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MSCI
MSCI

Overview Fund Activity

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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$547M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$553M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$208M
4
MG
4
Meritage Group
California
$180M
5
MAM
5
Magellan Asset Management
Australia
$176M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$7.58M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$346M
3
Capital International Investors
3
Capital International Investors
California
$31.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$162M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$366M
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
901
Center for Financial Planning
Michigan
$83.6K 145 – –
IIM
902
Intact Investment Management
Quebec, Canada
$79.6K 138 +19 +16%
TPCW
903
TD Private Client Wealth
New York
$77.3K 134 -1,334 -91%
GRP
904
Global Retirement Partners
California
$73.9K 128 +128 New
PTC
905
Private Trust Company
Ohio
$73.8K 128 – –
SS
906
Sunbelt Securities
Texas
$73.8K 123 -19 -13%
POIA
907
Pin Oak Investment Advisors
Texas
$73K 130 – –
BOJHT
908
Bank of Jackson Hole Trust
Wyoming
$68.6K 119 +95 +396%
WA
909
Whipplewood Advisors
Colorado
$65.2K 113 -33 -23%
SOW
910
State of Wyoming
Wyoming
$65.2K 113 +113 New
CSP
911
Cary Street Partners
Virginia
$64.6K 112 -3 -3%
TFIPS
912
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.4K 110 – –
LI
913
LRI Investments
Florida
$62.2K 108 +6 +6%
GIM
914
Generali Investments Management
Slovenia
$61.6K 107 +107 New
MYIA
915
Mount Yale Investment Advisors
Colorado
$60.6K 105 +105 New
FNWA
916
Financial Network Wealth Advisors
Utah
$58.8K 102 +1 +1%
WA
917
WPG Advisers
Maryland
$58.8K 102 -8 -7%
MIFH
918
Migdal Insurance & Financial Holdings
Israel
$56K 97 +31 +47%
RS
919
Rakuten Securities
Japan
$54.8K 95 +1 +1%
GWM
920
Geneos Wealth Management
Colorado
$52.5K 91 – –
CPBTD
921
Central Pacific Bank - Trust Division
Hawaii
$52.5K 91 +3 +3%
VIS
922
Vega Investment Solutions
France
$51.3K 89 -97 -52%
FUBT
923
First United Bank & Trust
Maryland
$48.4K 84 – –
GKIM
924
GW&K Investment Management
Massachusetts
$48K 84 – –
RI
925
Ridgewood Investments
New Jersey
$47.3K 82 – –
35 36
37
38 39