
Fielder Capital Group
Tennessee
$351K -$50.8K -88 -13%
CIC
745
Chilton Investment Company
Connecticut
$350K +$44.4K +77 +15%
KP
746
Keel Point
Alabama
$348K +$17.9K +31 +5%
WWM
747
WJ Wealth Management
Arizona
$346K – – –
AG
748
Ascent Group
Virginia
$345K +$51.3K +89 +17%
RFC
749
Regions Financial Corp
Alabama
$345K -$695K -1,205 -67%
CNBOF
750
City National Bank of Florida
Florida
$343K +$39.2K +68 +13%
28 29
30
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