MSCI approves rule change that may push Strategy out of its indexes

New eligibility rules for non-operating companies could put Strategy and Metaplanet on the chopping block, with JPMorgan estimating approximately $2.8 billion in potential outflows MSCI has finalized a new rulebook that could show Strategy the door. On October 15, 2026, the index provider announced updated eligibility rules for its Global Investable Market Indexes (GIMI). Under the new framework, certain “non-operating companies” are now considered ineligible. Strategy (MSTR) and Metaplanet are among the firms that may be swept out. Because trillions in passive money follow these lists, falling off means a lot of automatic buyers turn into automatic sellers. The new rules replace a set of temporary screens that specifically targeted companies whose digital asset holdings exceeded 50%. The replacement is broader.

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