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Morgan Stanley
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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 %
Eagle Capital Management (New York)
376
Eagle Capital Management (New York)
New York
$9.46M -$1.15M -11,037 -11%
CWP
377
Cyndeo Wealth Partners
Florida
$9.37M +$4.04M +38,720 +76%
BCI
378
Brinker Capital Investments
Pennsylvania
$9.32M -$284K -2,728 -3%
OPS
379
Orion Portfolio Solutions
Nebraska
$9.32M -$284K -2,728 -3%
LBC
380
Lowe Brockenbrough & Co
Virginia
$9.3M -$1.37M -13,150 -13%
CA
381
Cornerstone Advisors
North Carolina
$9.26M +$417K +4,000 +5%
FCI
382
Financial Counselors Inc
Kansas
$9.2M +$767K +7,354 +9%
KRS
383
Kentucky Retirement Systems
Kentucky
$9.05M -$783K -7,513 -8%
TI
384
Tidal Investments
Wisconsin
$8.91M +$535K +5,135 +6%
A
385
Allianz
Germany
$8.9M +$1.14M +10,971 +15%
TCBWMS
386
Texas Capital Bank Wealth Management Services
Texas
$8.86M +$223K +2,144 +3%
AG
387
Advocate Group
Minnesota
$8.79M +$162K +1,557 +2%
Balyasny Asset Management
388
Balyasny Asset Management
Illinois
$8.63M +$3.11M +29,802 +56%
DADC
389
D.A. Davidson & Co
Montana
$8.58M +$345K +3,311 +4%
AAM
390
Advisors Asset Management
Colorado
$8.54M -$287K -2,756 -3%
CM
391
Castleark Management
Illinois
$8.53M +$8.53M +81,820 New
CWM
392
Calamos Wealth Management
Illinois
$8.53M +$51.4K +493 +0.6%
MSU
393
Mizuho Securities USA
New York
$8.42M -$1.64M -15,702 -16%
MIG
394
McGuire Investment Group
Rhode Island
$8.36M -$159K -1,523 -2%
AWM
395
Avitas Wealth Management
California
$8.2M +$116K +1,110 +1%
BBI
396
Baxter Bros Inc
Connecticut
$8.17M +$541K +5,193 +7%
HIMCH
397
Hartford Investment Management Co (HIMCO)
Connecticut
$8.17M -$189K -1,816 -2%
BAMF
398
BI Asset Management Fondsmaeglerselskab
Denmark
$8.15M +$2.42M +23,179 +42%
IAN
399
Integrated Advisors Network
Texas
$8.14M +$121K +1,158 +2%
GAB
400
German American Bancorp
Indiana
$8.07M +$598K +5,738 +8%
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