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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 %
AAS
976
Ameritas Advisory Services
Nebraska
$11.5K 20 +20 New
KFI
977
Key Financial Inc
Pennsylvania
$11K 19 – –
BT
978
Banque Transatlantique
France
$10.4K 18 -64 -78%
AW
979
Avion Wealth
Texas
$10K 19 +5 +36%
CT
980
Colonial Trust
South Carolina
$9.5K 16 -17 -52%
HHMI
981
Howard Hughes Medical Institute
Maryland
$9.23K 16 +16 New
SIC
982
Salem Investment Counselors
North Carolina
$8.65K 15 – –
SCA
983
Stuart Chaussee & Associates
California
$8.65K 15 – –
EPW
984
Evergreen Private Wealth
Colorado
$8.07K 14 – –
TC
985
Truvestments Capital
Florida
$8.07K 14 – –
WB
986
Webster Bank
Connecticut
$8.07K 14 +14 New
FFO
987
Fortitude Family Office
Arizona
$7.5K 13 +3 +30%
MSWM
988
Mowery & Schoenfeld Wealth Management
Illinois
$6.94K 12 – –
HWA
989
Heritage Wealth Advisors
Virginia
$6.92K 12 – –
KPP
990
Kings Path Partners
Texas
$6.92K 12 – –
KG
991
Kilter Group
New York
$6.92K 12 +12 New
TWD
992
True Wealth Design
Ohio
$6.92K 12 -240 -95%
S
993
Sachetta
Massachusetts
$6.35K 11 +5 +83%
EAM
994
Eukles Asset Management
Ohio
$6.34K 11 – –
DAM
995
Delta Asset Management
Tennessee
$6.34K 11 – –
PWA
996
Principia Wealth Advisory
Texas
$6.34K 11 +1 +10%
HFS
997
Hughes Financial Services
Virginia
$6.03K 11 +2 +22%
AA
998
Ancora Advisors
Ohio
$5.77K 10 – –
IBOK
999
Independence Bank of Kentucky
Kentucky
$5.77K 10 – –
AWM
1000
Abound Wealth Management
Tennessee
$5.19K 9 – –
38 39
40
41 42