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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
NW
526
NewEdge Wealth
Pennsylvania
$832K +$523K +1,055 +157%
RCM
527
RB Capital Management
Nevada
$816K -$2.48K -5 -0.3%
HIIFS
528
Harel Insurance Investments & Financial Services
Israel
$814K +$182K +366 +28%
NG
529
Norden Group
Utah
$809K +$833K +1,679 New
PA
530
Procyon Advisors
Connecticut
$808K +$373K +752 +81%
BP
531
Ballentine Partners
Massachusetts
$804K -$78.4K -158 -9%
GCP
532
Garda Capital Partners
Minnesota
$799K +$823K +1,659 New
SWIG
533
Strategic Wealth Investment Group
Kentucky
$794K +$822K +1,657 New
CCM
534
Coldstream Capital Management
Washington
$785K -$269K -543 -25%
DWM
535
Diversify Wealth Management
Utah
$778K +$746K +1,504 New
EWM
536
EPG Wealth Management
Georgia
$776K -$742K -1,495 Closed
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$771K -$687K -1,385 -46%
NC
538
nVerses Capital
Florida
$771K +$794K +1,600 New
CF
539
Copperwynd Financial
Arizona
$761K +$699K +1,408 New
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$752K -$55.1K -111 -7%
TCB
541
Texas Capital Bancshares
Texas
$751K +$14.4K +29 +2%
VAS
542
Vestmark Advisory Solutions
Massachusetts
$749K +$520K +1,047 +206%
NIMI
543
Natixis Investment Managers International
France
$748K -$489K -985 -39%
Teacher Retirement System of Texas
544
Teacher Retirement System of Texas
Texas
$742K -$12.7M -25,628 -94%
WMA
545
Wealth Management Associates
New Jersey
$742K
FTDI
546
First Trust Direct Indexing
Massachusetts
$739K +$69.5K +140 +10%
GPGA
547
Grandeur Peak Global Advisors
Utah
$734K +$300K +605 +66%
MC
548
Machina Capital
France
$733K +$755K +1,522 New
PCA
549
Pallas Capital Advisors
Massachusetts
$728K +$724K +1,459 New
RCA
550
Roberts Capital Advisors
Colorado
$725K