MSCI

MSCI

Market cap $43.1B

910 hedge funds and large institutions have $39.9B invested in MSCI in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 364 increasing their positions, 310 reducing their positions, and 56 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

910

Holders Change

+41

Holders Change %

+4.72%

% of All Funds

13.19%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-18.18%

% of All Funds

0.13%

New

107

Increased

364

Reduced

310

Closed

Calls

$98.2M

Puts

$85.6M

Net Calls

+$12.5M

Net Calls Change

-$5.78M

Top Buyers

1	AC 1 AKO Capital London, United Kingdom	$247M
2	2 Edgewood Management Greenwich, Connecticut	$875M
3	3 BlackRock New York	$3.98B
4	4 Man Group London, United Kingdom	$153M
5	FPP 5 Findlay Park Partners London, United Kingdom	$115M

Top Sellers

1	1 Wellington Management Group Boston, Massachusetts	$374M
2	2 Capital Research Global Investors Los Angeles, California	$843M
3	3 Massachusetts Financial Services Boston, Massachusetts	$1.06B
4	4 Capital World Investors Los Angeles, California	$106M
5	5 JPMorgan Chase & Co New York	$267M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
726	HAG 726 HighPoint Advisor Group Downers Grove, Illinois	$219K	-$558K	-1,152	-72%
727	AWA 727 Arkadios Wealth Advisors Atlanta, Georgia	$219K	-$201K	-359	-48%
728	EWA 728 EverSource Wealth Advisors Birmingham, Alabama	$218K	+$2.8K	+6	+1%
729	MPM 729 MBB Public Markets Chicago, Illinois	$218K	+$218K	+389	New
730	BBA 730 Braun-Bostich & Associates Canonsburg, Pennsylvania	$217K	-$113K	-201	-34%
731	AFG 731 Atomi Financial Group New York	$215K	+$215K	+384	New
732	PGCM 732 Prescott Group Capital Management Tulsa, Oklahoma	$215K	-$2.24M	-4,000	-91%
733	ATC 733 Argent Trust Co Nashville, Tennessee	$215K	+$215K	+383	New
734	KP 734 Keel Point Huntsville, Alabama	$214K	+$214K	+381	New
735	SFS 735 Security Financial Services Fort Wayne, Indiana	$214K	+$214K	+381	New
736	MG 736 Meritage Group San Francisco, California	$212K	-$50.3K	-90	-19%
737	PWPS 737 Pinnacle Wealth Planning Services Mansfield, Ohio	$212K	–	–	–
738	738 TIAA Trust, National Association Charlotte, North Carolina	$212K	+$212K	+378	New
739	DAS 739 Dynamic Advisor Solutions Phoenix, Arizona	$210K	+$210K	+374	New
740	RB 740 Renasant Bank Tupelo, Mississippi	$207K	+$5.61K	+10	+3%
741	PSP 741 Principal Street Partners Memphis, Tennessee	$207K	–	–	–
742	WTA 742 Washington Trust Advisors Wellesley, Massachusetts	$205K	+$156K	+279	+321%
743	CWA 743 Clarus Wealth Advisors Peoria, Arizona	$202K	-$532K	-998	-72%
744	BCM 744 Buckhead Capital Management Atlanta, Georgia	$202K	–	–	–
745	OC 745 Oppenheimer & Co New York	$201K	+$1.68K	+3	+0.8%
746	SC 746 Savant Capital Rockford, Illinois	$201K	-$560	-1	-0.3%
747	PCM 747 Penserra Capital Management Orinda, California	$200K	-$194K	-348	-49%
748	GRP 748 Global Retirement Partners San Rafael, California	$197K	+$9.53K	+17	+5%
749	AA 749 Ancora Advisors Cleveland, Ohio	$196K	–	–	–
750	WT 750 Whittier Trust South Pasadena, California	$193K	–	–	–

MSCI MSCI Market cap $43.1B

Top Buyers

Top Sellers

MSCI

MSCI

Market cap $43.1B