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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 %
SAM
401
Socorro Asset Management
Texas
$8.03M -$1.81M -17,356 -18%
WIA
402
Westbourne Investment Advisors
Maryland
$8.03M +$70.6K +677 +0.9%
LG
403
Leuthold Group
Minnesota
$7.98M +$1.01M +9,695 +15%
HC
404
Hourglass Capital
Texas
$7.86M -$183K -1,760 -2%
GCA
405
Greenwood Capital Associates
South Carolina
$7.82M -$260K -2,492 -3%
HVIA
406
Hudson Valley Investment Advisors
New York
$7.81M -$72.9K -699 -0.9%
Focus Partners Wealth
407
Focus Partners Wealth
Massachusetts
$7.79M -$25.8M -247,268 -77%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$7.75M +$1.08M +10,403 +16%
TC
409
TownSquare Capital
Utah
$7.7M +$657K +6,303 +9%
OLA
410
Oliver Luxxe Assets
New Jersey
$7.69M +$16.5K +158 +0.2%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$7.67M +$699K +6,702 +10%
PAG
412
Private Advisor Group
New Jersey
$7.65M +$147K +1,408 +2%
AMI
413
Amica Mutual Insurance
Rhode Island
$7.61M -$674K -6,468 -8%
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$7.49M +$731K +7,014 +11%
OAG
415
Orbis Allan Gray
Bermuda
$7.47M +$5.41M +51,872 +262%
CJL
416
Cyrus J. Lawrence
New York
$7.41M -$96.4K -925 -1%
JWBC
417
J.W. Burns & Co
New York
$7.41M -$122K -1,169 -2%
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.36M +$14.4K +138 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
419
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.35M -$60.9M -584,281 -89%
CAC
420
Core Alternative Capital
Georgia
$7.34M -$921K -8,834 -11%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$7.31M -$73K -700 -1%
RIM
422
Rakuten Investment Management
Japan
$7.3M +$1.79M +17,157 +32%
HAI
423
Hennessy Advisors Inc
California
$7.24M – – –
Lido Advisors
424
Lido Advisors
California
$7.22M +$392K +3,762 +6%
SAM
425
Securian Asset Management
Minnesota
$7.18M -$318K -3,054 -4%
15 16
17
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