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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
14.38%
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 %
GC
1026
Garde Capital
Washington
$2.88K – – –
MDA
1027
Minot DeBlois Advisors
Massachusetts
$2.88K – – –
CBT
1028
Crews Bank & Trust
Florida
$2.88K – – –
IWM
1029
IMG Wealth Management
Florida
$2.88K +$2.88K +5 New
BAM
1030
Bellevue Asset Management
Washington
$2.88K – – –
OP
1031
ORG Partners
Indiana
$2.32K -$1.74K -3 -43%
MFT
1032
Moisand Fitzgerald Tamayo
Florida
$2.31K – – –
HWA
1033
HHM Wealth Advisors
Tennessee
$2.31K – – –
PWMG
1034
Prestige Wealth Management Group
New Jersey
$2.31K – – –
BLC
1035
Brown, Lisle/Cummings
Rhode Island
$2.31K – – –
NC
1036
North Capital
Utah
$2.31K – – –
TIM
1037
Tortoise Investment Management
New York
$2.31K +$2.31K +4 New
BHWM
1038
Bay Harbor Wealth Management
Maryland
$2.31K +$1.15K +2 +100%
NWM
1039
Nova Wealth Management
Florida
$2.15K – – –
HFM
1040
Harvest Fund Management
China
$2K – – –
CTC
1041
Central Trust Company
Missouri
$1.73K – – –
AWM
1042
Atticus Wealth Management
Florida
$1.73K +$1.73K +3 New
SC
1043
Stephens Consulting
Michigan
$1.73K +$1.73K +3 New
RWPA
1044
Richard W. Paul & Associates
Michigan
$1.73K – – –
AP
1045
Aspect Partners
Virginia
$1.73K – – –
HNW
1046
High Note Wealth
Minnesota
$1.73K – – –
TIM
1047
Total Investment Management
Arizona
$1.73K +$1.73K +3 New
FAM
1048
Flaharty Asset Management
Florida
$1.17K -$6.41K -11 -85%
SIC
1049
SJS Investment Consulting
Ohio
$1.15K -$4.62K -8 -80%
TFM
1050
TFC Financial Management
Massachusetts
$1.15K – – –
40 41
42
43 44