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 %
ATC
851
Argent Trust Co
Tennessee
$205K +$205K +341 New
QWP
852
Quotient Wealth Partners
Texas
$205K +$205K +341 New
GC
853
GFG Capital
Florida
$204K +$204K +340 New
AUB
854
Atlantic Union Bankshares
Virginia
$203K -$21.6K -36 -10%
ZB
855
Zions Bancorporation
Utah
$203K – – –
ILI
856
Invesco LLC (Illinois)
Illinois
$203K +$203K +339 New
WA
857
Waverly Advisors
Alabama
$203K +$203K +339 New
KWM
858
Kolinsky Wealth Management
New Jersey
$203K -$7.2K -12 -3%
ESB
859
Essex Savings Bank
Connecticut
$203K +$203K +338 New
TWC
860
TD Waterhouse Canada
Ontario, Canada
$191K -$18K -30 -9%
SG Americas Securities
861
SG Americas Securities
New York
$190K -$928K -1,548 -83%
BDL
862
Banque de Luxembourg
Luxembourg
$181K +$181K +300 New
MMCM
863
Murphy & Mullick Capital Management
New York
$176K +$176K +293 New
Optiver Holding
864
Optiver Holding
Netherlands
$160K +$84.6K +141 +112%
CAWM
865
Capital A Wealth Management
Pennsylvania
$160K +$160K +267 New
AF
866
Allworth Financial
California
$157K +$12.9K +21 +9%
HI
867
Harbour Investments
Wisconsin
$154K -$9K -15 -6%
CFO
868
CVA Family Office
Colorado
$151K +$7.8K +13 +5%
GGI
869
Godsey & Gibb Inc
Virginia
$150K – – –
LC
870
Lindbrook Capital
California
$150K +$4.2K +7 +3%
MIM
871
Meridiem Investment Management
United Kingdom
$147K -$180K -300 -55%
CYG
872
Clean Yield Group
Vermont
$147K – – –
CH
873
Cromwell Holdings
Wyoming
$134K – – –
Walleye Capital
874
Walleye Capital
New York
$133K -$3.61M -6,011 -96%
AGWCA
875
Annis Gardner Whiting Capital Advisors
Florida
$133K – – –
33 34
35
36 37