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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
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$20.7M -$329K -2,617 -2%
EI
302
Ethic Inc
New York
$20.4M +$5.37M +42,743 +36%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$20.2M +$1.99M +15,801 +11%
PAI
304
Pittenger & Anderson Inc
Nebraska
$20.1M +$211K +1,679 +1%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$19.9M +$4.45M +35,399 +29%
William Blair & Company
306
William Blair & Company
Illinois
$19.8M -$233K -1,852 -1%
GAM
307
Generali Asset Management
Italy
$19.7M +$19.7M +157,088 New
DK
308
DJE Kapital
Germany
$19.7M +$19.7M +157,593 New
Twin Tree Management
309
Twin Tree Management
Texas
$19.7M +$6.94M +55,170 +54%
Brown Advisory
310
Brown Advisory
Maryland
$19.6M +$169K +1,346 +0.9%
PP
311
Prudential plc
United Kingdom
$19.6M -$473K -3,765 -2%
AP
312
Appleton Partners
Massachusetts
$19.2M -$590K -4,692 -3%
WB
313
WesBanco Bank
West Virginia
$19.1M -$1.03M -8,169 -5%
GI
314
GAMCO Investors
Connecticut
$19M -$1.37M -10,895 -7%
BBVA
315
Banco Bilbao Vizcaya Argentaria
Spain
$18.8M -$6.87M -54,300 -27%
FAM
316
Fred Alger Management
New York
$18.8M -$95.9K -763 -0.5%
NAM
317
Nissay Asset Management
Japan
$18.8M -$65K -513 -0.3%
GT
318
Glenmede Trust
Pennsylvania
$18.7M -$232K -1,842 -1%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$18.6M +$411K +3,269 +2%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$18.4M +$1.13M +8,978 +7%
TCM
321
Telos Capital Management
California
$18.3M -$942K -7,489 -5%
JFG
322
Jefferies Financial Group
New York
$18.2M +$17.4M +138,685 +2,231%
BF
323
BOK Financial
Oklahoma
$18.2M -$312K -2,526 -2%
MAM
324
Magellan Asset Management
Australia
$18M +$18M +143,248 New
BCAM
325
Boston Common Asset Management
Massachusetts
$17.9M +$3.09M +24,554 +21%
11 12
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