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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 %
VC
326
Vestor Capital
Illinois
$12.6M +$8.69M +83,366 +222%
GIM
327
Grassi Investment Management
California
$12.6M – – –
BCAM
328
Boston Common Asset Management
Massachusetts
$12.3M +$668K +6,404 +6%
IC
329
IEQ Capital
California
$12.2M +$604K +5,795 +5%
CAM
330
Cresset Asset Management
Illinois
$12.1M +$562K +5,394 +5%
EMPI
331
Elo Mutual Pension Insurance
Finland
$12.1M +$862K +8,270 +8%
NPT
332
Nixon Peabody Trust
Massachusetts
$12.1M +$80.1K +768 +0.7%
GC
333
Guggenheim Capital
Illinois
$12M -$3.25M -31,213 -21%
CAL
334
Capital Analysts LLC
Pennsylvania
$11.9M +$171K +1,645 +1%
N
335
Natixis
France
$11.9M -$32.3M -310,150 -73%
Wealthfront Advisers
336
Wealthfront Advisers
California
$11.8M -$596K -5,720 -5%
GFG
337
Greystone Financial Group
Michigan
$11.8M +$1.74M +16,700 +17%
Allspring Global Investments
338
Allspring Global Investments
North Carolina
$11.8M +$1.05M +10,107 +10%
Lazard Asset Management
339
Lazard Asset Management
New York
$11.7M -$10.4M -99,673 -47%
KAS
340
Kestra Advisory Services
Texas
$11.5M -$80.5K -772 -0.7%
IIM
341
Intact Investment Management
Quebec, Canada
$11.4M +$771K +7,400 +7%
EARNEST Partners
342
EARNEST Partners
Georgia
$11.3M -$30.9K -296 -0.3%
NA
343
NewEdge Advisors
Louisiana
$11.3M +$636K +6,106 +6%
AAS
344
Avantax Advisory Services
Texas
$11.3M +$355K +3,406 +3%
EI
345
Ethic Inc
New York
$11.3M -$2.12M -22,537 -16%
AIM
346
Achmea Investment Management
Netherlands
$11.2M -$437K -4,189 -4%
WorldQuant Millennium Advisors
347
WorldQuant Millennium Advisors
New York
$11.2M -$41.2M -395,480 -79%
BCM
348
BTC Capital Management
Iowa
$11.1M -$260K -2,497 -2%
OPERF
349
Oregon Public Employees Retirement Fund
Oregon
$11.1M -$81.3K -780 -0.7%
MIF
350
Mediolanum International Funds
Ireland
$11.1M – – –
12 13
14
15 16