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MSCI
MSCI

Overview Fund Activity

1,065 hedge funds and large institutions have $39.5B invested in MSCI in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 402 increasing their positions, 376 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+10
Holders Change %
+0.95%
% of All Funds
14.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
123
Increased
402
Reduced
376
Closed
93
Calls
$216M
Puts
$73.9M
Net Calls
+$142M
Net Calls Change
+$217M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.3B
2
AQR Capital Management
AQR Capital Management
Connecticut
$366M
3
Millennium Management
Millennium Management
New York
$390M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$431M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$417M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
$797K
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
GLF
Groupe la Francaise
France
$4.77M
4
A
AustralianSuper
Australia
$0
5
AC
AKO Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
901
Blue Trust Inc
Georgia
$95.6K -$28.3K -50 -23%
YP
902
YANKCOM Partnership
South Dakota
$95.6K +$3.96K +7 +4%
SFFS
903
Stonehage Fleming Financial Services
Jersey
$93.3K – – –
OWA
904
Opal Wealth Advisors
New York
$89.9K +$89.9K +159 New
APW
905
Acima Private Wealth
Virginia
$86.5K – – –
CFFP
906
Center for Financial Planning
Michigan
$82K – – –
SS
907
Sunbelt Securities
Texas
$80.3K +$10.7K +19 +15%
POIA
908
Pin Oak Investment Advisors
Texas
$73K – – –
PTC
909
Private Trust Company
Ohio
$72.4K +$8.48K +15 +13%
QC
910
Quent Capital
New York
$68.6K +$5.67K +10 +9%
IIM
911
Intact Investment Management
Quebec, Canada
$67.3K +$67.3K +119 New
WA
912
Whipplewood Advisors
Colorado
$66.2K +$9.52K +21 +17%
CSP
913
Cary Street Partners
Virginia
$65K -$7.92K -14 -11%
WA
914
WPG Advisers
Maryland
$62.2K -$11.9K -21 -16%
TFIPS
915
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.2K – – –
LI
916
LRI Investments
Florida
$57.6K +$1.69K +3 +3%
FNWA
917
Financial Network Wealth Advisors
Utah
$57.1K +$4.52K +8 +9%
GCGDR
918
Geo Capital Gestora de Recursos
Brazil
$55K – – –
HCP
919
Hexagon Capital Partners
Arkansas
$54.3K -$27.7K -49 -34%
RS
920
Rakuten Securities
Japan
$53.2K +$48.1K +85 +944%
ANBT
921
American National Bank & Trust
Texas
$52K +$51.5K +91 +9,100%
VCM
922
Versant Capital Management
Arizona
$50.3K +$30K +53 +147%
CPBTD
923
Central Pacific Bank - Trust Division
Hawaii
$49.8K -$2.26K -4 -4%
GKIM
924
GW&K Investment Management
Massachusetts
$48K +$27.4K +48 +133%
RTC
925
Riverview Trust Company
Washington
$47.5K -$1.13K -2 -2%
35 36
37
38 39