MSCI

MSCI

Market cap $42.7B

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 92 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,072

Holders Change

Holders Change %

+0.66%

% of All Funds

14.39%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+21.43%

% of All Funds

0.23%

New

115

Increased

392

Reduced

420

Closed

Calls

$76.5M

Puts

$198M

Net Calls

-$121M

Net Calls Change

-$264M

Top Buyers

1	1 T. Rowe Price Investment Management Baltimore, Maryland	$553M
2	2 Baillie Gifford & Co Edinburgh, United Kingdom	$208M
3	MG 3 Meritage Group San Francisco, California	$180M
4	MAM 4 Magellan Asset Management Sydney, Australia	$176M
5	5 JPMorgan Chase & Co New York	$454M

Top Sellers

1	1 Brown Advisory Baltimore, Maryland	$7.58M
2	2 Massachusetts Financial Services Boston, Massachusetts	$346M
3	3 Capital International Investors Los Angeles, California	$31.5M
4	4 Royal Bank of Canada Toronto, Ontario, Canada	$162M
5	5 Nordea Investment Management Stockholm, Sweden	$366M

#	Name	Market Value	Shares	Shares Change	Shares Change %
826	826 Walleye Trading New York	$241K	418	-2,011	-83%
827	ICP 827 Impact Capital Partners Greenwood Village, Colorado	$241K	418	+36	+9%
828	FHA 828 Flagship Harbor Advisors Boston, Massachusetts	$241K	418	-26	-6%
829	ST 829 Smithfield Trust Pittsburgh, Pennsylvania	$240K	417	–	–
830	BC 830 Burney Company Reston, Virginia	$240K	416	-805	-66%
831	FFS 831 Founders Financial Securities Towson, Maryland	$238K	412	+13	+3%
832	PCM 832 Penserra Capital Management Orinda, California	$237K	412	+40	+11%
833	MFA 833 Mayflower Financial Advisors Boston, Massachusetts	$236K	410	-5	-1%
834	PFM 834 Patton Fund Management Dallas, Texas	$236K	410	+410	New
835	CAM 835 Claret Asset Management Montreal, Quebec, Canada	$236K	409	+409	New
836	OFS 836 OneAscent Financial Services Birmingham, Alabama	$232K	401	-15	-4%
837	BEC 837 Blue Edge Capital Richmond, Virginia	$231K	400	–	–
838	SF 838 Synovus Financial Columbus, Georgia	$231K	399	-428	-52%
839	CPA 839 Capital Performance Advisors Walnut Creek, California	$230K	399	-359	-47%
840	WCM 840 WealthBridge Capital Management Westerville, Ohio	$230K	398	–	–
841	SIG 841 Stonegate Investment Group Birmingham, Alabama	$230K	398	+22	+6%
842	HBS 842 Howard Bailey Securities Fort Wayne, Indiana	$229K	397	-28	-7%
843	PCP 843 Proficio Capital Partners Newton, Massachusetts	$229K	396	+396	New
844	GWMR 844 GC Wealth Management RIA Cambridge, Massachusetts	$228K	395	+395	New
845	AO 845 Advisor OS Chicago, Illinois	$228K	395	-782	-66%
846	MAG 846 M3 Advisory Group Needham Heights, Massachusetts	$224K	389	-12	-3%
847	SC 847 Summa Corp Tomball, Texas	$220K	382	–	–
848	FMLI 848 Fukoku Mutual Life Insurance Tokyo, Japan	$219K	379	-29	-7%
849	NAAA 849 New Age Alpha Advisors Rye, New York	$217K	377	-8	-2%
850	MG 850 McHugh Group Bratenahl, Ohio	$216K	375	–	–

MSCI MSCI Market cap $42.7B

Top Buyers

Top Sellers

MSCI

MSCI

Market cap $42.7B