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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 %
NC
951
NewSquare Capital
Pennsylvania
$19.6K 34 +2 +6%
CA
952
CoreCap Advisors
Michigan
$19.6K 34 +10 +42%
BIA
953
Bell Investment Advisors
California
$19K 33 -4 -11%
SC
954
SouthState Corp
Florida
$18.5K 32 -6 -16%
TH
955
TCTC Holdings
Texas
$18.5K 32 – –
MIM
956
MTM Investment Management
South Carolina
$18.5K 32 +32 New
SAS
957
Spurstone Advisory Services
Connecticut
$18.5K 32 +32 New
GWSG
958
GPS Wealth Strategies Group
Colorado
$17.6K 31 – –
PWAM
959
Private Wealth Asset Management
Iowa
$17.3K 30 -2 -6%
AIM
960
Anchor Investment Management
South Carolina
$16.7K 29 +4 +16%
CPG
961
Cornerstone Planning Group
New Jersey
$16.2K 29 +1 +4%
MCM
962
Manchester Capital Management
Vermont
$16.1K 28 – –
MCA
963
Midwest Capital Advisors
Michigan
$15K 26 – –
PPC
964
Park Place Capital
Alabama
$14.5K 25 +8 +47%
AF
965
Advisornet Financial
Minnesota
$14.4K 25 -8 -24%
CT
966
Clearstead Trust
Maine
$14.4K 25 +25 New
SO
967
Sierra Ocean
California
$13.9K 24 -2 -8%
TCM
968
TD Capital Management
Tennessee
$13.8K 24 +23 +2,300%
ADL
969
Asset Dedication LLC
California
$13.8K 24 – –
BGA
970
Battery Global Advisors
Massachusetts
$12.3K 21 – –
MSWA
971
Marshall & Sterling Wealth Advisors
New York
$12.1K 21 +7 +50%
TPWA
972
Twin Peaks Wealth Advisors
California
$12.1K 22 +22 New
BWL
973
Bogart Wealth LLC
Virginia
$11.6K 20 +14 +233%
PWMG
974
Private Wealth Management Group
New Jersey
$11.5K 20 – –
GXJ
975
Global X Japan
Japan
$11.5K 20 +20 New
37 38
39
40 41