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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 %
ETC
351
Exchange Traded Concepts
Oklahoma
$11M +$10.2M +97,401 +1,147%
AI
352
Atria Investments
North Carolina
$11M +$1.03M +9,917 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
353
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11M +$2.18M +20,896 +25%
Nomura Holdings
354
Nomura Holdings
Japan
$10.9M +$1.47M +14,143 +16%
FMI
355
F/M Investments
District of Columbia
$10.7M +$1.23M +11,832 +13%
NRC
356
New Republic Capital
North Carolina
$10.7M +$10.1K +97 +0.1%
Twin Tree Management
357
Twin Tree Management
Texas
$10.6M +$720K +6,907 +7%
VFM
358
Viking Fund Management
North Dakota
$10.4M – – –
QCM
359
Quantinno Capital Management
New York
$10.4M +$2.57M +24,620 +33%
SIG
360
Stonegate Investment Group
Alabama
$10.3M +$6.7M +64,262 +186%
DCM
361
Dupont Capital Management
Delaware
$10.3M – – –
Mirae Asset Global Investments
362
Mirae Asset Global Investments
South Korea
$10.3M +$1.07M +10,532 +12%
GPSPJS
363
General Pension Society PZU Joint Stock
Poland
$10.1M – – –
KA
364
Kintegral Advisory
New York
$10.1M -$132K -1,270 -1%
CAM
365
Centre Asset Management
New York
$10.1M +$70.2K +673 +0.7%
GIBU
366
Gulf International Bank (UK)
United Kingdom
$10M -$431K -4,138 -4%
HR
367
Howe & Rusling
New York
$10M +$164K +1,572 +2%
SC
368
Scotia Capital
Ontario, Canada
$9.93M -$462K -4,430 -4%
LWM
369
Lyell Wealth Management
California
$9.92M +$377K +3,617 +4%
BPC
370
Banque Pictet & Cie
Switzerland
$9.85M +$414K +3,968 +4%
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$9.85M +$18.2K +175 +0.2%
FA
372
Fiduciary Alliance
South Carolina
$9.72M +$1.12M +10,773 +13%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$9.69M +$402K +3,855 +4%
AAIM
374
American Assets Investment Management
California
$9.59M – – –
BS
375
Banco Santander
Spain
$9.47M -$128K -1,225 -1%
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15
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