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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
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 %
CAI
801
Capital Advisors Inc
Oklahoma
$269K +$269K +449 New
KP
802
Keel Point
Alabama
$268K +$30K +50 +13%
QL
803
Quarry LP
New York
$268K -$48.6K -81 -15%
FHA
804
Flagship Harbor Advisors
Massachusetts
$265K +$14.4K +24 +6%
SWP
805
Sagespring Wealth Partners
Tennessee
$263K +$263K +438 New
ECM
806
Evergreen Capital Management
Washington
$262K – – –
DBRC
807
D.B. Root & Company
Pennsylvania
$257K +$600 +1 +0.2%
KWA
808
Kingswood Wealth Advisors
California
$256K -$864K -1,440 -77%
SW
809
SVB Wealth
Massachusetts
$255K +$255K +426 New
FFN
810
Focus Financial Network
Minnesota
$254K +$254K +424 New
FTUS
811
Flow Traders U.S.
New York
$253K +$253K +422 New
ST
812
Smithfield Trust
Pennsylvania
$251K – – –
CAMG
813
CWA Asset Management Group
Florida
$251K +$10.2K +17 +4%
WCM
814
WealthBridge Capital Management
Ohio
$248K – – –
C
815
Certuity
Florida
$248K -$12.6K -21 -5%
MFA
816
Mayflower Financial Advisors
Massachusetts
$248K +$1.2K +2 +0.5%
AC
817
Avestar Capital
New York
$248K +$22.2K +37 +10%
JSW
818
Journey Strategic Wealth
New Jersey
$245K -$2.4K -4 -1%
CAM
819
Claret Asset Management
Quebec, Canada
$245K +$1.8K +3 +0.7%
FMLI
820
Fukoku Mutual Life Insurance
Japan
$245K -$64.2K -107 -21%
EWA
821
EverSource Wealth Advisors
Alabama
$243K +$25.8K +43 +12%
VCM
822
Virtue Capital Management
Tennessee
$242K -$35.4K -59 -13%
LF
823
Lantz Financial
Illinois
$242K +$1.2K +2 +0.5%
BEC
824
Blue Edge Capital
Virginia
$240K – – –
CAG
825
Csenge Advisory Group
Florida
$238K +$37.8K +63 +19%
31 32
33
34 35