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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 %
BF
301
BOK Financial
Oklahoma
$15.7M +$1.12M +10,730 +8%
ACA
302
Aptus Capital Advisors
Alabama
$15.7M +$2.75M +26,371 +21%
FAM
303
Fred Alger Management
New York
$15.6M +$367K +3,520 +2%
Los Angeles Capital Management
304
Los Angeles Capital Management
California
$15.6M +$642K +6,163 +4%
NAM
305
Nissay Asset Management
Japan
$15.5M +$355K +3,405 +2%
JCM
306
Janney Capital Management
Pennsylvania
$15.4M -$211K -2,026 -1%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$15.1M +$415K +3,985 +3%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$15.1M +$1.35M +12,983 +10%
OHIS
309
Oak Harvest Investment Services
Texas
$14.7M +$675K +6,473 +5%
BMSSC
310
B. Metzler seel. Sohn & Co
Germany
$14.5M +$4.36M +41,811 +43%
ATC
311
Argent Trust Co
Tennessee
$14.4M -$573K -5,495 -4%
ACM
312
Aquatic Capital Management
Illinois
$14.3M +$14.3M +137,400 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$647K +6,202 +5%
CII
314
Capital International Inc
California
$14.1M -$15.9K -153 -0.1%
Walleye Capital
315
Walleye Capital
New York
$13.9M -$508K -4,873 -4%
PR
316
Payden & Rygel
California
$13.7M -$6.39M -61,300 -32%
KPWS
317
Kestra Private Wealth Services
Texas
$13.4M -$473K -4,535 -3%
DILIC
318
Dai-ichi Life Insurance Company
Japan
$13.4M -$3.95M -37,922 -23%
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$13.2M +$1.88M +18,060 +17%
VPIM
320
Vanguard Personalized Indexing Management
California
$13M +$1.1M +10,538 +9%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$12.9M -$1.08M -10,405 -8%
OC
322
Oppenheimer & Co
New York
$12.9M -$968K -9,291 -7%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$12.8M +$88.1K +845 +0.7%
CL
324
Choreo LLC
Illinois
$12.8M +$8.04M +76,980 +168%
LFAS
325
Level Four Advisory Services
Texas
$12.7M +$444K +3,820 +4%
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