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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 %
CI
826
CX Institutional
Indiana
$237K +$6K +10 +3%
JAFL
827
Jay A. Fishman Ltd
Michigan
$237K – – –
BIM
828
Bridges Investment Management
Nebraska
$232K -$7.2K -12 -3%
PGCM
829
Prescott Group Capital Management
Oklahoma
$230K – – –
AWA
830
Arkadios Wealth Advisors
Georgia
$230K +$230K +383 New
SC
831
Summa Corp
Texas
$229K – – –
MAG
832
M3 Advisory Group
Massachusetts
$228K +$600 +1 +0.3%
AWM
833
Aprio Wealth Management
Georgia
$227K +$227K +378 New
EFG
834
Everhart Financial Group
Ohio
$226K +$226K +377 New
MG
835
McHugh Group
Ohio
$225K +$225K +375 New
WTA
836
Washington Trust Advisors
Massachusetts
$222K -$7.8K -13 -3%
TPI
837
Trust Point Inc
Wisconsin
$220K +$220K +366 New
BRWA
838
B. Riley Wealth Advisors
Florida
$218K +$218K +363 New
WFA
839
Wellspring Financial Advisors
Ohio
$217K +$217K +361 New
BCM
840
Buckhead Capital Management
Georgia
$216K – – –
JAM
841
JCIC Asset Management
Ontario, Canada
$216K – – –
PCP
842
Proficio Capital Partners
Massachusetts
$210K +$210K +350 New
GWMR
843
GC Wealth Management RIA
Massachusetts
$210K +$210K +350 New
AFA
844
Arlington Financial Advisors
California
$210K +$210K +350 New
EFMH
845
E Fund Management (HK)
Hong Kong
$210K – – –
KMWM
846
Keudell/Morrison Wealth Management
Oregon
$209K – – –
OC
847
Oppenheimer & Co
New York
$209K -$4.2K -7 -2%
TFS
848
Thoroughbred Financial Services
Tennessee
$207K – – –
IC
849
Iconiq Capital
California
$206K +$206K +343 New
SWP
850
Stratos Wealth Partners
Ohio
$205K +$205K +341 New
32 33
34
35 36