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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 %
GSWM
901
Golden State Wealth Management
California
$96.9K +$84.2K +146 +664%
OWA
902
Opal Wealth Advisors
New York
$95.2K +$3.46K +6 +4%
APW
903
Acima Private Wealth
Virginia
$88.2K – – –
OCM
904
Osterweis Capital Management
California
$88.2K +$88.2K +153 New
GAG
905
Goodman Advisory Group
Massachusetts
$85.9K +$85.9K +149 New
CFFP
906
Center for Financial Planning
Michigan
$83.6K – – –
IIM
907
Intact Investment Management
Quebec, Canada
$79.6K +$11K +19 +16%
TPCW
908
TD Private Client Wealth
New York
$77.3K -$769K -1,334 -91%
GRP
909
Global Retirement Partners
California
$73.9K +$73.9K +128 New
PTC
910
Private Trust Company
Ohio
$73.8K – – –
SS
911
Sunbelt Securities
Texas
$73.8K -$11.4K -19 -13%
POIA
912
Pin Oak Investment Advisors
Texas
$73K – – –
BOJHT
913
Bank of Jackson Hole Trust
Wyoming
$68.6K +$54.8K +95 +396%
WA
914
Whipplewood Advisors
Colorado
$65.2K -$19K -33 -23%
SOW
915
State of Wyoming
Wyoming
$65.2K +$65.2K +113 New
CSP
916
Cary Street Partners
Virginia
$64.6K -$1.73K -3 -3%
TFIPS
917
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.4K – – –
LI
918
LRI Investments
Florida
$62.2K +$3.46K +6 +6%
GIM
919
Generali Investments Management
Slovenia
$61.6K +$61.6K +107 New
MYIA
920
Mount Yale Investment Advisors
Colorado
$60.6K +$60.6K +105 New
FNWA
921
Financial Network Wealth Advisors
Utah
$58.8K +$577 +1 +1%
WA
922
WPG Advisers
Maryland
$58.8K -$4.61K -8 -7%
MIFH
923
Migdal Insurance & Financial Holdings
Israel
$56K +$17.9K +31 +47%
RS
924
Rakuten Securities
Japan
$54.8K +$577 +1 +1%
GWM
925
Geneos Wealth Management
Colorado
$52.5K – – –
35 36
37
38 39