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MSCI
MSCI

Overview Fund Activity

1,055 hedge funds and large institutions have $42.3B invested in MSCI in 2024 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+69
Holders Change %
+7%
% of All Funds
14.05%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
161
Increased
400
Reduced
354
Closed
76
Calls
$98.3M
Puts
$172M
Net Calls
-$74.1M
Net Calls Change
-$29.4M

Top Buyers

1
EQF
Evergreen Quality Fund
Cayman Islands
$354M
2
Bessemer Group
Bessemer Group
New Jersey
$353M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$252M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$304M
5
UBS Group
UBS Group
Switzerland
$229M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$315M
2
BlackRock
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
Millennium Management
New York
$160M
5
SGA
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
676
GAMMA Investing
California
$495K +$246K +410 +99%
WANY
677
Wealthspire Advisors (New York)
New York
$489K -$56.4K -94 -10%
BPA
678
Beacon Pointe Advisors
California
$486K -$70.2K -117 -13%
BCFD
679
Boit C.F. David
$486K – – –
MG
680
Mather Group
Illinois
$484K +$14.4K +24 +3%
OWP
681
ORG Wealth Partners
Texas
$484K +$39.6K +66 +9%
DADC
682
D.A. Davidson & Co
Montana
$482K -$601 -1 -0.1%
SWM
683
Salvus Wealth Management
New Jersey
$482K +$13.2K +22 +3%
PA
684
Parallel Advisors
California
$475K +$44.5K +74 +10%
CI
685
Cigna Investments
Connecticut
$473K -$4.8K -8 -1%
ET
686
Entropy Technologies
New York
$472K -$2.4M -4,003 -84%
GA
687
Geller Advisors
New York
$468K -$6K -10 -1%
ERWM
688
Elk River Wealth Management
Colorado
$468K – – –
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$464K -$73.8K -123 -14%
AR
690
Apeiron RIA
Texas
$461K +$55.2K +92 +14%
AIP
691
Ameritas Investment Partners
Nebraska
$458K -$19.8K -33 -4%
IAN
692
Integrated Advisors Network
Texas
$458K +$149K +248 +48%
RSWM
693
Robertson Stephens Wealth Management
California
$458K -$1.26M -2,095 -73%
FCG
694
Fielder Capital Group
Tennessee
$456K +$456K +760 New
EFG
695
Ethos Financial Group
Pennsylvania
$453K +$453K +755 New
CCA
696
Checchi Capital Advisers
California
$448K +$4.8K +8 +1%
FTWA
697
Fifth Third Wealth Advisors
Ohio
$447K +$7.8K +13 +2%
FFA
698
Farther Finance Advisors
California
$446K -$28.8K -48 -6%
LAM
699
LECAP Asset Management
United Kingdom
$442K -$3.08M -5,137 -87%
SWA
700
SFMG Wealth Advisors
Texas
$440K – – –
26 27
28
29 30