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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
326
State of Alaska Department of Revenue
Alaska
$17.8M -$1.15M -9,168 -6%
Ninety One (UK)
327
Ninety One (UK)
United Kingdom
$17.7M -$1.64M -13,020 -8%
FNBT
328
FineMark National Bank & Trust
Florida
$17.7M -$2.21M -17,553 -11%
ATC
329
Argent Trust Co
Tennessee
$17.3M -$45.4K -361 -0.3%
Mirae Asset Global Investments
330
Mirae Asset Global Investments
South Korea
$17.3M +$4.75M +38,325 +38%
KPWS
331
Kestra Private Wealth Services
Texas
$17.1M +$908K +7,226 +6%
OLA
332
Oliver Luxxe Assets
New Jersey
$16.9M +$8.41M +73,147 +99%
MIF
333
Mediolanum International Funds
Ireland
$16.7M +$3.33M +26,518 +25%
Pacer Advisors
334
Pacer Advisors
Pennsylvania
$16.7M +$4.98M +39,594 +43%
VPIM
335
Vanguard Personalized Indexing Management
California
$16.6M +$965K +7,677 +6%
NIM
336
Nexus Investment Management
Ontario, Canada
$16.6M -$6.29M -50,000 -27%
HF
337
HRT Financial
New York
$16.3M +$16.3M +129,569 New
QCM
338
Quantinno Capital Management
New York
$16.2M +$3.59M +28,554 +29%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$15.9M +$64.6K +514 +0.4%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$15.9M +$307K +2,443 +2%
Wealthfront Advisers
341
Wealthfront Advisers
California
$15.5M +$1.22M +9,710 +9%
JCM
342
Janney Capital Management
Pennsylvania
$15.2M -$3.31M -26,341 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
343
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.2M +$1.9M +15,142 +14%
GIM
344
Grassi Investment Management
California
$15.2M – – –
SC
345
Scotia Capital
Ontario, Canada
$15.2M +$3.21M +25,529 +27%
VC
346
Vestor Capital
Illinois
$15.1M -$95.9K -763 -0.6%
Optiver Holding
347
Optiver Holding
Netherlands
$15.1M -$32.9M -262,034 -69%
OC
348
Oppenheimer & Co
New York
$15M -$504K -4,010 -3%
Allspring Global Investments
349
Allspring Global Investments
North Carolina
$15M +$924K +7,407 +7%
Two Sigma Investments
350
Two Sigma Investments
New York
$15M +$12.1M +96,347 +426%
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