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Morgan Stanley
MS

Overview Fund Activity

1,805 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$376M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$310M
4
UBS AM
UBS AM
Illinois
+$206M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$172M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
BlackRock
BlackRock
New York
-$471M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$425M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
5
Barclays
Barclays
United Kingdom
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
BM
276
Bridger Management
New York
$18.2M – – –
PHAM
277
Pacific Heights Asset Management
California
$18M – – –
MOACM
278
Mutual of America Capital Management
New York
$17.9M -$123K -1,267 -0.7%
MCM
279
MAI Capital Management
Ohio
$17.8M -$296K -3,050 -2%
NIM
280
Nexus Investment Management
Ontario, Canada
$17.7M – – –
NAM
281
NorthCrest Asset Manangement
Minnesota
$17.6M +$74.4K +766 +0.4%
YCM
282
Yousif Capital Management
Michigan
$17.4M -$371K -3,821 -2%
CRC
283
Curi RMB Capital
Illinois
$17.3M -$4.88M -50,172 -22%
Mirae Asset Global ETFs Holdings
284
Mirae Asset Global ETFs Holdings
Hong Kong
$17.2M +$17.2M +177,190 New
CSS
285
Cubist Systematic Strategies
Connecticut
$17.2M +$17.2M +176,460 New
GI
286
GAMCO Investors
Connecticut
$17.1M -$1.35M -13,894 -7%
HIP
287
HUB Investment Partners
Texas
$17.1M +$71.5K +736 +0.4%
PGFC
288
Peapack-Gladstone Financial Corp
New Jersey
$17M +$119K +1,225 +0.7%
X
289
Xponance
Pennsylvania
$17M +$161K +1,653 +1%
NO
290
Ninety One
South Africa
$16.8M +$16.8M +173,121 New
ELC
291
Edgar Lomax Company
Virginia
$16.7M -$293K -3,015 -2%
Osaic Holdings
292
Osaic Holdings
Arizona
$16.6M -$1.31M -13,441 -7%
BNP Paribas Asset Management
293
BNP Paribas Asset Management
France
$16.5M +$1.42M +14,603 +9%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$16.5M +$979K +10,082 +6%
GJCM
295
Grand Jean Capital Management
California
$16.5M +$138K +1,415 +0.8%
DILIC
296
Dai-ichi Life Insurance Company
Japan
$16.1M +$237K +2,436 +1%
Walleye Trading
297
Walleye Trading
New York
$16M +$15.7M +161,969 +5,505%
Pathstone Holdings
298
Pathstone Holdings
New Jersey
$15.9M +$310K +3,189 +2%
Optiver Holding
299
Optiver Holding
Netherlands
$15.5M +$15.4M +158,492 +23,446%
Brown Advisory
300
Brown Advisory
Maryland
$15.4M -$3.85M -39,635 -20%
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