Money Market Fund Shares Held by the Top 1% (99th to 100th Wealth Percentiles)

WFRBLT01007 • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

1,717,527.00

Year-over-Year Change

105.30%

Date Range

7/1/1989 - 1/1/2025

Summary

Tracks money market fund ownership among the top 1% of wealth holders. Provides insight into high-net-worth investment strategies and wealth concentration.

Analysis & Context

This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.

Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.

About This Dataset

This metric measures the monetary value of money market fund shares owned by the wealthiest percentile of the population. It reflects investment behavior of top wealth holders.

Methodology

Data collected through Federal Reserve Survey of Consumer Finances and financial institution reporting.

Historical Context

Used by economists to analyze wealth distribution and investment patterns in financial markets.

Key Facts

  • Represents financial asset concentration among top wealth percentile
  • Indicates sophisticated investment strategies of wealthy individuals
  • Provides snapshot of high-net-worth financial portfolio composition

FAQs

Q: What are money market fund shares?

A: Liquid, low-risk investment vehicles typically used by high-net-worth investors for short-term cash management.

Q: Why track money market fund ownership by wealth percentile?

A: Helps understand investment behaviors and wealth concentration across different economic segments.

Q: How often is this data updated?

A: Typically updated annually through the Federal Reserve's Survey of Consumer Finances.

Q: Do money market funds indicate economic health?

A: Can signal investor confidence and liquidity preferences during different economic conditions.

Q: What limitations exist in this data?

A: Represents a snapshot in time and may not capture rapid wealth or investment changes.

Related Trends

Citation

U.S. Federal Reserve, Money Market Fund Shares Held by the Top 1% (WFRBLT01007), retrieved from FRED.