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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 %
PGAM
951
Princeton Global Asset Management
New Jersey
$22K +$6.96K +12 +46%
TCOT
952
Trust Company of Toledo
Ohio
$21.9K +$21.9K +38 New
RA
953
Rational Advisors
New York
$20.8K +$20.8K +36 New
WIM
954
Westside Investment Management
California
$19.8K +$19.8K +34 New
RWM
955
Rialto Wealth Management
New York
$19.6K +$1.15K +2 +6%
NC
956
NewSquare Capital
Pennsylvania
$19.6K +$1.15K +2 +6%
CA
957
CoreCap Advisors
Michigan
$19.6K +$5.77K +10 +42%
BIA
958
Bell Investment Advisors
California
$19K -$2.31K -4 -11%
SC
959
SouthState Corp
Florida
$18.5K -$3.46K -6 -16%
TH
960
TCTC Holdings
Texas
$18.5K – – –
MIM
961
MTM Investment Management
South Carolina
$18.5K +$18.5K +32 New
SAS
962
Spurstone Advisory Services
Connecticut
$18.5K +$18.5K +32 New
GWSG
963
GPS Wealth Strategies Group
Colorado
$17.6K – – –
PWAM
964
Private Wealth Asset Management
Iowa
$17.3K -$1.15K -2 -6%
AIM
965
Anchor Investment Management
South Carolina
$16.7K +$2.31K +4 +16%
CPG
966
Cornerstone Planning Group
New Jersey
$16.2K +$559 +1 +4%
MCM
967
Manchester Capital Management
Vermont
$16.1K – – –
MCA
968
Midwest Capital Advisors
Michigan
$15K – – –
PPC
969
Park Place Capital
Alabama
$14.5K +$4.65K +8 +47%
AF
970
Advisornet Financial
Minnesota
$14.4K -$4.61K -8 -24%
CT
971
Clearstead Trust
Maine
$14.4K +$14.4K +25 New
SO
972
Sierra Ocean
California
$13.9K -$1.16K -2 -8%
TCM
973
TD Capital Management
Tennessee
$13.8K +$13.3K +23 +2,300%
ADL
974
Asset Dedication LLC
California
$13.8K – – –
BGA
975
Battery Global Advisors
Massachusetts
$12.3K – – –
37 38
39
40 41