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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 %
William Blair & Company
301
William Blair & Company
Illinois
$15.4M -$654K -6,734 -4%
FNBT
302
FineMark National Bank & Trust
Florida
$15.3M +$215K +2,212 +1%
AP
303
Appleton Partners
Massachusetts
$15.3M -$477K -4,905 -3%
PAI
304
Pittenger & Anderson Inc
Nebraska
$15.2M -$9.72K -100 -0.1%
ECM
305
ExodusPoint Capital Management
New York
$15.1M +$15.1M +155,144 New
WB
306
WesBanco Bank
West Virginia
$15M +$531K +5,467 +4%
PP
307
Prudential plc
United Kingdom
$14.9M -$114K -1,172 -0.8%
GT
308
Glenmede Trust
Pennsylvania
$14.8M -$403K -4,145 -3%
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$14.8M -$6.81M -70,453 -31%
SA
310
Sanctuary Advisors
Indiana
$14.7M +$14.7M +158,689 New
TCM
311
Telos Capital Management
California
$14.6M +$108K +1,115 +0.7%
JCM
312
Janney Capital Management
Pennsylvania
$14.5M -$643K -6,613 -4%
SOADOR
313
State of Alaska Department of Revenue
Alaska
$14.4M -$44.7K -460 -0.3%
FAM
314
Fred Alger Management
New York
$14.2M +$796K +8,193 +6%
GC
315
Guggenheim Capital
Illinois
$14.2M -$3.37M -34,713 -19%
NAM
316
Nissay Asset Management
Japan
$14.1M +$297K +3,053 +2%
ATC
317
Argent Trust Co
Tennessee
$14M -$13K -134 -0.1%
Los Angeles Capital Management
318
Los Angeles Capital Management
California
$13.9M +$13.3M +136,485 +2,052%
APG Asset Management
319
APG Asset Management
Netherlands
$13.9M +$8.61M +95,000 +164%
EI
320
Ethic Inc
New York
$13.8M +$2.19M +22,537 +19%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$13.7M +$1.46M +15,019 +12%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$13.7M +$510K +5,248 +4%
BF
323
BOK Financial
Oklahoma
$13.5M +$4.16M +42,756 +44%
Walleye Capital
324
Walleye Capital
New York
$13.4M +$11.1M +114,098 +472%
CII
325
Capital International Inc
California
$13.2M -$257K -2,647 -2%
11 12
13
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