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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 %
CPBTD
926
Central Pacific Bank - Trust Division
Hawaii
$52.5K +$1.73K +3 +3%
VIS
927
Vega Investment Solutions
France
$51.3K -$55.9K -97 -52%
FUBT
928
First United Bank & Trust
Maryland
$48.4K – – –
GKIM
929
GW&K Investment Management
Massachusetts
$48K – – –
RI
930
Ridgewood Investments
New Jersey
$47.3K – – –
VCM
931
Versant Capital Management
Arizona
$46.7K -$4.61K -8 -9%
AT
932
Arlington Trust
Alabama
$46.1K – – –
PMFA
933
Plante Moran Financial Advisors
Michigan
$46.1K – – –
HWM
934
Hemington Wealth Management
Virginia
$42K +$4.6K +8 +12%
Optiver Holding
935
Optiver Holding
Netherlands
$40.4K +$12.7K +22 +46%
CLOS
936
Compagnie Lombard Odier SCmA
Switzerland
$39.8K – – –
SWM
937
Spire Wealth Management
Virginia
$38.1K -$281K -488 -88%
RIL
938
Rothschild Investment LLC
Illinois
$35.8K -$1.15K -2 -3%
SWIG
939
Strategic Wealth Investment Group
Kentucky
$35.8K +$35.8K +62 New
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$35.2K – – –
MAM
941
Meeder Asset Management
Ohio
$35.2K +$5.19K +9 +17%
SC
942
Steph & Co
Wisconsin
$34.6K +$34.6K +60 New
JWA
943
JFS Wealth Advisors
Pennsylvania
$33.5K -$1.73K -3 -5%
TCOV
944
Trust Company of Vermont
Vermont
$33.5K – – –
SSG
945
Summit Securities Group
New York
$30K +$30K +52 New
RA
946
Rise Advisors
New York
$26.9K -$1.72K -3 -6%
JFGIW
947
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.2K -$6.34K -11 -21%
CI
948
Clal Insurance
Israel
$24K +$24K +42 New
GC
949
GFG Capital
Florida
$23.1K +$23.1K +40 New
FMP
950
Financial Management Professionals
Texas
$22.5K +$2.88K +5 +15%
36 37
38
39 40