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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 %
MAM
951
Meeder Asset Management
Ohio
$13.2K -$600 -1 -4%
LDB
952
Lee, Danner & Bass
Tennessee
$13.2K +$13.2K +22 New
GSWM
953
Golden State Wealth Management
California
$13.2K +$13.2K +22 New
HFM
954
Harvest Fund Management
China
$13K – – –
BGA
955
Battery Global Advisors
Massachusetts
$12.7K – – –
CJ
956
Caitlin John
Michigan
$12.1K – – –
PWMG
957
Private Wealth Management Group
New Jersey
$12K – – –
HIA
958
Harbor Investment Advisory
Maryland
$12K – – –
KFI
959
Key Financial Inc
Pennsylvania
$11.4K +$2.4K +4 +27%
MCM
960
Manchester Capital Management
Vermont
$10.8K -$600 -1 -5%
BT
961
Banque Transatlantique
France
$10.7K +$10.7K +18 New
DCM
962
Davidson Capital Management
Texas
$9.6K – – –
AWM
963
Avior Wealth Management
Nebraska
$9.6K – – –
TH
964
TCTC Holdings
Texas
$9.6K +$9.6K +16 New
SIC
965
Salem Investment Counselors
North Carolina
$9K – – –
SCA
966
Stuart Chaussee & Associates
California
$9K – – –
Q1WB
967
Quest 10 Wealth Builders
Virginia
$8.52K +$8.52K +14 New
MSWM
968
Mowery & Schoenfeld Wealth Management
Illinois
$8.4K +$8.4K +14 New
EPW
969
Evergreen Private Wealth
Colorado
$8.4K – – –
TC
970
Truvestments Capital
Florida
$8.4K – – –
HWA
971
Heritage Wealth Advisors
Virginia
$8.4K +$1.2K +2 +17%
FWA
972
Flagship Wealth Advisors
Massachusetts
$8.4K +$8.4K +14 New
SAM
973
Synergy Asset Management
Washington
$8.16K +$8.16K +14 New
AW
974
Avion Wealth
Texas
$8K +$571 +1 +8%
CAS
975
Coppell Advisory Solutions
Texas
$7.8K +$4.8K +8 +160%
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