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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, 420 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
420
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 %
PWA
1001
Principia Wealth Advisory
Texas
$6.34K +$577 +1 +10%
HFS
1002
Hughes Financial Services
Virginia
$6.03K +$1.1K +2 +22%
AA
1003
Ancora Advisors
Ohio
$5.77K – – –
IBOK
1004
Independence Bank of Kentucky
Kentucky
$5.77K – – –
AWM
1005
Abound Wealth Management
Tennessee
$5.19K – – –
FPF
1006
First Pacific Financial
Washington
$5.19K – – –
CWM
1007
Centricity Wealth Management
Ohio
$5.19K – – –
AFG
1008
Albion Financial Group
Utah
$5.19K – – –
RAM
1009
Riggs Asset Management
Pennsylvania
$5.19K +$4.61K +8 +800%
CVM
1010
Cheviot Value Management
California
$4.92K – – –
HWP
1011
Highline Wealth Partners
California
$4.63K -$1.16K -2 -20%
CWA
1012
Carolina Wealth Advisors
South Carolina
$4.61K – – –
PCFFS
1013
Pacific Center for Financial Services
California
$4.04K – – –
DPW
1014
DiNuzzo Private Wealth
Pennsylvania
$4.04K – – –
AS
1015
Altshuler Shaham
Israel
$4.04K – – –
BGAI
1016
Bruce G. Allen Investments
Colorado
$4.04K – – –
RTL
1017
Red Tortoise LLC
Georgia
$4.04K – – –
BFS
1018
Bare Financial Services
Pennsylvania
$4.04K +$3.46K +6 +600%
CMP
1019
Coston McIsaac & Partners
Maine
$4K – – –
BCMLT
1020
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.49K -$3.49K -6 -50%
JFA
1021
JNBA Financial Advisors
Minnesota
$3.46K – – –
TCA
1022
Trifecta Capital Advisors
Illinois
$3.46K – – –
HIA
1023
Harbor Investment Advisory
Maryland
$3.46K -$8.07K -14 -70%
DJSG
1024
D.J. St. Germain
Massachusetts
$3.46K – – –
ACM
1025
Anfield Capital Management
California
$2.88K – – –
39 40
41
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