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Morgan Stanley
MS

Overview Fund Activity

1,850 hedge funds and large institutions have $139B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
Reduced
654
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.57B
2
AIM
Alphinity Investment Management
Australia
$622M
3
BlackRock
BlackRock
New York
$9.25B
4
Franklin Resources
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.15B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
226
QRG Capital Management
Illinois
$25.4M +$901K +8,645 +4%
AB
227
Amalgamated Bank
New York
$25.1M -$789K -7,568 -3%
HPG
228
Harvest Portfolios Group
Ontario, Canada
$25M -$922K -8,844 -4%
Mirae Asset Global ETFs Holdings
229
Mirae Asset Global ETFs Holdings
Hong Kong
$25M +$6.54M +62,749 +35%
CWM
230
CIBC World Markets
New York
$25M -$1.52M -14,610 -6%
ProShare Advisors
231
ProShare Advisors
Maryland
$25M -$1.53M -14,678 -6%
SPS
232
Susquehanna Portfolio Strategies
Pennsylvania
$24.7M – – –
BIAS
233
Beacon Investment Advisory Services
New Jersey
$24.3M +$104K +998 +0.4%
CGPCS
234
Capital Group Private Client Services
California
$24.2M -$394K -3,776 -2%
TWC
235
TD Waterhouse Canada
Ontario, Canada
$24.1M -$1.88M -17,364 -7%
AHB
236
Abner Herrman & Brock
New Jersey
$24.1M -$3.34K -32 -0%
ADEF
237
Adams Diversified Equity Fund
Maryland
$24.1M -$2.88M -27,600 -11%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$23.9M +$646K +5,755 +3%
ECG
239
Edge Capital Group
Georgia
$23.9M -$290K -2,781 -1%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$23.4M +$10.4M +106,981 +80%
VWM
241
Valley Wealth Managers
New Jersey
$23.2M -$133K -1,279 -0.6%
SA
242
Sanctuary Advisors
Indiana
$23.2M +$1.81M +13,425 +8%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$23.1M +$3.2M +30,722 +16%
MAM
244
Madison Asset Management
Wisconsin
$23.1M -$7.31M -70,145 -24%
CIP
245
Chartwell Investment Partners
Pennsylvania
$23M -$326K -3,129 -1%
Creative Planning
246
Creative Planning
Kansas
$22.9M +$928K +8,902 +4%
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.7M +$543K +5,213 +2%
B
248
Bailard
California
$22.1M -$187K -1,793 -0.8%
MLL
249
Moody Lynn & Lieberson
Massachusetts
$22M -$172K -1,649 -0.8%
FAF
250
Fjarde Ap-fonden
Sweden
$22M +$22M +211,033 New
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