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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
QC
801
Quent Capital
New York
$55.5K +$7.44K +15 +15%
UB
802
UMB Bank
Missouri
$54K +$7.44K +15 +15%
BC
803
Barrett & Company
Rhode Island
$51.2K
FNWA
804
Financial Network Wealth Advisors
Utah
$49.4K +$50.6K +102 New
GRP
805
Global Retirement Partners
California
$46.7K -$127K -255 -72%
Optiver Holding
806
Optiver Holding
Netherlands
$45.8K -$11.9K -24 -20%
AAP
807
Arax Advisory Partners
Colorado
$42.9K +$23.8K +48 +117%
A
808
AlphaQuest
New York
$41.9K -$881K -1,775 -95%
POIA
809
Pin Oak Investment Advisors
Texas
$41K +$39.2K +79 +1,129%
SWM
810
Spire Wealth Management
Virginia
$40.9K -$47.1K -95 -53%
FUBT
811
First United Bank & Trust
Maryland
$40.9K
RI
812
Ridgewood Investments
New Jersey
$39.5K +$40.7K +82 New
LFG
813
Larson Financial Group
Missouri
$39K
AT
814
Arlington Trust
Alabama
$38.5K -$31.3K -63 -44%
PMFA
815
Plante Moran Financial Advisors
Michigan
$38.5K
VAG
816
VisionPoint Advisory Group
Texas
$38.1K +$39.2K +79 New
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$29.4K
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.9K
PTC
819
Private Trust Company
Ohio
$27.5K -$43.2K -87 -60%
HH
820
HWG Holdings
Texas
$27.5K +$28.3K +57 New
PCMC
821
Planning Capital Management Corporation
Pennsylvania
$27.5K +$28.3K +57 New
RIL
822
Rothschild Investment LLC
Illinois
$26K -$70.5K -142 -72%
Group One Trading
823
Group One Trading
Illinois
$26K +$26.8K +54 New
RA
824
Rise Advisors
New York
$22.7K
NL
825
NVWM LLC
Pennsylvania
$22.2K +$2.98K +6 +15%