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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
276
AssetMark Inc
California
$23.5M -$7.69M -61,129 -25%
SA
277
Sanctuary Advisors
Indiana
$23.1M -$943K -6,740 -4%
NYLIM
278
New York Life Investment Management
New York
$23.1M -$76.4K -608 -0.3%
ECG
279
Edge Capital Group
Georgia
$23.1M -$5.77M -45,914 -20%
MIFH
280
Migdal Insurance & Financial Holdings
Israel
$23.1M -$32.6M -259,697 -59%
PR
281
Payden & Rygel
California
$23.1M +$6.54M +52,000 +40%
Diamond Hill Capital Management
282
Diamond Hill Capital Management
Ohio
$22.8M -$2.62M -20,830 -10%
NAM
283
NorthCrest Asset Manangement
Minnesota
$22.8M -$68.8K -547 -0.3%
CRC
284
Curi RMB Capital
Illinois
$22.7M +$916K +7,289 +4%
X
285
Xponance
Pennsylvania
$22.6M +$310K +2,463 +1%
Focus Partners Wealth
286
Focus Partners Wealth
Massachusetts
$22.3M +$12.9M +102,451 +137%
HIP
287
HUB Investment Partners
Texas
$22.2M +$416K +3,311 +2%
Osaic Holdings
288
Osaic Holdings
Arizona
$21.9M +$4.47M +40,865 +26%
CCM
289
Copeland Capital Management
Pennsylvania
$21.5M -$3.38M -26,883 -14%
MOACM
290
Mutual of America Capital Management
New York
$21.5M -$751K -5,977 -3%
Pathstone Holdings
291
Pathstone Holdings
New Jersey
$21.5M +$271K +2,152 +1%
YCM
292
Yousif Capital Management
Michigan
$21.5M -$673K -5,352 -3%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$21.5M -$345K -2,745 -2%
CII
294
Capital International Inc
California
$21.3M +$4.24M +33,746 +25%
PFSRSONJ
295
Police & Firemen's Retirement System of New Jersey
New Jersey
$21.3M +$21.3M +169,293 New
GJCM
296
Grand Jean Capital Management
California
$21.2M -$101K -803 -0.5%
MAM
297
Madison Asset Management
Wisconsin
$21M -$6.85M -54,485 -25%
MIA
298
Madison Investment Advisors
Wisconsin
$21M +$21M +166,706 New
MCM
299
MAI Capital Management
Ohio
$20.8M -$273K -2,170 -1%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$20.8M -$2.04M -16,222 -9%
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