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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 %
SN
1051
Sittner & Nelson
Oregon
$1.15K 2 – –
CAC
1052
Core Alternative Capital
Georgia
$1.15K 2 – –
RFS
1053
Richardson Financial Services
Massachusetts
$1.15K 2 – –
HIA
1054
HFM Investment Advisors
New Jersey
$1.15K 2 +1 +100%
BI
1055
Binnacle Investments
Iowa
$1.15K 2 +1 +100%
PWM
1056
Parkworth Wealth Management
California
$1.15K 2 +1 +100%
CIAS
1057
CBIZ Investment Advisory Services
Ohio
$1.15K 2 +1 +100%
WCM
1058
Winthrop Capital Management
Indiana
$1K 1 – –
SIS
1059
Sound Income Strategies
Florida
$577 1 -19 -95%
WWM
1060
Wolff Wiese Magana
California
$577 1 -6 -86%
CFD
1061
Creative Financial Designs
Indiana
$577 1 -2 -67%
WCM
1062
WealthTrak Capital Management
Virginia
$577 1 -1 -50%
SA
1063
Scarborough Advisors
Maryland
$577 1 +1 New
IAS
1064
IMA Advisory Services
Colorado
$577 1 +1 New
BCWM
1065
Bartlett & Co Wealth Management
Ohio
$577 1 +1 New
YDMI
1066
Y.D. More Investments
Israel
$123 72 -40 -36%
VNIM
1067
Vaughan Nelson Investment Management
Texas
– – -107,035 Closed
CVA
1068
Ceredex Value Advisors
Florida
– – -38,750 Closed
Holocene Advisors
1069
Holocene Advisors
New York
– – -32,495 Closed
LCAM
1070
London & Capital Asset Management
United Kingdom
– – -30,182 Closed
CII
1071
Capital International Inc
California
– – -27,549 Closed
SPC
1072
Stony Point Capital
New York
– – -26,769 Closed
SFI
1073
Susquehanna Fundamental Investments
Pennsylvania
– – -26,286 Closed
Hudson Bay Capital Management
1074
Hudson Bay Capital Management
Connecticut
– – -23,402 Closed
CF
1075
Corebridge Financial
Texas
– – -20,314 Closed
41 42
43
44 45