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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 %
MMCM
876
Murphy & Mullick Capital Management
New York
$165K – – –
Group One Trading
877
Group One Trading
Illinois
$164K +$131K +227 +391%
GM
878
GeoWealth Management
Illinois
$158K -$6.92K -12 -4%
HI
879
Harbour Investments
Wisconsin
$155K +$12.1K +21 +9%
MPWT
880
MassMutual Private Wealth & Trust
Connecticut
$151K -$19.6K -34 -11%
WFG
881
Wormser Freres Gestion
France
$145K +$145K +252 New
GGI
882
Godsey & Gibb Inc
Virginia
$144K – – –
CYG
883
Clean Yield Group
Vermont
$141K – – –
MIM
884
Meridiem Investment Management
United Kingdom
$141K – – –
CFO
885
CVA Family Office
Colorado
$139K -$12.7K -22 -8%
CH
886
Cromwell Holdings
Wyoming
$137K +$5.77K +10 +4%
ZBNA
887
Zions Bancorporation, National Association
Utah
$133K -$92.3K -160 -41%
NFSG
888
Newbridge Financial Services Group
Florida
$133K +$133K +230 New
MSE
889
MUFG Securities EMEA
United Kingdom
$132K -$5.06M -8,770 -97%
AGWCA
890
Annis Gardner Whiting Capital Advisors
Florida
$131K +$19K +33 +17%
SIM
891
Sentry Investment Management
Wisconsin
$131K – – –
BTI
892
Blue Trust Inc
Georgia
$122K +$24.8K +43 +25%
OL
893
OneFund LLC
Florida
$119K +$119K +206 New
C
894
Covestor
United Kingdom
$113K -$22.6K -39 -17%
GCM
895
Goldstream Capital Management
Hong Kong
$112K – – –
PFBT
896
Parkside Financial Bank & Trust
Missouri
$105K – – –
LFG
897
Larson Financial Group
Missouri
$103K -$19.6K -34 -16%
UB
898
UMB Bank
Missouri
$103K -$45.6K -79 -31%
DF
899
Dunhill Financial
United Kingdom
$102K -$578 -1 -0.6%
EFMH
900
E Fund Management (HK)
Hong Kong
$97.5K -$13.3K -23 -12%
34 35
36
37 38