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
SMA
726
Sage Mountain Advisors
Georgia
$305K
DWT
727
Dorsey & Whitney Trust
South Dakota
$302K
WI
728
WBI Investments
New Jersey
$301K
PPW
729
Parcion Private Wealth
Washington
$300K
ECM
730
Evergreen Capital Management
Washington
$298K
GS
731
GTS Securities
New York
$297K
PFM
732
Potomac Fund Management
Florida
$292K
CSPIA
733
Cary Street Partners Investment Advisory
Virginia
$289K
IAA
734
Independent Advisor Alliance
North Carolina
$289K
PSP
735
Principal Street Partners
Tennessee
$287K
CI
736
CX Institutional
Indiana
$287K
TNA
737
True North Advisors
Texas
$285K
WCM
738
Washington Capital Management
Washington
$284K
VRS
739
Virginia Retirement Systems
Virginia
$284K
PEAK6
740
PEAK6
Illinois
$284K
IEFM
741
IQ EQ Fund Management
Ireland
$283K
BWP
742
Baldwin Wealth Partners
Massachusetts
$280K
CNBOF
743
City National Bank of Florida
Florida
$279K
SW
744
Simplicity Wealth
New Jersey
$279K
FFA
745
Founders Financial Alliance
North Carolina
$276K
KPWS
746
Kestra Private Wealth Services
Texas
$274K
RIL
747
Rothschild Investment LLC
Illinois
$272K
CAMG
748
CWA Asset Management Group
Florida
$270K
HCM
749
Howard Capital Management
Georgia
$268K
BA
750
Bridgewater Advisors
New York
$268K