1,018 hedge funds and large institutions have $38.6B invested in MSCI in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 401 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

24% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 126

Holders
1,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$160M
Puts
$146M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
826
Godsey & Gibb Inc
Virginia
$142K
JFG
827
Jefferies Financial Group
New York
$142K
MIM
828
Meridiem Investment Management
United Kingdom
$139K
CYG
829
Clean Yield Group
Vermont
$139K
TCB
830
Texas Capital Bancshares
Texas
$135K
CH
831
Cromwell Holdings
Wyoming
$134K
NFSG
832
Newbridge Financial Services Group
Florida
$133K
C
833
Covestor
United Kingdom
$131K
LFG
834
Larson Financial Group
Missouri
$131K
Group One Trading
835
Group One Trading
Illinois
$125K
OL
836
OneFund LLC
Florida
$123K
AGWCA
837
Annis Gardner Whiting Capital Advisors
Florida
$117K
ZBNA
838
Zions Bancorporation, National Association
Utah
$115K
NAAA
839
New Age Alpha Advisors
New York
$113K
GCM
840
Goldstream Capital Management
Hong Kong
$111K
SIM
841
Sentry Investment Management
Wisconsin
$109K
PFBT
842
Parkside Financial Bank & Trust
Missouri
$107K
SS
843
Sunbelt Securities
Texas
$105K
DF
844
Dunhill Financial
United Kingdom
$101K
GSWM
845
Golden State Wealth Management
California
$95.3K
BOJHT
846
Bank of Jackson Hole Trust
Wyoming
$91.9K
BTI
847
Blue Trust Inc
Georgia
$87.9K
PAM
848
Palisade Asset Management
Minnesota
$85.1K
OCM
849
Osterweis Capital Management
California
$84.5K
CFFP
850
Center for Financial Planning
Michigan
$82.3K