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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 %
GC
351
Guggenheim Capital
Illinois
$14.9M +$399K +3,175 +3%
PHAM
352
Pacific Heights Asset Management
California
$14.9M +$8.89M +275,000 +149%
NPT
353
Nixon Peabody Trust
Massachusetts
$14.8M +$277K +2,200 +2%
MSU
354
Mizuho Securities USA
New York
$14.8M +$4.63M +36,790 +46%
CAL
355
Capital Analysts LLC
Pennsylvania
$14.5M +$114K +904 +0.8%
LFAS
356
Level Four Advisory Services
Texas
$14.3M +$504K +4,007 +4%
LIP
357
Lighthouse Investment Partners
Florida
$14.1M +$14.1M +112,096 New
DILIC
358
Dai-ichi Life Insurance Company
Japan
$14M -$2.06M -16,395 -13%
Connor, Clark & Lunn Investment Management (CC&L)
359
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14M -$34.5M -274,453 -71%
EMPI
360
Elo Mutual Pension Insurance
Finland
$13.9M -$642K -5,108 -4%
AAS
361
Avantax Advisory Services
Texas
$13.9M +$284K +2,260 +2%
NA
362
NewEdge Advisors
Louisiana
$13.8M +$237K +1,882 +2%
OHIS
363
Oak Harvest Investment Services
Texas
$13.6M -$4.17M -33,184 -24%
IIM
364
INTECH Investment Management
Florida
$13.5M +$7.16M +56,916 +113%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$13.4M -$32.3K -257 -0.2%
AI
366
Atria Investments
North Carolina
$13.2M -$71.4K -568 -0.5%
KAS
367
Kestra Advisory Services
Texas
$13.2M -$624K -4,960 -5%
NRC
368
New Republic Capital
North Carolina
$12.9M +$9.68K +77 +0.1%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8M +$3.97M +31,553 +45%
BCM
370
BTC Capital Management
Iowa
$12.7M -$717K -5,705 -5%
AIM
371
Achmea Investment Management
Netherlands
$12.6M -$940K -7,477 -7%
GFG
372
Greystone Financial Group
Michigan
$12.6M -$1.68M -13,367 -12%
SIG
373
Stonegate Investment Group
Alabama
$12.5M +$66.1K +526 +0.5%
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$12.5M +$599K +4,767 +5%
IC
375
IEQ Capital
California
$12.4M -$2.29M -18,213 -16%
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