MSCI INC (MSCI) — Hedge Fund Ownership Q4 2025
MSCI
- MSCI INC (MSCI) is held by 6 of 81 tracked hedge funds, with Polen Capital Management (3%) and Valley Forge Capital Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in MSCI holdings came from Valley Forge Capital Management (+2%), highlighting conviction.
- The biggest decreases in MSCI holdings came from Polen Capital Management (-16%) and Jensen Investment Management (-11%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to MSCI INC (MSCI) by -13% vs the prior quarter and -29% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
3.26% | 1.3M | -15.96% | -34.50% | $763.7M | $573.73 | — |
| 2 |
Valley Forge Capital Management
|
0.79% | 61K | +1.79% | +1.79% | $34.9M | $573.73 | — |
| 3 |
Markel Group Tom Gayner
|
0.65% | 143K | — | — | $82.0M | $573.73 | — |
| 4 |
Fundsmith
|
0.56% | 167K | — | — | $95.6M | $573.73 | — |
| 5 |
Jensen Investment Management
|
0.09% | 10K | -10.86% | -4.83% | $5.7M | $573.73 | — |
| 6 |
Yacktman Asset Management Donald Yacktman
|
0.09% | 11K | — | +53.31% | $6.3M | $573.73 | — |
| 6 | Total | — | 1.7M | -12.81% | -28.81% | $988.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.