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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 %
Winslow Capital Management
1126
Winslow Capital Management
Minnesota
– -$232K -411 Closed
KWA
1127
Kingswood Wealth Advisors
California
– -$232K -410 Closed
JAFL
1128
Jay A. Fishman Ltd
Michigan
– -$223K -395 Closed
GWM
1129
GK Wealth Management
Nevada
– -$224K -395 Closed
GS
1130
GTS Securities
New York
– -$218K -386 Closed
CA
1131
Claro Advisors
Massachusetts
– -$210K -371 Closed
MOS
1132
MGO One Seven
Ohio
– -$209K -370 Closed
IC
1133
Iconiq Capital
California
– -$209K -369 Closed
NWM
1134
Northwest Wealth Management
Iowa
– -$208K -368 Closed
SW
1135
SVB Wealth
Massachusetts
– -$193K -341 Closed
WF
1136
Wayfinding Financial
Washington
– -$118K -209 Closed
GFPC
1137
Global Financial Private Client
Florida
– -$101K -179 Closed
YP
1138
YANKCOM Partnership
South Dakota
– -$95.6K -169 Closed
SFFS
1139
Stonehage Fleming Financial Services
Jersey
– -$93.3K -165 Closed
QC
1140
Quent Capital
New York
– -$68.6K -121 Closed
HCP
1141
Hexagon Capital Partners
Arkansas
– -$54.3K -96 Closed
ANBT
1142
American National Bank & Trust
Texas
– -$52K -92 Closed
RTC
1143
Riverview Trust Company
Washington
– -$47.5K -84 Closed
CIAM
1144
Caitong International Asset Management
Hong Kong
– -$46.9K -83 Closed
HH
1145
HWG Holdings
Texas
– -$43.5K -77 Closed
CWC
1146
Carolinas Wealth Consulting
North Carolina
– -$25.4K -45 Closed
WT
1147
Washington Trust
Rhode Island
– -$23.2K -41 Closed
SCB
1148
Saudi Central Bank
Saudi Arabia
– -$17.5K -31 Closed
EB
1149
Eastern Bank
Massachusetts
– -$15.8K -28 Closed
DCM
1150
Davidson Capital Management
Texas
– -$9.05K -16 Closed
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