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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 %
RCM
401
Rokos Capital Management
United Kingdom
$8.19M -$34.4M -353,518 -81%
TCBWMS
402
Texas Capital Bank Wealth Management Services
Texas
$8.05M +$372K +3,829 +5%
AG
403
Advocate Group
Minnesota
$8.05M +$106K +1,095 +1%
MIG
404
McGuire Investment Group
Rhode Island
$7.94M +$3.4K +35 +0%
CWM
405
Calamos Wealth Management
Illinois
$7.9M -$5.35M -55,096 -40%
FCI
406
Financial Counselors Inc
Kansas
$7.87M +$467K +4,809 +6%
SA
407
SpiderRock Advisors
Delaware
$7.81M +$2.17M +22,285 +38%
TI
408
Tidal Investments
Wisconsin
$7.81M +$1.95M +20,083 +33%
HIMCH
409
Hartford Investment Management Co (HIMCO)
Connecticut
$7.8M -$75.1K -773 -1%
AMI
410
Amica Mutual Insurance
Rhode Island
$7.73M – – –
CAC
411
Core Alternative Capital
Georgia
$7.71M -$1.09M -11,264 -12%
DADC
412
D.A. Davidson & Co
Montana
$7.68M -$405K -4,170 -5%
PSP
413
Principal Street Partners
Tennessee
$7.67M -$18.7K -192 -0.2%
TCM
414
Teza Capital Management
Illinois
$7.61M +$5.96M +61,331 +361%
AWM
415
Avitas Wealth Management
California
$7.54M +$31K +319 +0.4%
GCA
416
Greenwood Capital Associates
South Carolina
$7.53M +$149K +1,529 +2%
HC
417
Hourglass Capital
Texas
$7.5M -$204K -2,095 -3%
IAN
418
Integrated Advisors Network
Texas
$7.48M +$613K +6,311 +9%
WIA
419
Westbourne Investment Advisors
Maryland
$7.42M -$12.6K -130 -0.2%
QCM
420
Quantinno Capital Management
New York
$7.33M +$1.93M +19,844 +36%
A
421
Allianz
Germany
$7.23M -$92.6K -953 -1%
OLA
422
Oliver Luxxe Assets
New Jersey
$7.16M +$778 +8 +0%
BBI
423
Baxter Bros Inc
Connecticut
$7.12M +$438K +4,502 +7%
HVIA
424
Hudson Valley Investment Advisors
New York
$7.07M -$919K -9,830 -11%
BA
425
Baugh & Associates
Georgia
$7.03M -$340K -3,345 -5%
15 16
17
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