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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 %
MSWA
976
Marshall & Sterling Wealth Advisors
New York
$12.1K +$4.04K +7 +50%
TPWA
977
Twin Peaks Wealth Advisors
California
$12.1K +$12.1K +22 New
BWL
978
Bogart Wealth LLC
Virginia
$11.6K +$8.14K +14 +233%
PWMG
979
Private Wealth Management Group
New Jersey
$11.5K – – –
GXJ
980
Global X Japan
Japan
$11.5K +$11.5K +20 New
AAS
981
Ameritas Advisory Services
Nebraska
$11.5K +$11.5K +20 New
KFI
982
Key Financial Inc
Pennsylvania
$11K – – –
BT
983
Banque Transatlantique
France
$10.4K – – –
AW
984
Avion Wealth
Texas
$10K +$2.63K +5 +36%
CT
985
Colonial Trust
South Carolina
$9.5K -$10.1K -17 -52%
HHMI
986
Howard Hughes Medical Institute
Maryland
$9.23K +$9.23K +16 New
SIC
987
Salem Investment Counselors
North Carolina
$8.65K – – –
SCA
988
Stuart Chaussee & Associates
California
$8.65K – – –
TC
989
Truvestments Capital
Florida
$8.07K – – –
EPW
990
Evergreen Private Wealth
Colorado
$8.07K – – –
WB
991
Webster Bank
Connecticut
$8.07K +$8.07K +14 New
FFO
992
Fortitude Family Office
Arizona
$7.5K +$1.73K +3 +30%
MSWM
993
Mowery & Schoenfeld Wealth Management
Illinois
$6.94K – – –
KPP
994
Kings Path Partners
Texas
$6.92K – – –
HWA
995
Heritage Wealth Advisors
Virginia
$6.92K – – –
KG
996
Kilter Group
New York
$6.92K +$6.92K +12 New
TWD
997
True Wealth Design
Ohio
$6.92K -$138K -240 -95%
S
998
Sachetta
Massachusetts
$6.35K +$2.88K +5 +83%
DAM
999
Delta Asset Management
Tennessee
$6.34K – – –
EAM
1000
Eukles Asset Management
Ohio
$6.34K – – –
38 39
40
41 42