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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 %
EARNEST Partners
351
EARNEST Partners
Georgia
$10.5M -$68.7K -707 -0.6%
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$10.5M -$1.63M -16,765 -13%
EMPI
353
Elo Mutual Pension Insurance
Finland
$10.5M -$477K -4,906 -4%
OPERF
354
Oregon Public Employees Retirement Fund
Oregon
$10.4M +$31.1K +320 +0.3%
LFAS
355
Level Four Advisory Services
Texas
$10.3M +$5.32M +54,776 +108%
AAS
356
Avantax Advisory Services
Texas
$10.2M +$2.89M +29,764 +40%
Allspring Global Investments
357
Allspring Global Investments
North Carolina
$9.98M +$2.55M +26,190 +34%
IIM
358
Intact Investment Management
Quebec, Canada
$9.95M -$1.59M -16,400 -14%
LBC
359
Lowe Brockenbrough & Co
Virginia
$9.95M -$29.4K -302 -0.3%
NRC
360
New Republic Capital
North Carolina
$9.93M +$9.62K +99 +0.1%
NA
361
NewEdge Advisors
Louisiana
$9.91M +$367K +3,777 +4%
Eagle Capital Management (New York)
362
Eagle Capital Management (New York)
New York
$9.89M -$2.35M -24,147 -19%
CTC (Chicago Trading Company)
363
CTC (Chicago Trading Company)
Illinois
$9.76M -$6.97M -71,738 -42%
GIBU
364
Gulf International Bank (UK)
United Kingdom
$9.76M -$306K -3,144 -3%
VFM
365
Viking Fund Management
North Dakota
$9.72M -$2.93M -30,150 -23%
SC
366
Scotia Capital
Ontario, Canada
$9.68M -$5.01M -51,553 -34%
LIP
367
Lighthouse Investment Partners
Florida
$9.6M +$9.6M +98,806 New
DCM
368
Dupont Capital Management
Delaware
$9.6M -$1.35M -13,931 -12%
KA
369
Kintegral Advisory
New York
$9.54M +$1.58M +16,286 +20%
MIF
370
Mediolanum International Funds
Ireland
$9.52M +$1.58M +17,651 +20%
GPSPJS
371
General Pension Society PZU Joint Stock
Poland
$9.46M – – –
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$9.45M -$455K -4,682 -5%
GFG
373
Greystone Financial Group
Michigan
$9.39M -$899K -9,246 -9%
MSU
374
Mizuho Securities USA
New York
$9.38M +$9.38M +96,483 New
CAM
375
Centre Asset Management
New York
$9.33M +$9.33M +95,988 New
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