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MSCI
MSCI

1,077 hedge funds and large institutions have $40.3B invested in MSCI in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $216M | Put options by funds: $73.9M

30% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 92

4% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 386

1% more funds holding

Funds holding: 1,067 → 1,077 (+10)

0.7% more ownership

Funds ownership: 91.11% → 91.82% (+0.7%)

6% less capital invested

Capital invested by funds: $42.6B → $40.3B (-$2.37B)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
1,077
Holders Change
+10
Holders Change %
+0.94%
% of All Funds
14.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
120
Increased
403
Reduced
386
Closed
92
Calls
$216M
Puts
$73.9M
Net Calls
+$142M
Net Calls Change
+$217M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$302M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$300M
3
Millennium Management
Millennium Management
New York
+$246M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$196M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$134M

Top Sellers

Rank Fund Capital Flow
1
SGA
Sustainable Growth Advisers
Connecticut
-$548M
2
Morgan Stanley
Morgan Stanley
New York
-$400M
3
GLF
Groupe la Francaise
France
-$229M
4
A
AustralianSuper
Australia
-$142M
5
AC
AKO Capital
United Kingdom
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1026
JNBA Financial Advisors
Minnesota
$3.39K – – –
S
1027
Sachetta
Massachusetts
$3.39K – – –
TCA
1028
Trifecta Capital Advisors
Illinois
$3.39K – – –
BWL
1029
Bogart Wealth LLC
Virginia
$3.39K +$581 +1 +20%
UCB
1030
United Community Bank
South Carolina
$3.39K +$3.49K +6 New
CMP
1031
Coston McIsaac & Partners
Maine
$3K – – –
ACM
1032
Anfield Capital Management
California
$2.83K – – –
BTD
1033
BankPlus Trust Department
Mississippi
$2.83K – – –
CBT
1034
Crews Bank & Trust
Florida
$2.83K – – –
MDA
1035
Minot DeBlois Advisors
Massachusetts
$2.83K – – –
DWM
1036
Dogwood Wealth Management
Kansas
$2.83K +$2.91K +5 New
GC
1037
Garde Capital
Washington
$2.83K +$2.91K +5 New
BAM
1038
Bellevue Asset Management
Washington
$2.83K – – –
CWP
1039
Clark Wealth Partners
Illinois
$2.26K – – –
CA
1040
Continuum Advisory
Idaho
$2.26K – – –
HWA
1041
HHM Wealth Advisors
Tennessee
$2.26K – – –
MFT
1042
Moisand Fitzgerald Tamayo
Florida
$2.26K – – –
PWMG
1043
Prestige Wealth Management Group
New Jersey
$2.26K – – –
AWM
1044
Activest Wealth Management
Florida
$2.26K +$1.74K +3 +300%
BLC
1045
Brown, Lisle/Cummings
Rhode Island
$2.26K +$2.33K +4 New
NC
1046
North Capital
Utah
$2.26K +$2.33K +4 New
NWM
1047
Nova Wealth Management
Florida
$2.26K +$2.33K +4 New
HFM
1048
Harvest Fund Management
China
$2K -$9.88K -17 -81%
CFD
1049
Creative Financial Designs
Indiana
$1.7K -$2.33K -4 -57%
CTC
1050
Central Trust Company
Missouri
$1.7K -$1.16K -2 -40%
40 41
42
43 44

MSCI Hedge Fund Activity: Q1 2025 in Review

1,077 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q1 2025, worth a combined $40.3B — down 5.6% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new MSCI positions and 92 closed out — a net gain of 28 holders — while 403 added to existing stakes and 386 trimmed.

The largest buyer was Vanguard Group, adding an estimated $302M. The largest seller was Sustainable Growth Advisers, cutting an estimated $548M.

  • 1,077 institutional investors held MSCI (MSCI) as of Q1 2025, up from 1,067 in Q4 2024.
  • Funds reported $40.3B of MSCI stock for Q1 2025, down 5.6% quarter-over-quarter.
  • 120 funds opened new MSCI positions in Q1 2025 and 92 closed out, a net change of +28 holders.
  • The largest MSCI buyer in Q1 2025 was Vanguard Group, an estimated $302M added.
  • The largest MSCI seller in Q1 2025 was Sustainable Growth Advisers, an estimated $548M sold.

Based on aggregated 13F filings for Q1 2025.