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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 %
SMA
776
Sage Mountain Advisors
Georgia
$307K -$18.5K -32 -6%
PP
777
PDS Planning
Ohio
$307K +$2.31K +4 +0.8%
JSW
778
Journey Strategic Wealth
New Jersey
$300K +$37.5K +65 +14%
AWA
779
Arkadios Wealth Advisors
Georgia
$300K -$46.2K -80 -13%
CAL
780
Capital Advisors Ltd
Ohio
$299K -$24.2K -42 -7%
KPWS
781
Kestra Private Wealth Services
Texas
$299K -$4.04K -7 -1%
DWT
782
Dorsey & Whitney Trust
South Dakota
$298K -$58.3K -101 -16%
SAI
783
Savvy Advisors Inc
New York
$297K +$84.2K +146 +40%
VSQM
784
V-Square Quantitative Management
Illinois
$296K +$42.7K +74 +17%
SFC
785
SYM Financial Corp
Indiana
$292K -$239K -414 -45%
WS
786
Wedbush Securities
California
$292K -$576 -1 -0.2%
FSC
787
Full Sail Capital
Oklahoma
$291K +$291K +505 New
WEG
788
World Equity Group
Illinois
$290K -$80.7K -140 -22%
WCM
789
Washington Capital Management
Washington
$288K +$288K +500 New
IEFM
790
IQ EQ Fund Management
Ireland
$288K +$27.7K +48 +11%
FFA
791
Founders Financial Alliance
North Carolina
$287K +$20.2K +35 +8%
TNA
792
True North Advisors
Texas
$284K -$8.07K -14 -3%
CI
793
CX Institutional
Indiana
$284K +$26K +45 +10%
WA
794
Waddell & Associates
Tennessee
$283K +$283K +491 New
IAA
795
Independent Advisor Alliance
North Carolina
$282K +$6.35K +11 +2%
BWP
796
Baldwin Wealth Partners
Massachusetts
$281K -$1.73K -3 -0.6%
CSPIA
797
Cary Street Partners Investment Advisory
Virginia
$280K -$169K -293 -38%
KCP
798
Kera Capital Partners
California
$280K +$280K +485 New
WC
799
Waterloo Capital
Texas
$279K +$279K +484 New
CGL
800
Clarius Group LLC
Washington
$279K -$20.2K -35 -7%
30 31
32
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