We are live on ! Find out more

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
RWPA
876
Richard W. Paul & Associates
Michigan
$4.34K
FW
877
Fairway Wealth
Ohio
$4.34K +$4.47K +9 New
FPF
878
First Pacific Financial
Washington
$4.34K +$4.47K +9 New
GEA
879
Glen Eagle Advisors
New Jersey
$4.34K +$4.47K +9 New
AW
880
Avion Wealth
Texas
$4K +$992 +2 +29%
SIC
881
SJS Investment Consulting
Ohio
$3.37K -$496 -1 -13%
CCA
882
Criterion Capital Advisors
Tennessee
$3.37K
PCFFS
883
Pacific Center for Financial Services
California
$3.37K
DPW
884
DiNuzzo Private Wealth
Pennsylvania
$3.37K +$496 +1 +17%
BGAI
885
Bruce G. Allen Investments
Colorado
$3.37K
RTL
886
Red Tortoise LLC
Georgia
$3.37K
EC
887
EdgeRock Capital
Colorado
$3.37K +$3.47K +7 New
S
888
Sachetta
Massachusetts
$3.28K +$1.99K +4 +200%
CMP
889
Coston McIsaac & Partners
Maine
$3K
CFB
890
Cullen/Frost Bankers
Texas
$2.89K -$13.9K -28 -82%
BCMLT
891
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.89K
DJSG
892
D.J. St. Germain
Massachusetts
$2.89K
JFA
893
JNBA Financial Advisors
Minnesota
$2.89K
TCA
894
Trifecta Capital Advisors
Illinois
$2.89K
PP
895
Pacifica Partners
Canada
$2.46K +$2.48K +5 New
WWP
896
WR Wealth Planners
Missouri
$2.41K -$578K -1,164 -100%
VF
897
VitalStone Financial
Texas
$2.41K -$275K -554 -99%
JGIA
898
Jackson Grant Investment Advisers
Connecticut
$2.41K
ACM
899
Anfield Capital Management
California
$2.41K +$2.48K +5 New
CAS
900
Coppell Advisory Solutions
Texas
$2.41K +$2.48K +5 New