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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 %
OHIS
326
Oak Harvest Investment Services
Texas
$13.1M +$684K +7,034 +6%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$589K -6,064 -4%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$13M +$2.03M +20,883 +19%
KPWS
329
Kestra Private Wealth Services
Texas
$13M +$1.09M +11,236 +9%
OC
330
Oppenheimer & Co
New York
$12.9M +$201K +2,064 +2%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$12.8M -$3.17M -32,581 -20%
GWM
332
Greenwich Wealth Management
Connecticut
$12.7M -$826K -8,497 -6%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$568K +5,840 +5%
ACA
334
Aptus Capital Advisors
Alabama
$12M +$2.85M +29,323 +31%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$11.9M -$972 -10 -0%
GIM
336
Grassi Investment Management
California
$11.7M – – –
IG
337
ING Group
Netherlands
$11.6M -$183K -1,885 -2%
Wealthfront Advisers
338
Wealthfront Advisers
California
$11.6M +$2.26M +23,300 +24%
NPT
339
Nixon Peabody Trust
Massachusetts
$11.2M -$102K -1,049 -0.9%
AQR Capital Management
340
AQR Capital Management
Connecticut
$11.1M +$2.85M +29,575 +35%
CAL
341
Capital Analysts LLC
Pennsylvania
$11M +$368K +3,788 +3%
VPIM
342
Vanguard Personalized Indexing Management
California
$10.9M +$1.83M +19,125 +20%
AIM
343
Achmea Investment Management
Netherlands
$10.9M -$330K -3,400 -3%
BCAM
344
Boston Common Asset Management
Massachusetts
$10.8M +$305K +3,142 +3%
IC
345
IEQ Capital
California
$10.8M +$621K +6,389 +6%
SH
346
Svenska Handelsbanken
Sweden
$10.8M – – –
CAM
347
Cresset Asset Management
Illinois
$10.7M +$2.3M +23,649 +27%
ECM
348
Element Capital Management
New York
$10.7M +$10.7M +110,048 New
BCM
349
BTC Capital Management
Iowa
$10.6M -$595K -6,117 -5%
KAS
350
Kestra Advisory Services
Texas
$10.6M +$1.39M +14,591 +15%
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