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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 %
JWBC
426
J.W. Burns & Co
New York
$7.02M -$222K -2,282 -3%
CJL
427
Cyrus J. Lawrence
New York
$7M +$4.57K +47 +0.1%
PAG
428
Private Advisor Group
New Jersey
$7M -$2.64M -27,161 -27%
SAM
429
Securian Asset Management
Minnesota
$6.99M -$178K -1,834 -2%
GAB
430
German American Bancorp
Indiana
$6.97M +$130K +1,334 +2%
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$6.88M -$204K -2,100 -3%
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.85M +$1.49M +15,370 +28%
LIP
433
Liontrust Investment Partners
United Kingdom
$6.8M -$2.24M -23,000 -25%
HAI
434
Hennessy Advisors Inc
California
$6.75M -$311K -3,200 -4%
T. Rowe Price Investment Management
435
T. Rowe Price Investment Management
Maryland
$6.67M -$500M -5,146,784 -99%
MA
436
Montag & Associates
Georgia
$6.61M -$780K -8,026 -11%
CC
437
Carlson Capital
Texas
$6.57M +$2.73M +28,100 +71%
TC
438
TownSquare Capital
Utah
$6.57M +$455K +4,684 +7%
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$6.5M +$121K +1,241 +2%
LG
440
Leuthold Group
Minnesota
$6.5M +$6.5M +66,828 New
AFG
441
Albion Financial Group
Utah
$6.47M -$112K -1,150 -2%
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
$6.45M -$57.4M -591,013 -90%
BHWA
443
Beacon Harbor Wealth Advisors
Virginia
$6.43M +$6.43M +66,119 New
DA
444
DCM Advisors
New York
$6.4M -$786K -8,091 -11%
ISB
445
Iowa State Bank
Iowa
$6.39M +$127K +1,305 +2%
Lido Advisors
446
Lido Advisors
California
$6.36M +$312K +3,213 +5%
WPIC
447
White Pine Investment Company
Michigan
$6.35M -$1.12M -11,507 -15%
CI Investments Inc
448
CI Investments Inc
Ontario, Canada
$6.31M +$47.4K +488 +0.8%
IP
449
Interval Partners
New York
$6.29M +$6.29M +64,703 New
HT
450
Heritage Trust
Oklahoma
$6.29M +$225K +2,320 +4%
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