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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 %
PPWP
851
Premier Path Wealth Partners
New Jersey
$216K +$216K +374 New
WFA
852
Wellspring Financial Advisors
Ohio
$215K +$3.46K +6 +2%
PFM
853
Potomac Fund Management
Florida
$215K +$215K +375 New
AC
854
AXQ Capital
New Jersey
$214K +$214K +371 New
LF
855
Lantz Financial
Illinois
$212K -$20.8K -36 -9%
AF
856
Allworth Financial
California
$210K +$67.4K +117 +47%
NAM
857
NorthCrest Asset Manangement
Minnesota
$210K -$494K -842 -70%
EFM
858
E Fund Management
China
$209K -$1.58M -2,739 -88%
HTC
859
Haverford Trust Company
Pennsylvania
$209K +$209K +363 New
BWM
860
Baron Wealth Management
Michigan
$208K +$208K +361 New
QWP
861
Quotient Wealth Partners
Texas
$208K -$577 -1 -0.3%
BCM
862
Buckhead Capital Management
Georgia
$208K – – –
TC
863
Tairen Capital
Hong Kong
$208K +$208K +360 New
AA
864
Alta Advisers
United Kingdom
$207K – – –
OC
865
Oppenheimer & Co
New York
$206K +$206K +357 New
MYAM
866
Meiji Yasuda Asset Management
Japan
$205K -$533K -925 -72%
AWA
867
Aaron Wealth Advisors
Illinois
$205K -$36.9K -64 -15%
WT
868
Whittier Trust
California
$205K +$19K +33 +10%
KMWM
869
Keudell/Morrison Wealth Management
Oregon
$201K +$201K +348 New
AL
870
Aspiriant LLC
California
$200K +$200K +347 New
CB
871
CNB Bank
Pennsylvania
$200K -$277K -481 -58%
RF
872
Rossby Financial
Florida
$184K +$3.46K +6 +2%
AAP
873
Arax Advisory Partners
Colorado
$174K +$13.3K +23 +8%
BDL
874
Banque de Luxembourg
Luxembourg
$170K – – –
BA
875
Bellwether Advisors
Nebraska
$167K -$6.04M -10,468 -97%
33 34
35
36 37