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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 %
CAL
776
Capital Advisors Ltd
Ohio
$317K – – –
SFS
777
Security Financial Services
Indiana
$315K +$32.8K +58 +12%
WBC
778
Westpac Banking Corp
Australia
$314K -$49.8K -88 -14%
SWM
779
Spire Wealth Management
Virginia
$313K -$2.06M -3,636 -87%
FFM
780
Forum Financial Management
Illinois
$313K – – –
PCM
781
Polymer Capital Management
New York
$310K +$310K +548 New
MPM
782
MBB Public Markets
Illinois
$307K +$307K +542 New
OAS
783
Optivise Advisory Services
Tennessee
$306K +$11.3K +20 +4%
CIC
784
Chilton Investment Company
Connecticut
$300K – – –
PP
785
PDS Planning
Ohio
$299K +$43.5K +77 +17%
CNBOF
786
City National Bank of Florida
Florida
$298K -$7.92K -14 -3%
SW
787
Simplicity Wealth
New Jersey
$298K +$6.79K +12 +2%
KAM
788
Karani Asset Management
New York
$298K +$298K +527 New
SRL
789
Scientech Research LLC
New Jersey
$297K +$297K +526 New
KPWS
790
Kestra Private Wealth Services
Texas
$297K -$37.9K -67 -11%
LCM
791
Landscape Capital Management
New Jersey
$296K +$296K +524 New
CAG
792
Crestwood Advisors Group
Massachusetts
$296K +$18.1K +32 +7%
CGL
793
Clarius Group LLC
Washington
$293K -$7.35K -13 -2%
FW
794
FullCircle Wealth
Texas
$291K +$7.49K +14 +3%
AG
795
Ascent Group
Virginia
$288K +$288K +509 New
O3W
796
Omni 360 Wealth
New Jersey
$288K +$288K +509 New
RAM
797
Ramirez Asset Management
New York
$288K – – –
WS
798
Wedbush Securities
California
$287K -$14.1K -25 -5%
TNA
799
True North Advisors
Texas
$287K – – –
PSP
800
Principal Street Partners
Tennessee
$287K +$20.9K +37 +8%
30 31
32
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