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Morgan Stanley
MS

Overview Fund Activity

2,084 hedge funds and large institutions have $173B invested in Morgan Stanley in 2024 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 696 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,084
Holders Change
+234
Holders Change %
+12.65%
% of All Funds
27.75%
Holding in Top 10
39
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+95%
% of All Funds
0.52%
New
348
Increased
696
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
226
Gabelli Funds
New York
$31.6M -$906K -7,207 -3%
KeyBank National Association
227
KeyBank National Association
Ohio
$31.4M -$126K -1,005 -0.4%
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$31.3M +$12.5M +99,570 +67%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$30.9M -$15.1M -120,697 -33%
MLL
230
Moody Lynn & Lieberson
Massachusetts
$30.8M +$4.19M +33,336 +16%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$30.7M -$1.87M -14,894 -6%
WAM
232
Weiss Asset Management
Massachusetts
$30.7M +$30.7M +244,045 New
Creative Planning
233
Creative Planning
Kansas
$30.3M +$2.67M +21,235 +10%
Mirae Asset Global ETFs Holdings
234
Mirae Asset Global ETFs Holdings
Hong Kong
$30.2M +$39.9K +317 +0.1%
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$30.2M -$78.2K -622 -0.3%
Bank of Nova Scotia
236
Bank of Nova Scotia
Ontario, Canada
$30.2M -$20.4M -162,272 -40%
Balyasny Asset Management
237
Balyasny Asset Management
Illinois
$30.1M +$19.7M +156,454 +189%
BIAS
238
Beacon Investment Advisory Services
New Jersey
$30M +$683K +5,436 +2%
IMPI
239
Ilmarinen Mutual Pension Insurance
Finland
$30M +$6.29M +50,000 +27%
AB
240
Amalgamated Bank
New York
$29.5M -$870K -6,918 -3%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$29.2M +$3.64M +28,967 +14%
AHB
242
Abner Herrman & Brock
New Jersey
$28.9M -$112K -887 -0.4%
CGPCS
243
Capital Group Private Client Services
California
$28.7M -$410K -3,260 -1%
CGH
244
Crossmark Global Holdings
Texas
$28.7M -$4.24M -33,720 -13%
II
245
IFM Investors
Australia
$28.6M -$2.64M -20,982 -8%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$28.5M +$648K +5,157 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28.3M -$173M -1,372,900 -86%
HP
248
Hosking Partners
United Kingdom
$28.1M -$13.9M -110,901 -33%
Cerity Partners
249
Cerity Partners
New York
$28.1M -$1.47M -12,337 -5%
BG
250
Bollard Group
Massachusetts
$27.4M -$5.54M -44,105 -17%
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