MSCI icon

MSCI
MSCI

Overview Fund Activity

1,065 hedge funds and large institutions have $39.5B invested in MSCI in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 402 increasing their positions, 376 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+10
Holders Change %
+0.95%
% of All Funds
14.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
123
Increased
402
Reduced
376
Closed
93
Calls
$216M
Puts
$73.9M
Net Calls
+$142M
Net Calls Change
+$217M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.3B
2
AQR Capital Management
AQR Capital Management
Connecticut
$366M
3
Millennium Management
Millennium Management
New York
$390M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$431M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$417M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
$797K
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
GLF
Groupe la Francaise
France
$4.77M
4
A
AustralianSuper
Australia
$0
5
AC
AKO Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
976
Davidson Capital Management
Texas
$9.05K – – –
SIC
977
Salem Investment Counselors
North Carolina
$8.48K – – –
SCA
978
Stuart Chaussee & Associates
California
$8.48K – – –
Q1WB
979
Quest 10 Wealth Builders
Virginia
$8.03K – – –
AW
980
Avion Wealth
Texas
$8K – – –
FWA
981
Flagship Wealth Advisors
Massachusetts
$7.92K – – –
EPW
982
Evergreen Private Wealth
Colorado
$7.92K – – –
TC
983
Truvestments Capital
Florida
$7.92K – – –
MSWA
984
Marshall & Sterling Wealth Advisors
New York
$7.92K +$7.92K +14 New
FAM
985
Flaharty Asset Management
Florida
$7.38K +$7.38K +13 New
MSWM
986
Mowery & Schoenfeld Wealth Management
Illinois
$6.81K -$1.14K -2 -14%
BCMLT
987
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.81K +$3.4K +6 +100%
HWA
988
Heritage Wealth Advisors
Virginia
$6.79K -$1.13K -2 -14%
KPP
989
Kings Path Partners
Texas
$6.79K – – –
DAM
990
Delta Asset Management
Tennessee
$6.22K – – –
EAM
991
Eukles Asset Management
Ohio
$6.22K – – –
HWP
992
Highline Wealth Partners
California
$5.67K +$3.4K +6 +150%
SIC
993
SJS Investment Consulting
Ohio
$5.66K – – –
AA
994
Ancora Advisors
Ohio
$5.66K – – –
IBOK
995
Independence Bank of Kentucky
Kentucky
$5.66K – – –
FFO
996
Fortitude Family Office
Arizona
$5.66K – – –
CTB
997
Country Trust Bank
Illinois
$5.66K +$5.66K +10 New
PWA
998
Principia Wealth Advisory
Texas
$5.49K +$4.39K +8 +400%
HFS
999
Hughes Financial Services
Virginia
$5.11K +$5.11K +9 New
AWM
1000
Abound Wealth Management
Tennessee
$5.09K – – –
38 39
40
41 42