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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 %
OP
1026
ORG Partners
Indiana
$2.32K 4 -3 -43%
BLC
1027
Brown, Lisle/Cummings
Rhode Island
$2.31K 4 – –
NC
1028
North Capital
Utah
$2.31K 4 – –
PWMG
1029
Prestige Wealth Management Group
New Jersey
$2.31K 4 – –
MFT
1030
Moisand Fitzgerald Tamayo
Florida
$2.31K 4 – –
HWA
1031
HHM Wealth Advisors
Tennessee
$2.31K 4 – –
TIM
1032
Tortoise Investment Management
New York
$2.31K 4 +4 New
BHWM
1033
Bay Harbor Wealth Management
Maryland
$2.31K 4 +2 +100%
NWM
1034
Nova Wealth Management
Florida
$2.15K 4 – –
HFM
1035
Harvest Fund Management
China
$2K 4 – –
CTC
1036
Central Trust Company
Missouri
$1.73K 3 – –
SC
1037
Stephens Consulting
Michigan
$1.73K 3 +3 New
AWM
1038
Atticus Wealth Management
Florida
$1.73K 3 +3 New
RWPA
1039
Richard W. Paul & Associates
Michigan
$1.73K 3 – –
AP
1040
Aspect Partners
Virginia
$1.73K 3 – –
HNW
1041
High Note Wealth
Minnesota
$1.73K 3 – –
TIM
1042
Total Investment Management
Arizona
$1.73K 3 +3 New
FAM
1043
Flaharty Asset Management
Florida
$1.17K 2 -11 -85%
SIC
1044
SJS Investment Consulting
Ohio
$1.15K 2 -8 -80%
FFA
1045
Frazier Financial Advisors
Ohio
$1.15K 2 – –
TFM
1046
TFC Financial Management
Massachusetts
$1.15K 2 – –
ACA
1047
American Capital Advisory
Idaho
$1.15K 2 +2 New
QWM
1048
Quaker Wealth Management
New Jersey
$1.15K 2 +2 New
AWM
1049
Activest Wealth Management
Florida
$1.15K 2 -2 -50%
WA
1050
WestEnd Advisors
North Carolina
$1.15K 2 -1 -33%
40 41
42
43 44