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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
$553M
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
$454M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$7.58M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$346M
3
Capital International Investors
Capital International Investors
California
$31.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$162M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
1051
TFC Financial Management
Massachusetts
$1.15K – – –
ACA
1052
American Capital Advisory
Idaho
$1.15K +$1.15K +2 New
QWM
1053
Quaker Wealth Management
New Jersey
$1.15K +$1.15K +2 New
AWM
1054
Activest Wealth Management
Florida
$1.15K -$1.15K -2 -50%
WA
1055
WestEnd Advisors
North Carolina
$1.15K -$577 -1 -33%
RFS
1056
Richardson Financial Services
Massachusetts
$1.15K – – –
CAC
1057
Core Alternative Capital
Georgia
$1.15K – – –
SN
1058
Sittner & Nelson
Oregon
$1.15K – – –
PWM
1059
Parkworth Wealth Management
California
$1.15K +$577 +1 +100%
CIAS
1060
CBIZ Investment Advisory Services
Ohio
$1.15K +$577 +1 +100%
HIA
1061
HFM Investment Advisors
New Jersey
$1.15K +$577 +1 +100%
BI
1062
Binnacle Investments
Iowa
$1.15K +$577 +1 +100%
WCM
1063
Winthrop Capital Management
Indiana
$1K – – –
SIS
1064
Sound Income Strategies
Florida
$577 -$11K -19 -95%
WWM
1065
Wolff Wiese Magana
California
$577 -$3.46K -6 -86%
CFD
1066
Creative Financial Designs
Indiana
$577 -$1.15K -2 -67%
WCM
1067
WealthTrak Capital Management
Virginia
$577 -$577 -1 -50%
SA
1068
Scarborough Advisors
Maryland
$577 +$577 +1 New
IAS
1069
IMA Advisory Services
Colorado
$577 +$577 +1 New
BCWM
1070
Bartlett & Co Wealth Management
Ohio
$577 +$577 +1 New
YDMI
1071
Y.D. More Investments
Israel
$123 -$68 -40 -36%
VNIM
1072
Vaughan Nelson Investment Management
Texas
– -$60.5M -107,035 Closed
CVA
1073
Ceredex Value Advisors
Florida
– -$21.9M -38,750 Closed
Holocene Advisors
1074
Holocene Advisors
New York
– -$18.4M -32,495 Closed
LCAM
1075
London & Capital Asset Management
United Kingdom
– -$17.1M -30,182 Closed
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