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932 hedge funds and large institutions have $34.2B invested in MSCI in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 385 increasing their positions, 300 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 300

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 122

1% more funds holding

Funds holding: 919932 (+13)

0.89% less ownership

Funds ownership: 90.57%89.68% (-0.89%)

15% less capital invested

Capital invested by funds: $40.1B → $34.2B (-$5.88B)

61% less call options, than puts

Call options by funds: $78M | Put options by funds: $201M

Holders
932
Holders Change
+13
Holders Change %
+1.41%
% of All Funds
13.46%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
144
Increased
385
Reduced
300
Closed
122
Calls
$78M
Puts
$201M
Net Calls
-$123M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
OIAM
426
OFI Invest Asset Management
France
$1.71M +$1.89M +3,815 New
AWM
427
Apollon Wealth Management
South Carolina
$1.71M +$271K +546 +18%
DA
428
Dash Acquisitions
California
$1.7M +$1.68M +3,378 New
AWAU
429
Alliance Wealth Advisors (Utah)
Utah
$1.69M +$1.74M +3,505 New
AWM
430
AE Wealth Management
Kansas
$1.66M +$308K +620 +22%
PA
431
PFG Advisors
Arizona
$1.65M -$10.9K -22 -0.6%
Bessemer Group
432
Bessemer Group
New Jersey
$1.61M +$151K +304 +10%
Wealth Enhancement Advisory Services
433
Wealth Enhancement Advisory Services
Minnesota
$1.6M -$141K -284 -8%
KHCM
434
Kirtland Hills Capital Management
Ohio
$1.6M +$21.3K +43 +1%
SWM
435
Segment Wealth Management
Texas
$1.57M +$50.1K +101 +3%
TCPG
436
Trivant Custom Portfolio Group
California
$1.54M +$1.59M +3,205 New
ET
437
Entropy Technologies
New York
$1.54M -$1.4M -2,829 -47%
PAS
438
Park Avenue Securities
New York
$1.53M +$55.1K +111 +4%
EFM
439
E Fund Management
China
$1.52M -$230K -464 -13%
BS
440
Banco Santander
Spain
$1.46M +$549K +1,107 +58%
OIA
441
OneDigital Investment Advisors
Kansas
$1.46M +$1.01M +2,033 +204%
BG
442
BDF Gestion
France
$1.45M +$1.5M +3,017 New
PRC
443
Pearl River Capital
Michigan
$1.45M +$383K +772 +34%
SPIA
444
Steward Partners Investment Advisory
New York
$1.42M +$50.6K +102 +4%
PWM
445
Palumbo Wealth Management
New York
$1.42M +$395K +797 +37%
FCM
446
Fairbanks Capital Management
California
$1.4M +$33.2K +67 +2%
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$1.2M +2,416 +512%
FT
448
Fiduciary Trust
Massachusetts
$1.39M -$105K -212 -7%
VCA
449
Verdence Capital Advisors
Maryland
$1.38M +$712K +1,434 +100%
PFMU
450
Privium Fund Management (UK)
United Kingdom
$1.37M +$1.39M +2,800 New