MSCI

MSCI • NYSE

MSCI is a financial - data & stock exchanges company in the financial services sector on NYSE, led by Henry A. Fernandez, with a market cap of $40.6B. As of Q3 2025, 88% of shares are held by 1,006 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.5%.

CEOHenry A. Fernandez

Market Cap$40.6B

Financial - Data & Stock Exchanges

Financial Services

Employees5.9K

Websitemsci.com

Country

United States of America

Overview

Overview of institutional ownership in MSCI as of Q3 2025 with a market cap of $43.9B

All Institutions

Institutions: 1,006
Value Held: $38.4B
Shares Held: 67.8M
Avg Position: $38.2M
Median Position: $992.2K

Hedge Funds

Hedge Funds: 54
Value Held: $1.8B
Shares Held: 3.1M
Avg Position: $32.9M
Median Position: $2.6M

Ownership Breakdown

Institutional (non-HF)

83.49%

$36.6B

Hedge Funds

4.05%

$1.8B

Retail & Other

12.47%

$5.5B

Based on market cap of $43.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MSCI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$5.5B 0.08% of portfolio	12.50% 9.7M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$3.3B 0.06% of portfolio	7.59% 5.9M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.9B 0.07% of portfolio	4.29% 3.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.4B 0.08% of portfolio	3.12% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BAMCO INC /NY/ Long Only Manager	Ronald Stephen Baron CEO	$1.4B 3.61% of portfolio	3.09% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$37.7B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.1B 0.07% of portfolio	2.62% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
EDGEWOOD MANAGEMENT LLC Long Only Manager	Alexander Manouchehr Farman-Farmaian Chairman	$1.1B 3.85% of portfolio	2.47% 1.9M shares	Q3 2023 Held for 2y 2m	$28.2B
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$1.0B 0.51% of portfolio	2.30% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$197.71B
POLEN CAPITAL MANAGEMENT LLC Long Only Manager	Stanley Charles Moss CEO	$898.7M 2.92% of portfolio	2.05% 1.6M shares	Q3 2023 Held for 2y 2m	$30.8B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$725.1M 0.45% of portfolio	1.65% 1.3M shares	Q3 2023 Held for 2y 2m	$161.58B

Net Capital Flow

Institutional buying and selling activity for MSCI in Q3 2025

Net Flow: −$1.6B
Buyers: 375
Sellers: 520
Total Bought: +$3.3B
Total Sold: −$4.8B
Avg Position: $36.2M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$747.5M +1.3M shares	$1.4B 2.4M shares
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	+$413.6M +728.9K shares	$496.4M 874.9K shares
Longview Partners LTD Long Only Manager	+$390.2M +687.8K shares	$403.1M 710.5K shares
B BAILLIE GIFFORD & CO Institution	+$187.8M +331.0K shares	$392.4M 691.6K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$181.2M +319.4K shares	$725.1M 1.3M shares
JPMORGAN CHASE & CO Institution	+$160.5M +282.9K shares	$606.7M 1.1M shares
BAMCO INC /NY/ Long Only Manager	+$127.0M +223.8K shares	$1.4B 2.4M shares
VANGUARD GROUP INC Institution	+$94.1M +165.9K shares	$5.5B 9.7M shares
R ROYAL BANK OF CANADA Institution	+$91.4M +161.0K shares	$250.4M 441.3K shares
PRINCIPAL FINANCIAL GROUP INC Institution	+$62.0M +109.3K shares	$1.0B 1.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$319.3M −562.8K shares	$140.4M 247.5K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$287.6M −506.9K shares	$52.9M 93.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$273.4M −481.8K shares	$189.5M 334.0K shares
MACKENZIE FINANCIAL CORP Long Only Manager	−$197.2M −347.5K shares	$32.8M 57.7K shares
Q Qube Research & Technologies Ltd Institution	−$192.6M −339.5K shares	$6.4M 11.2K shares
M MACQUARIE GROUP LTD Institution	−$147.4M −259.7K shares	$115.0M 202.7K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$143.4M −252.8K shares	$104.4M 184.0K shares
E Evergreen Quality Fund GP, Ltd. Institution	−$131.3M −231.4K shares	$180.6M 318.4K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	−$126.3M −222.5K shares	$14.8M 26.1K shares
FRANKLIN RESOURCES INC Institution	−$122.4M −215.7K shares	$210.3M 370.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MSCI in Q3 2025

New Positions: 44
New Value: $115.6M
Exited Positions: 126
Exited Value: $550.2M

New Positions

Institution	Position Value
M Madison Asset Management, LLC Long Only Manager	$40.1M 70.7K shares
Covea Finance Private Equity	$30.3M 53.4K shares
M Meridiem Capital Partners LP Hedge Fund•Long/Short	$15.0M 26.4K shares
P Pictet & Cie SA Institution	$8.9M 15.7K shares
C COMGEST GLOBAL INVESTORS S.A.S. Institution	$6.6M 11.7K shares
V Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Institution	$6.3M 11.2K shares
P PICTET BANK & TRUST Ltd Institution	$1.3M 2.4K shares
DB Fitzpatrick & Co, Inc RIA/Wealth	$908.4K 1.6K shares
BAM Wealth Management, LLC RIA/Wealth	$767.1K 1.4K shares
L Liontrust Investment Partners LLP Long Only Manager	$756.4K 1.3K shares

Exited Positions

Institution	Previous Position
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$89.3M 154.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$81.0M 140.5K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$46.6M 80.7K shares
S Senator Investment Group LP Institution	$34.6M 60.0K shares
Marshall Wace LLP Institution	$22.2M 38.6K shares
Coalescence Partners Investment Management, LP Venture Capital	$22.2M 38.6K shares
Sone Capital Management, LLC Hedge Fund•Multi-Strategy	$18.1M 31.4K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$16.0M 27.8K shares
P Prana Capital Management, LP Hedge Fund•Long/Short	$14.7M 25.6K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$13.6M 23.6K shares

Options Activity

Institutions with the largest Call and Put options positions in MSCI as of Q3 2025

Call Positions: 19
Call Value: $158.7M
Put Positions: 16
Put Value: $141.2M

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$68.8M 1.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$28.0M 493.0 contracts
Oribel Capital Management, LP Hedge Fund•Long/Short	$21.3M 376.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$15.0M 265.0 contracts
J JANE STREET GROUP, LLC Institution	$7.8M 137.0 contracts
Walleye Trading LLC RIA/Wealth	$5.8M 103.0 contracts
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$4.0M 71.0 contracts
UBS Group AG Institution	$3.1M 55.2 contracts
W WOLVERINE TRADING, LLC Institution	$2.4M 43.0 contracts
A Allianz Asset Management AG Institution	$907.9K 16.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$95.9M 1.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$20.5M 362.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$6.9M 122.0 contracts
J JANE STREET GROUP, LLC Institution	$6.5M 114.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.9M 68.0 contracts
Walleye Trading LLC RIA/Wealth	$3.6M 64.0 contracts
A Allianz Asset Management AG Institution	$1.2M 22.0 contracts
P PEAK6 LLC Institution	$1.0M 18.0 contracts
C Capula Management Ltd Institution	$680.9K 12.0 contracts
UBS Group AG Institution	$567.4K 10.0 contracts

Most Committed Institutions

Institutions with MSCI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Alken Asset Management Ltd. Hedge Fund•Multi-Strategy	Nicolas Rene Walewski CEO	45.88% $624.2K	0.00% 1.1K shares	Q4 2024 Held for 11 months	$1.4M
G GCQ FUNDS MANAGEMENT PTY Ltd Institution	-	14.58% $96.0M	0.22% 169.2K shares	Q4 2024 Held for 11 months	$658.5M
Geo Capital Gestora de Recursos Ltd Hedge Fund•Value	Andre Won Suk Kim Partner	7.55% $3.7M	0.01% 6.6K shares	Q4 2020 Held for 4y 11m	$49.5M
G GOBI CAPITAL LLC Hedge Fund•Long/Short	Bo Leilei Shan Managing Partner	7.07% $145.6M	0.33% 256.6K shares	Q1 2025 Held for 8 months	$2.1B
G GFI Investment Counsel Ltd. RIA/Wealth	Daniel Todd Goodman CEO	7.05% $67.7M	0.15% 119.3K shares	Q4 2016 Held for 8y 11m	$960.1M
Meritage Group LP Family Office	Nathaniel Henry Simons Chairman	6.27% $235.6M	0.54% 415.3K shares	Q2 2025 Held for 5 months	$3.8B
Quantum Capital Management, LLC / NJ RIA/Wealth	John J. Hughes President	6.10% $55.6M	0.13% 98.1K shares	Q2 2020 Held for 5y 5m	$912.1M
Bowie Capital Management, LLC Hedge Fund•Long/Short	Cory Lynn Whitaker Managing Partner	5.25% $116.3M	0.27% 205.0K shares	Q4 2016 Held for 8y 11m	$2.2B
W WILSON ASSET MANAGEMENT PTY LTD Institution	-	4.89% $19.8M	0.05% 34.8K shares	Q2 2024 Held for 1y 5m	$404.2M
YCG, LLC Long Only Manager	William David Kruger CEO	4.67% $62.3M	0.14% 109.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.3B

Hedge Fund Spotlight

Discover hedge funds investing in MSCI

JACKSON HILL ADVISORS, LLC

Hedge Fund • Value

Portfolio ManagerVincent Scott Soler

Portfolio Value: $211.5M
Positions: 14
Last Reported: Q3 2025

Sector Allocation

Position in MSCI

Market Value: $5.5M
Shares Held: 9.8K
Portfolio Weight: 2.62%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Brookfield BN	Asset Management Financial Services	$29.8M	14.10%
2 Pultegroup PHM	Residential Construction Consumer Cyclical	$23.8M	11.24%
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$21.4M	10.13%