870 hedge funds and large institutions have $40.7B invested in MSCI in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 316 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+45
Holders Change %
+5.45%
% of All Funds
12.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
112
Increased
316
Reduced
339
Closed
56
Calls
$222M
Puts
$204M
Net Calls
+$18.3M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
576
Silver Oak Securities
Tennessee
$474K +$472K +834 +20,850%
Lido Advisors
577
Lido Advisors
California
$471K +$28.9K +51 +7%
BC
578
Burney Company
Virginia
$469K -$2.26K -4 -0.5%
MFG
579
Menard Financial Group
Texas
$469K +$39K +69 +9%
BWP
580
Balboa Wealth Partners
Arizona
$465K -$195K -345 -30%
HWM
581
HB Wealth Management
Georgia
$464K -$78.1K -138 -14%
CI
582
Cigna Investments
Connecticut
$464K -$13.6K -24 -3%
NP
583
NorthRock Partners
Minnesota
$458K +$458K +810 New
WEG
584
World Equity Group
Illinois
$454K +$454K +803 New
IEFM
585
IQ EQ Fund Management
Ireland
$449K +$2.83K +5 +0.6%
GA
586
Geller Advisors
New York
$448K +$1.13K +2 +0.3%
BCFD
587
Boit C.F. David
$445K
AI
588
AdvisorShares Investments
Maryland
$442K -$5.09K -9 -1%
ERWM
589
Elk River Wealth Management
Colorado
$441K
NWMG
590
National Wealth Management Group
Ohio
$441K +$441K +780 New
Northwestern Mutual Wealth Management
591
Northwestern Mutual Wealth Management
Wisconsin
$440K +$170K +300 +63%
SW
592
SVB Wealth
Massachusetts
$433K +$104K +184 +32%
CCA
593
Checchi Capital Advisers
California
$430K +$5.66K +10 +1%
SEC
594
Seven Eight Capital
New York
$429K -$1.37M -2,421 -76%
BHPW
595
Beverly Hills Private Wealth
California
$426K -$7.92K -14 -2%
AWA
596
Arkadios Wealth Advisors
Georgia
$424K +$28.9K +51 +7%
TPWA
597
TRUE Private Wealth Advisors
Oregon
$419K +$106K +187 +34%
ZB
598
Zions Bancorporation
Utah
$419K +$19.2K +34 +5%
CG
599
Caprock Group
Idaho
$418K +$39.6K +70 +10%
SWA
600
SFMG Wealth Advisors
Texas
$417K -$1.13K -2 -0.3%