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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$315M
2
BlackRock
2
BlackRock
New York
$3.57B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$739M
4
Millennium Management
4
Millennium Management
New York
$160M
5
SGA
5
Sustainable Growth Advisers
Connecticut
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
726
Ritholtz Wealth Management
New York
$395K +$21.6K +36 +6%
IEFM
727
IQ EQ Fund Management
Ireland
$393K -$83.4K -139 -18%
CPW
728
Crestmont Private Wealth
Texas
$388K +$13.8K +23 +4%
SPC
729
Sigma Planning Corp
Michigan
$388K +$19.2K +32 +5%
WBC
730
Westpac Banking Corp
Australia
$386K – – –
PCM
731
Permanent Capital Management
Illinois
$382K +$382K +636 New
JF
732
JSF Financial
California
$380K – – –
NWAG
733
Net Worth Advisory Group
Utah
$379K +$1.2K +2 +0.3%
VT
734
Vise Technologies
New York
$377K +$377K +628 New
IAA
735
Independent Advisor Alliance
North Carolina
$374K +$80.4K +134 +27%
RS
736
R Squared
Hong Kong
$372K +$372K +620 New
SMA
737
Sage Mountain Advisors
Georgia
$370K -$72K -120 -16%
CFGS
738
Concourse Financial Group Securities
Alabama
$370K -$7.36K -12 -2%
ET
739
Equitable Trust
Tennessee
$365K – – –
SAM
740
Smartleaf Asset Management
Massachusetts
$362K +$82.2K +137 +29%
WWM
741
WJ Wealth Management
Arizona
$360K – – –
Winslow Capital Management
742
Winslow Capital Management
Minnesota
$359K -$75K -125 -17%
IAS
743
Insigneo Advisory Services
Florida
$358K -$12.6K -21 -3%
OF
744
Optimize Financial
California
$358K +$358K +596 New
KPWS
745
Kestra Private Wealth Services
Texas
$355K +$107K +178 +43%
PWM
746
Perigon Wealth Management
California
$351K +$12.2K +20 +4%
VFA
747
Valeo Financial Advisors
Indiana
$350K +$4.2K +7 +1%
DILIC
748
Dai-ichi Life Insurance Company
Japan
$350K -$1.92M -3,200 -85%
BBW
749
Blue Barn Wealth
Utah
$349K -$1.2K -2 -0.3%
DCA
750
DSG Capital Advisors
Minnesota
$346K +$346K +576 New
28 29
30
31 32