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MSCI
MSCI

Overview Fund Activity

1,065 hedge funds and large institutions have $39.5B invested in MSCI in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 402 increasing their positions, 376 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+10
Holders Change %
+0.95%
% of All Funds
14.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
123
Increased
402
Reduced
376
Closed
93
Calls
$216M
Puts
$73.9M
Net Calls
+$142M
Net Calls Change
+$217M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.3B
2
AQR Capital Management
AQR Capital Management
Connecticut
$366M
3
Millennium Management
Millennium Management
New York
$390M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$431M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$417M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
$797K
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
GLF
Groupe la Francaise
France
$4.77M
4
A
AustralianSuper
Australia
$0
5
AC
AKO Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
751
Permanent Capital Management
Illinois
$360K – – –
JF
752
JSF Financial
California
$358K – – –
OIS
753
OneAscent Investment Solutions
Alabama
$355K +$355K +628 New
VFA
754
Valeo Financial Advisors
Indiana
$351K +$20.9K +37 +6%
AFGAS
755
Allegiance Financial Group Advisory Services
Virginia
$350K +$350K +619 New
DWT
756
Dorsey & Whitney Trust
South Dakota
$349K +$27.7K +49 +9%
EWA
757
EverSource Wealth Advisors
Alabama
$347K +$117K +207 +51%
ET
758
Equitable Trust
Tennessee
$344K – – –
SPC
759
Sigma Planning Corp
Michigan
$341K -$23.7K -42 -7%
WWM
760
WJ Wealth Management
Arizona
$339K – – –
AWA
761
Arkadios Wealth Advisors
Georgia
$339K +$123K +217 +57%
PW
762
PUREfi Wealth
Massachusetts
$339K +$35.6K +63 +12%
DS
763
DRW Securities
Illinois
$335K -$38.5K -68 -10%
SFS
764
Sowell Financial Services
Arkansas
$334K +$334K +591 New
PWM
765
Perigon Wealth Management
California
$333K +$7.92K +14 +2%
AWM
766
Axxcess Wealth Management
California
$333K -$48.1K -85 -13%
BBW
767
Blue Barn Wealth
Utah
$330K +$1.7K +3 +0.5%
DILIC
768
Dai-ichi Life Insurance Company
Japan
$330K – – –
WTC
769
WhitTier Trust Company
Nevada
$327K +$7.35K +13 +2%
RSWM
770
Robertson Stephens Wealth Management
California
$327K -$105K -185 -24%
DCA
771
DSG Capital Advisors
Minnesota
$326K – – –
KP
772
Keel Point
Alabama
$324K +$71.8K +127 +28%
FAM
773
Fenimore Asset Management
New York
$323K – – –
AWS
774
Atria Wealth Solutions
New York
$321K -$218K -385 -40%
SMA
775
Sage Mountain Advisors
Georgia
$320K -$29.4K -52 -8%
29 30
31
32 33