MSCI icon

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 %
AFG
1001
Albion Financial Group
Utah
$5.19K 9 – –
FPF
1002
First Pacific Financial
Washington
$5.19K 9 – –
CWM
1003
Centricity Wealth Management
Ohio
$5.19K 9 – –
RAM
1004
Riggs Asset Management
Pennsylvania
$5.19K 9 +8 +800%
CVM
1005
Cheviot Value Management
California
$4.92K 9 – –
HWP
1006
Highline Wealth Partners
California
$4.63K 8 -2 -20%
CWA
1007
Carolina Wealth Advisors
South Carolina
$4.61K 8 – –
DPW
1008
DiNuzzo Private Wealth
Pennsylvania
$4.04K 7 – –
PCFFS
1009
Pacific Center for Financial Services
California
$4.04K 7 – –
AS
1010
Altshuler Shaham
Israel
$4.04K 7 – –
BGAI
1011
Bruce G. Allen Investments
Colorado
$4.04K 7 – –
RTL
1012
Red Tortoise LLC
Georgia
$4.04K 7 – –
BFS
1013
Bare Financial Services
Pennsylvania
$4.04K 7 +6 +600%
CMP
1014
Coston McIsaac & Partners
Maine
$4K 7 – –
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.49K 6 -6 -50%
TCA
1016
Trifecta Capital Advisors
Illinois
$3.46K 6 – –
JFA
1017
JNBA Financial Advisors
Minnesota
$3.46K 6 – –
HIA
1018
Harbor Investment Advisory
Maryland
$3.46K 6 -14 -70%
DJSG
1019
D.J. St. Germain
Massachusetts
$3.46K 6 – –
GC
1020
Garde Capital
Washington
$2.88K 5 – –
MDA
1021
Minot DeBlois Advisors
Massachusetts
$2.88K 5 – –
CBT
1022
Crews Bank & Trust
Florida
$2.88K 5 – –
ACM
1023
Anfield Capital Management
California
$2.88K 5 – –
IWM
1024
IMG Wealth Management
Florida
$2.88K 5 +5 New
BAM
1025
Bellevue Asset Management
Washington
$2.88K 5 – –
39 40
41
42 43