1,067 hedge funds and large institutions have $40.8B invested in MSCI in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 392 increasing their positions, 416 reducing their positions, and 92 closing their positions.

Holders
1,067
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
14.33%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
114
Increased
392
Reduced
416
Closed
92
Calls
$50.6M
Puts
$133M
Net Calls
-$82.5M
Net Calls Change
-$225M
Name Market Value Shares Shares
Change
Shares
Change %
WFG
876
Wormser Freres Gestion
France
$145K 252 +252 New
GGI
877
Godsey & Gibb Inc
Virginia
$144K 250
CYG
878
Clean Yield Group
Vermont
$141K 245
MIM
879
Meridiem Investment Management
United Kingdom
$141K 245
CFO
880
CVA Family Office
Colorado
$139K 241 -22 -8%
CH
881
Cromwell Holdings
Wyoming
$137K 237 +10 +4%
ZBNA
882
Zions Bancorporation, National Association
Utah
$133K 231 -160 -41%
NFSG
883
Newbridge Financial Services Group
Florida
$133K 230 +230 New
MSE
884
MUFG Securities EMEA
United Kingdom
$132K 229 -8,770 -97%
AGWCA
885
Annis Gardner Whiting Capital Advisors
Florida
$131K 228 +33 +17%
SIM
886
Sentry Investment Management
Wisconsin
$131K 226
BTI
887
Blue Trust Inc
Georgia
$122K 212 +43 +25%
OL
888
OneFund LLC
Florida
$119K 206 +206 New
C
889
Covestor
United Kingdom
$113K 195 -39 -17%
GCM
890
Goldstream Capital Management
Hong Kong
$112K 195
PFBT
891
Parkside Financial Bank & Trust
Missouri
$105K 182
LFG
892
Larson Financial Group
Missouri
$103K 178 -34 -16%
UB
893
UMB Bank
Missouri
$103K 178 -79 -31%
DF
894
Dunhill Financial
United Kingdom
$102K 177 -1 -0.6%
EFMH
895
E Fund Management (HK)
Hong Kong
$97.5K 169 -23 -12%
GSWM
896
Golden State Wealth Management
California
$96.9K 168 +146 +664%
OWA
897
Opal Wealth Advisors
New York
$95.2K 165 +6 +4%
APW
898
Acima Private Wealth
Virginia
$88.2K 153
OCM
899
Osterweis Capital Management
California
$88.2K 153 +153 New
GAG
900
Goodman Advisory Group
Massachusetts
$85.9K 149 +149 New