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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
+$667M
2
AIM
Alphinity Investment Management
Australia
+$622M
3
BlackRock
BlackRock
New York
+$460M
4
Franklin Resources
Franklin Resources
California
+$378M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$897M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$767M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$194M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
NO
276
Ninety One
South Africa
$18M – – –
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$18M +$1.99M +19,077 +12%
ELC
278
Edgar Lomax Company
Virginia
$17.7M -$281K -2,695 -2%
GJCM
279
Grand Jean Capital Management
California
$17.7M -$20.8K -200 -0.1%
BA
280
Bridgewater Associates
Connecticut
$17.7M +$17.4M +167,064 +7,286%
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$17.6M +$559K +5,367 +3%
MCM
282
MAI Capital Management
Ohio
$17.5M -$1.63M -15,659 -9%
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$17.4M +$2.71M +26,043 +18%
GI
284
GAMCO Investors
Connecticut
$16.9M -$1.47M -14,129 -8%
WB
285
WesBanco Bank
West Virginia
$16.7M +$624K +5,984 +4%
PP
286
Prudential plc
United Kingdom
$16.6M +$671K +6,433 +4%
William Blair & Company
287
William Blair & Company
Illinois
$16.6M +$140K +1,346 +0.9%
Osaic Holdings
288
Osaic Holdings
Arizona
$16.6M -$1.19M -11,435 -7%
FNBT
289
FineMark National Bank & Trust
Florida
$16.5M +$74.2K +712 +0.5%
PAI
290
Pittenger & Anderson Inc
Nebraska
$16.5M +$201K +1,928 +1%
Acadian Asset Management
291
Acadian Asset Management
Massachusetts
$16.5M -$8.15M -78,197 -33%
AP
292
Appleton Partners
Massachusetts
$16.4M +$41.3K +396 +0.3%
Brown Advisory
293
Brown Advisory
Maryland
$16.2M -$363K -3,487 -2%
Citadel Advisors
294
Citadel Advisors
Florida
$16.1M -$72.3M -693,558 -82%
Ninety One (UK)
295
Ninety One (UK)
United Kingdom
$16.1M -$8.86M -84,966 -36%
SA
296
SpiderRock Advisors
Delaware
$16M +$7.65M +73,365 +91%
TCM
297
Telos Capital Management
California
$15.9M +$247K +2,373 +2%
Tudor Investment Corp
298
Tudor Investment Corp
Connecticut
$15.8M -$8.85M -84,914 -36%
GT
299
Glenmede Trust
Pennsylvania
$15.7M -$176K -1,693 -1%
SOADOR
300
State of Alaska Department of Revenue
Alaska
$15.7M +$219K +2,100 +1%
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