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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 %
KPP
976
Kings Path Partners
Texas
$7.2K – – –
EAM
977
Eukles Asset Management
Ohio
$6.6K – – –
CWP
978
Concord Wealth Partners
Virginia
$6.6K – – –
DAM
979
Delta Asset Management
Tennessee
$6.6K – – –
WWP
980
WR Wealth Planners
Missouri
$6.6K +$600 +1 +10%
SIC
981
SJS Investment Consulting
Ohio
$6K +$1.8K +3 +43%
AA
982
Ancora Advisors
Ohio
$6K -$167K -279 -97%
IBOK
983
Independence Bank of Kentucky
Kentucky
$6K – – –
FFO
984
Fortitude Family Office
Arizona
$6K – – –
AWM
985
Abound Wealth Management
Tennessee
$5.4K – – –
FPF
986
First Pacific Financial
Washington
$5.4K – – –
AFG
987
Albion Financial Group
Utah
$5.4K – – –
RS
988
Rakuten Securities
Japan
$5.4K -$4.8K -8 -47%
EB
989
Eastern Bank
Massachusetts
$5.4K – – –
GEA
990
Glen Eagle Advisors
New Jersey
$5.4K – – –
SIS
991
Sound Income Strategies
Florida
$5.4K +$4.2K +7 +350%
CWM
992
Centricity Wealth Management
Ohio
$5.4K +$5.4K +9 New
CWA
993
Carolina Wealth Advisors
South Carolina
$4.8K – – –
WWM
994
Wolff Wiese Magana
California
$4.2K -$5.4K -9 -56%
DPW
995
DiNuzzo Private Wealth
Pennsylvania
$4.2K – – –
PCFFS
996
Pacific Center for Financial Services
California
$4.2K – – –
SSB
997
Sandy Spring Bank
Maryland
$4.2K +$4.2K +7 New
BGAI
998
Bruce G. Allen Investments
Colorado
$4.2K – – –
RTL
999
Red Tortoise LLC
Georgia
$4.2K – – –
CFD
1000
Creative Financial Designs
Indiana
$4.2K +$4.2K +7 New
38 39
40
41 42