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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 %
CA
1026
Continuum Advisory
Idaho
$2.4K – – –
CSWM
1027
Cassady Schiller Wealth Management
Ohio
$2.4K +$2.4K +4 New
MA
1028
MCF Advisors
Kentucky
$1.8K – – –
AP
1029
Aspect Partners
Virginia
$1.8K -$600 -1 -25%
HNB
1030
Hilltop National Bank
Wyoming
$1.8K – – –
RWPA
1031
Richard W. Paul & Associates
Michigan
$1.8K – – –
HNW
1032
High Note Wealth
Minnesota
$1.8K +$1.8K +3 New
CIAM
1033
Caitong International Asset Management
Hong Kong
$1.8K +$1.8K +3 New
TFM
1034
TFC Financial Management
Massachusetts
$1.2K – – –
BFPW
1035
BOK Financial Private Wealth
Colorado
$1.2K +$1.2K +2 New
RFS
1036
Richardson Financial Services
Massachusetts
$1.2K -$1.2K -2 -50%
RWM
1037
Ruedi Wealth Management
Illinois
$1.2K – – –
SWM
1038
Sanctuary Wealth Management
Idaho
$1.2K – – –
CAC
1039
Core Alternative Capital
Georgia
$1.2K – – –
FFA
1040
Frazier Financial Advisors
Ohio
$1.2K – – –
WA
1041
WestEnd Advisors
North Carolina
$1.2K +$600 +1 +100%
SN
1042
Sittner & Nelson
Oregon
$1.2K +$1.2K +2 New
T
1043
Transce3nd
Texas
$1.2K +$1.2K +2 New
PWA
1044
Principia Wealth Advisory
Texas
$1.2K +$1.2K +2 New
WW
1045
Winnow Wealth
Texas
$855 +$855 +2 New
PPA
1046
Painted Porch Advisors
California
$612 – – –
TCM
1047
TD Capital Management
Tennessee
$602 +$602 +1 New
ANBT
1048
American National Bank & Trust
Texas
$600 -$58.8K -98 -99%
RAM
1049
Riggs Asset Management
Pennsylvania
$600 – – –
AWM
1050
Activest Wealth Management
Florida
$600 +$600 +1 New
40 41
42
43 44