MSCI icon

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 %
BBW
751
Blue Barn Wealth
Utah
$342K +$5.19K +9 +2%
KRW
752
Kaufman Rossin Wealth
Florida
$342K -$153K -265 -31%
AWM
753
Axxcess Wealth Management
California
$341K +$1.73K +3 +0.5%
WCM
754
Weaver Capital Management
Georgia
$339K -$95.7K -166 -22%
DILIC
755
Dai-ichi Life Insurance Company
Japan
$336K – – –
WTC
756
WhitTier Trust Company
Nevada
$336K +$2.31K +4 +0.7%
RSWM
757
Robertson Stephens Wealth Management
California
$336K +$2.31K +4 +0.7%
CIA
758
Citadel Investment Advisory
Ohio
$335K +$335K +580 New
Nomura Holdings
759
Nomura Holdings
Japan
$333K -$1.08M -1,865 -76%
DCA
760
DSG Capital Advisors
Minnesota
$332K – – –
FAM
761
Fenimore Asset Management
New York
$330K – – –
SAM
762
Smartleaf Asset Management
Massachusetts
$329K -$78.4K -136 -19%
OAS
763
Optivise Advisory Services
Tennessee
$328K +$16.2K +28 +5%
TSS
764
Two Sigma Securities
New York
$325K -$399K -691 -55%
OIS
765
OneAscent Investment Solutions
Alabama
$324K -$38.7K -67 -11%
WA
766
Wealth Alliance
New York
$323K -$50.2K -87 -13%
SWP
767
Sagespring Wealth Partners
Tennessee
$321K +$49K +85 +18%
ET
768
Equitable Trust
Tennessee
$321K -$30K -52 -9%
WA
769
Waverly Advisors
Alabama
$320K +$32.9K +57 +11%
FFA
770
Farther Finance Advisors
California
$318K -$82.5K -143 -21%
SPC
771
Sigma Planning Corp
Michigan
$318K -$30.6K -53 -9%
SFS
772
Sowell Financial Services
Arkansas
$317K -$23.7K -41 -7%
TWC
773
TD Waterhouse Canada
Ontario, Canada
$314K +$119K +204 +61%
FFM
774
Forum Financial Management
Illinois
$313K -$5.77K -10 -2%
FW
775
FullCircle Wealth
Texas
$312K +$1.14K +2 +0.4%
29 30
31
32 33