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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 %
PA
1101
Procyon Advisors
Connecticut
– -$1.11M -1,955 Closed
ACMA
1102
Arbor Capital Management (Alaska)
Alaska
– -$897K -1,585 Closed
AWF
1103
Alpha Wealth Funds
Utah
– -$820K -1,450 Closed
AGC
1104
Aspen Grove Capital
Colorado
– -$720K -1,274 Closed
AFCM
1105
Applied Finance Capital Management
Puerto Rico
– -$608K -1,075 Closed
AG
1106
Algert Global
California
– -$574K -1,015 Closed
UOTTAIMCU
1107
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$547K -968 Closed
VCM
1108
Virtue Capital Management
Tennessee
– -$545K -965 Closed
AM
1109
AGF Management
Ontario, Canada
– -$538K -952 Closed
Wolverine Trading
1110
Wolverine Trading
Illinois
– -$530K -949 Closed
AIM
1111
Aigen Investment Management
New York
– -$501K -886 Closed
NWA
1112
New World Advisors
Massachusetts
– -$484K -856 Closed
BC
1113
BIT Capital
Germany
– -$472K -835 Closed
RA
1114
RFG Advisory
Alabama
– -$439K -776 Closed
PPW
1115
Parcion Private Wealth
Washington
– -$428K -756 Closed
EFG
1116
Ethos Financial Group
Pennsylvania
– -$453K -755 Closed
ISL
1117
Ingalls & Snyder LLC
New York
– -$423K -748 Closed
KI
1118
Keystone Investors
Singapore
– -$419K -741 Closed
MA
1119
MJP Associates
Connecticut
– -$417K -737 Closed
GCP
1120
Garda Capital Partners
Minnesota
– -$404K -714 Closed
AFGAS
1121
Allegiance Financial Group Advisory Services
Virginia
– -$350K -619 Closed
AWS
1122
Atria Wealth Solutions
New York
– -$321K -567 Closed
KAM
1123
Karani Asset Management
New York
– -$298K -527 Closed
AWM
1124
Angeles Wealth Management
California
– -$276K -488 Closed
AWM
1125
Aprio Wealth Management
Georgia
– -$255K -450 Closed
43 44
45
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