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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 %
WA
801
Waverly Advisors
Alabama
$282K +$89.9K +159 +47%
Walleye Capital
802
Walleye Capital
New York
$280K +$154K +273 +123%
BWP
803
Baldwin Wealth Partners
Massachusetts
$277K -$5.65M -9,986 -95%
AWM
804
Angeles Wealth Management
California
$276K -$2.26K -4 -0.8%
PGCM
805
Prescott Group Capital Management
Oklahoma
$275K +$58.2K +103 +27%
GKFF
806
George Kaiser Family Foundation
Oklahoma
$275K +$275K +487 New
IUHSA
807
Itau Unibanco Holding S.A.
Brazil
$272K +$272K +481 New
VI
808
Versor Investments
New York
$271K -$1.19M -2,098 -81%
CPIG
809
Chicago Partners Investment Group
Illinois
$270K -$92.9K -168 -26%
IAA
810
Independent Advisor Alliance
North Carolina
$270K -$82.6K -146 -23%
BJL
811
Brighton Jones LLC
Washington
$269K +$269K +475 New
ECM
812
Evergreen Capital Management
Washington
$267K +$19.8K +35 +8%
SWP
813
Sagespring Wealth Partners
Tennessee
$267K +$19.2K +34 +8%
CFGW
814
Chancellor Financial Group WB
Pennsylvania
$264K – – –
FFA
815
Founders Financial Alliance
North Carolina
$261K +$261K +462 New
CI
816
Conning Inc
Connecticut
$260K – – –
CIA
817
Concurrent Investment Advisors
Florida
$259K -$14.7K -26 -5%
JCM
818
J2 Capital Management
Michigan
$258K – – –
JSW
819
Journey Strategic Wealth
New Jersey
$258K +$26.6K +47 +11%
CAI
820
Capital Advisors Inc
Oklahoma
$255K +$1.13K +2 +0.4%
XT
821
XTX Topco
Cayman Islands
$255K -$400K -708 -61%
IEFM
822
IQ EQ Fund Management
Ireland
$255K -$115K -204 -31%
AWM
823
Aprio Wealth Management
Georgia
$255K +$40.8K +72 +19%
CI
824
CX Institutional
Indiana
$253K +$29.4K +52 +13%
RRWA
825
Rainey & Randall Wealth Advisors
Florida
$252K +$252K +445 New
31 32
33
34 35