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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 %
ADEF
251
Adams Diversified Equity Fund
Maryland
$27.1M -$1.99M -15,800 -7%
B
252
Bailard
California
$26.9M +$282K +2,240 +1%
ATN
253
AMF Tjänstepension
Sweden
$26.7M -$5.55M -44,125 -17%
AM
254
AGF Management
Ontario, Canada
$26.4M -$8.89M -70,684 -25%
FMLI
255
Fukoku Mutual Life Insurance
Japan
$26.4M – – –
VWM
256
Valley Wealth Managers
New Jersey
$26.3M -$1.7M -13,545 -6%
NIG
257
NFJ Investment Group
Texas
$26.2M -$5.46M -43,456 -17%
C
258
Certuity
Florida
$25.5M +$82K +652 +0.3%
VMPIC
259
Varma Mutual Pension Insurance Co
Finland
$25.5M -$10M -79,900 -28%
UIM
260
USS Investment Management
United Kingdom
$25.4M -$998K -7,931 -4%
AQR Capital Management
261
AQR Capital Management
Connecticut
$25.2M -$8.49M -67,570 -25%
O
262
Ossiam
France
$25.2M -$115M -918,192 -82%
JPMIA
263
J.P. Marvel Investment Advisors
Massachusetts
$25M -$155K -1,234 -0.6%
CIS
264
Connors Investor Services
Pennsylvania
$24.9M -$5.95M -47,320 -19%
LCM
265
LVM Capital Management
Michigan
$24.6M -$104K -828 -0.4%
CWM
266
CIBC World Markets
New York
$24.5M -$5.69M -45,284 -19%
URS
267
Utah Retirement Systems
Utah
$24.2M +$75.4K +600 +0.3%
BMSSC
268
B. Metzler seel. Sohn & Co
Germany
$24.1M +$6.65M +52,951 +38%
HPG
269
Harvest Portfolios Group
Ontario, Canada
$24.1M -$6.1M -48,504 -20%
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$24.1M +$2.41M +19,195 +11%
ACA
271
Aptus Capital Advisors
Alabama
$23.9M +$5.03M +40,036 +27%
FAF
272
Fjarde Ap-fonden
Sweden
$23.8M -$2.73M -21,700 -10%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$23.7M -$3.14M -25,013 -12%
BM
274
Bridger Management
New York
$23.6M – – –
UB
275
UMB Bank
Missouri
$23.5M -$1.06M -8,456 -4%
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