MSCI icon

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 %
CFD
1001
Creative Financial Designs
Indiana
$4.2K +$4.2K +7 New
CMP
1002
Coston McIsaac & Partners
Maine
$4K – – –
BCMLT
1003
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.61K -$28.3K -47 -89%
JFA
1004
JNBA Financial Advisors
Minnesota
$3.6K – – –
TCA
1005
Trifecta Capital Advisors
Illinois
$3.6K – – –
S
1006
Sachetta
Massachusetts
$3.6K – – –
CFB
1007
Cullen/Frost Bankers
Texas
$3.6K – – –
DJSG
1008
D.J. St. Germain
Massachusetts
$3.6K – – –
CCA
1009
Criterion Capital Advisors
Tennessee
$3.37K – – –
CPG
1010
Cornerstone Planning Group
New Jersey
$3.12K +$624 +1 +25%
CTC
1011
Central Trust Company
Missouri
$3K +$1.2K +2 +67%
BAM
1012
Bellevue Asset Management
Washington
$3K – – –
ACM
1013
Anfield Capital Management
California
$3K – – –
JGIA
1014
Jackson Grant Investment Advisers
Connecticut
$3K – – –
NC
1015
NewSquare Capital
Pennsylvania
$3K +$3K +5 New
BWL
1016
Bogart Wealth LLC
Virginia
$3K +$3K +5 New
MDA
1017
Minot DeBlois Advisors
Massachusetts
$3K +$3K +5 New
BTD
1018
BankPlus Trust Department
Mississippi
$3K +$3K +5 New
CBT
1019
Crews Bank & Trust
Florida
$3K +$3K +5 New
HWP
1020
Highline Wealth Partners
California
$2.41K – – –
PWMG
1021
Prestige Wealth Management Group
New Jersey
$2.4K -$4.8K -8 -67%
MFT
1022
Moisand Fitzgerald Tamayo
Florida
$2.4K – – –
HWA
1023
HHM Wealth Advisors
Tennessee
$2.4K +$2.4K +4 New
WCM
1024
WealthTrak Capital Management
Virginia
$2.4K +$2.4K +4 New
PCWA
1025
Pacific Capital Wealth Advisors
California
$2.4K – – –
39 40
41
42 43