1,018 hedge funds and large institutions have $38.6B invested in MSCI in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 361 increasing their positions, 401 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

24% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 126

Holders
1,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$160M
Puts
$146M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SN
1001
Sittner & Nelson
Oregon
$1.14K
SIC
1002
SJS Investment Consulting
Ohio
$1.14K
FFA
1003
Frazier Financial Advisors
Ohio
$1.14K
HIA
1004
HFM Investment Advisors
New Jersey
$1.14K
WCM
1005
Winthrop Capital Management
Indiana
$1K
OAJ
1006
Ogorek Anthony Joseph
New York
$1K
ACA
1007
American Capital Advisory
Idaho
$568
WWM
1008
Wolff Wiese Magana
California
$568
RWS
1009
Retirement Wealth Solutions
Wisconsin
$568
SA
1010
Seneschal Advisors
Washington
$568
BIM
1011
Breakwater Investment Management
Washington
$568
EFMH
1012
E Fund Management (HK)
Hong Kong
$567
IAS
1013
IMA Advisory Services
Colorado
$567
CFD
1014
Creative Financial Designs
Indiana
$567
SHIM
1015
Stone House Investment Management
Pennsylvania
$567
DCM
1016
Davis Capital Management
Florida
$567
SIS
1017
Sound Income Strategies
Florida
$558
YDMI
1018
Y.D. More Investments
Israel
$105
Norges Bank
1019
Norges Bank
Norway
WorldQuant Millennium Advisors
1020
WorldQuant Millennium Advisors
New York
Renaissance Technologies
1021
Renaissance Technologies
New York
SIG
1022
Senator Investment Group
New York
Marshall Wace
1023
Marshall Wace
United Kingdom
CPIM
1024
Coalescence Partners Investment Management
New York
SCM
1025
Sone Capital Management
New York