MSCI icon

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 %
NWA
701
New World Advisors
Massachusetts
$439K -$8.4K -14 -2%
HH
702
Hilltop Holdings
Texas
$437K +$24.6K +41 +6%
HNB
703
Huntington National Bank
Ohio
$437K +$208K +346 +91%
CA
704
Commerzbank Aktiengesellschaft
Germany
$435K -$12K -20 -3%
LS
705
Livforsakringsbolaget Skandia
Sweden
$433K – – –
PAG
706
Private Advisor Group
New Jersey
$430K -$137K -228 -24%
WCM
707
Weaver Capital Management
Georgia
$427K +$12.6K +21 +3%
WA
708
Wealth Alliance
New York
$427K -$3K -5 -0.7%
VCM
709
Voleon Capital Management
California
$424K +$424K +706 New
CWM
710
Connecticut Wealth Management
Connecticut
$423K +$9K +15 +2%
GM
711
GeoWealth Management
Illinois
$422K +$8.4K +14 +2%
ITFISA
712
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$420K – – –
SC
713
Syon Capital
California
$416K -$28.2K -47 -6%
WLG
714
Williamson Legacy Group
Indiana
$416K +$145K +242 +54%
BHPW
715
Beverly Hills Private Wealth
California
$413K – – –
QCG
716
Quadrant Capital Group
Ohio
$410K -$31.2K -52 -7%
WIA
717
World Investment Advisors
California
$409K +$409K +682 New
BBHC
718
Brown Brothers Harriman & Co
New York
$408K -$12.6K -21 -3%
MWM
719
Meridian Wealth Management
Kentucky
$405K +$4.8K +8 +1%
HWAM
720
Hennion & Walsh Asset Management
New Jersey
$405K -$17.4K -29 -4%
AWM
721
Axxcess Wealth Management
California
$404K +$2.4K +4 +0.6%
KCM
722
Kathmere Capital Management
Pennsylvania
$400K +$54K +90 +16%
CP
723
Castleview Partners
Texas
$400K -$61.5K -103 -13%
DS
724
DRW Securities
Illinois
$396K +$396K +660 New
CPIG
725
Chicago Partners Investment Group
Illinois
$396K +$140K +232 +55%
27 28
29
30 31