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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
DAS
651
Diversify Advisory Services
Utah
$374K +$379K +764 New
TA
652
Tectonic Advisors
Texas
$371K +$382K +770 New
OFS
653
OneAscent Financial Services
Alabama
$369K +$113K +227 +42%
ETC
654
Exchange Traded Concepts
Oklahoma
$367K +$65K +131 +21%
PCM
655
Permanent Capital Management
Illinois
$367K +$316K +636 New
SMA
656
Sage Mountain Advisors
Georgia
$360K +$109K +220 +42%
TWC
657
TD Waterhouse Canada
Ontario, Canada
$360K +$261K +527 +236%
SC
658
Syon Capital
California
$359K +$19.4K +39 +6%
NRD
659
Nebula Research & Development
New York
$358K +$369K +744 New
CCA
660
Checchi Capital Advisers
California
$355K -$16.4K -33 -4%
SWA
661
SFMG Wealth Advisors
Texas
$355K -$496 -1 -0.1%
WSFS
662
Wilmington Savings Fund Society
Delaware
$351K -$61K -123 -14%
WP
663
Woodline Partners
California
$349K -$32.7K -66 -8%
QCG
664
Quadrant Capital Group
Ohio
$349K +$27.8K +56 +8%
EDRH
665
Edmond de Rothschild Holding
Switzerland
$346K -$533K -1,074 -60%
CFG
666
Citizens Financial Group
Rhode Island
$343K +$353K +712 New
FTWA
667
Fifth Third Wealth Advisors
Ohio
$342K +$352K +710 New
CWM
668
Connecticut Wealth Management
Connecticut
$340K -$148K -298 -30%
ITFISA
669
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$337K -$149K -300 -30%
DS
670
DRW Securities
Illinois
$332K +$342K +690 New
BHPW
671
Beverly Hills Private Wealth
California
$332K -$28.3K -57 -8%
STA
672
Summit Trail Advisors
New York
$331K +$86.3K +174 +34%
GWP
673
Gen-Wealth Partners
Michigan
$330K +$103K +208 +44%
Parallax Volatility Advisers
674
Parallax Volatility Advisers
California
$321K -$431K -869 -57%
MWM
675
Meridian Wealth Management
Kentucky
$320K +$329K +664 New