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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 %
MA
426
Montag & Associates
Georgia
$7.1M +$7.3K +70 +0.1%
GI
427
GLOBALT Investments
Georgia
$7.09M +$3.1M +29,783 +78%
BA
428
Baugh & Associates
Georgia
$7.03M +$63.3K +629 +0.9%
HIC
429
Hartline Investment Corp
Illinois
$7M +$3.63M +34,829 +108%
BHWA
430
Beacon Harbor Wealth Advisors
Virginia
$6.99M +$95.4K +915 +1%
MSRPS
431
Maryland State Retirement & Pension System
Maryland
$6.98M -$2.45M -23,538 -26%
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
$6.97M +$51.8K +497 +0.7%
Jane Street
433
Jane Street
New York
$6.95M -$57.2M -549,004 -89%
AFG
434
Albion Financial Group
Utah
$6.93M -$6.67K -64 -0.1%
SPIA
435
Steward Partners Investment Advisory
New York
$6.91M +$1.5M +14,369 +28%
ISB
436
Iowa State Bank
Iowa
$6.91M +$55.2K +530 +0.8%
DA
437
DCM Advisors
New York
$6.88M +$10.9K +105 +0.2%
EF
438
Empowered Funds
Pennsylvania
$6.87M +$2.1M +20,160 +44%
AFG
439
Argent Financial Group
Louisiana
$6.87M +$6.87M +65,889 New
OAC
440
OMERS Administration Corp
Ontario, Canada
$6.81M -$2M -19,200 -23%
LIP
441
Liontrust Investment Partners
United Kingdom
$6.8M – – –
GAM
442
Groupama Asset Management
France
$6.74M -$676K -8,080 -9%
IMCOOI
443
Investment Management Corp of Ontario (IMCO)
Canada
$6.71M +$1.37M +13,100 +26%
WPIC
444
White Pine Investment Company
Michigan
$6.67M -$139K -1,332 -2%
PWP
445
Private Wealth Partners
California
$6.5M +$277K +2,660 +4%
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
$6.49M +$574K +5,502 +10%
CCM
447
Coldstream Capital Management
Washington
$6.43M +$297K +2,826 +5%
FIA
448
Foundations Investment Advisors
Arizona
$6.4M +$898K +8,610 +16%
NMERB
449
New Mexico Educational Retirement Board
New Mexico
$6.38M -$261K -2,500 -4%
PSP
450
Principal Street Partners
Tennessee
$6.36M -$1.86M -17,895 -23%
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