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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
CHA
851
Carmichael Hill & Associates
Maryland
$9.15K
RS
852
Rakuten Securities
Japan
$9.15K -$2.48K -5 -21%
HGA
853
Hobbs Group Advisors
South Carolina
$9.15K +$9.43K +19 New
MCM
854
Manchester Capital Management
Vermont
$8.67K +$496 +1 +6%
UWS
855
Unique Wealth Strategies
Illinois
$8.42K +$7.44K +15 New
FCA
856
FinTrust Capital Advisors
South Carolina
$8.19K +$4.96K +10 +143%
SIC
857
Salem Investment Counselors
North Carolina
$7.23K
SCA
858
Stuart Chaussee & Associates
California
$7.23K
EPW
859
Evergreen Private Wealth
Colorado
$6.75K
DCM
860
Davidson Capital Management
Texas
$6.75K +$496 +1 +8%
AWM
861
Avior Wealth Management
Nebraska
$6.74K -$118K -238 -94%
KFI
862
Key Financial Inc
Pennsylvania
$6.26K
MIFH
863
Migdal Insurance & Financial Holdings
Israel
$6K +$6.45K +13 New
PWMG
864
Prestige Wealth Management Group
New Jersey
$5.78K
KPP
865
Kings Path Partners
Texas
$5.78K +$5.95K +12 New
DAM
866
Delta Asset Management
Tennessee
$5.3K -$496 -1 -8%
EAM
867
Eukles Asset Management
Ohio
$5.3K
VCM
868
Versant Capital Management
Arizona
$4.82K -$1.99K -4 -29%
IBOK
869
Independence Bank of Kentucky
Kentucky
$4.82K
RWA
870
Redmont Wealth Advisors
Illinois
$4.82K
GWM
871
Geneos Wealth Management
Colorado
$4.82K +$2.98K +6 +150%
GJWM
872
Gilliland Jeter Wealth Management
Arkansas
$4.82K +$4.96K +10 New
AWM
873
Abound Wealth Management
Tennessee
$4.34K -$4.47K -9 -50%
AFG
874
Albion Financial Group
Utah
$4.34K
AEPWM
875
Atlantic Edge Private Wealth Management
Florida
$4.34K