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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, 419 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
14.37%
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
419
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
+$486M
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
+$98.4M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$362M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$269M
3
Capital International Investors
Capital International Investors
California
-$226M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$117M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
826
Walleye Trading
New York
$241K -$1.16M -2,011 -83%
ICP
827
Impact Capital Partners
Colorado
$241K +$20.8K +36 +9%
FHA
828
Flagship Harbor Advisors
Massachusetts
$241K -$15K -26 -6%
ST
829
Smithfield Trust
Pennsylvania
$240K – – –
BC
830
Burney Company
Virginia
$240K -$464K -805 -66%
FFS
831
Founders Financial Securities
Maryland
$238K +$7.5K +13 +3%
PCM
832
Penserra Capital Management
California
$237K +$23K +40 +11%
MFA
833
Mayflower Financial Advisors
Massachusetts
$236K -$2.88K -5 -1%
PFM
834
Patton Fund Management
Texas
$236K +$236K +410 New
CAM
835
Claret Asset Management
Quebec, Canada
$236K +$236K +409 New
OFS
836
OneAscent Financial Services
Alabama
$232K -$8.68K -15 -4%
BEC
837
Blue Edge Capital
Virginia
$231K – – –
SF
838
Synovus Financial
Georgia
$231K -$247K -428 -52%
CPA
839
Capital Performance Advisors
California
$230K -$207K -359 -47%
WCM
840
WealthBridge Capital Management
Ohio
$230K – – –
SIG
841
Stonegate Investment Group
Alabama
$230K +$12.7K +22 +6%
HBS
842
Howard Bailey Securities
Indiana
$229K -$16.1K -28 -7%
PCP
843
Proficio Capital Partners
Massachusetts
$229K +$229K +396 New
GWMR
844
GC Wealth Management RIA
Massachusetts
$228K +$228K +395 New
AO
845
Advisor OS
Illinois
$228K -$451K -782 -66%
MAG
846
M3 Advisory Group
Massachusetts
$224K -$6.92K -12 -3%
SC
847
Summa Corp
Texas
$220K – – –
FMLI
848
Fukoku Mutual Life Insurance
Japan
$219K -$16.7K -29 -7%
NAAA
849
New Age Alpha Advisors
New York
$217K -$4.61K -8 -2%
MG
850
McHugh Group
Ohio
$216K – – –
32 33
34
35 36