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MSCI
MSCI

Overview Fund Activity

1,054 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, 399 increasing their positions, 354 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+69
Holders Change %
+7.01%
% of All Funds
14.04%
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
399
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 %
RA
926
Rise Advisors
New York
$29K +$605 +1 +2%
OC
927
Oarsman Capital
Wisconsin
$28.8K +$1.8K +3 +7%
LFG
928
Larson Financial Group
Missouri
$27K -$37.2K -62 -58%
CWC
929
Carolinas Wealth Consulting
North Carolina
$27K – – –
MFG
930
Menard Financial Group
Texas
$26.4K +$26.4K +44 New
MIFH
931
Migdal Insurance & Financial Holdings
Israel
$26K +$7.09K +12 +38%
WT
932
Washington Trust
Rhode Island
$24.6K – – –
Bank Julius Baer & Co
933
Bank Julius Baer & Co
Switzerland
$22.9K +$1.96K +3 +9%
BIA
934
Bell Investment Advisors
California
$22.2K – – –
PWA
935
Physician Wealth Advisors
Utah
$22.2K +$22.2K +37 New
GKIM
936
GW&K Investment Management
Massachusetts
$22K – – –
VCM
937
Versant Capital Management
Arizona
$21.6K +$2.4K +4 +13%
FMP
938
Financial Management Professionals
Texas
$21K – – –
AIM
939
Anchor Investment Management
South Carolina
$21K – – –
AF
940
Advisornet Financial
Minnesota
$19.8K -$8.4K -14 -30%
RWM
941
Rialto Wealth Management
New York
$19.2K +$19.2K +32 New
RCM
942
Raleigh Capital Management
North Carolina
$18.6K -$3.6K -6 -16%
GWSG
943
GPS Wealth Strategies Group
Colorado
$18.4K – – –
SO
944
Sierra Ocean
California
$15.7K +$15.7K +26 New
PGAM
945
Princeton Global Asset Management
New Jersey
$15.6K – – –
MCA
946
Midwest Capital Advisors
Michigan
$15.6K +$15.6K +26 New
LFA
947
LGT Financial Advisors
Texas
$15K – – –
ADL
948
Asset Dedication LLC
California
$14.4K – – –
CA
949
CoreCap Advisors
Michigan
$14.4K -$7.8K -13 -35%
EBA
950
Eagle Bay Advisors
New York
$14.4K -$4.2K -7 -23%
36 37
38
39 40