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Morgan Stanley
MS

Overview Fund Activity

2,085 hedge funds and large institutions have $173B invested in Morgan Stanley in 2024 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 696 increasing their positions, 785 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
+235
Holders Change %
+12.7%
% of All Funds
27.75%
Holding in Top 10
39
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+95%
% of All Funds
0.52%
New
348
Increased
696
Reduced
785
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$848M
2
BlackRock
BlackRock
New York
+$793M
3
Citadel Advisors
Citadel Advisors
Florida
+$404M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$309M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Barclays
Barclays
United Kingdom
-$448M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$413M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$288M
5
Boston Partners
Boston Partners
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
426
Private Advisor Group
New Jersey
$9.09M -$141K -1,119 -2%
GCA
427
Greenwood Capital Associates
South Carolina
$9.06M -$361K -2,873 -4%
FIA
428
Foundations Investment Advisors
Arizona
$9.04M +$1.33M +10,565 +17%
OAG
429
Orbis Allan Gray
Bermuda
$9.01M – – –
SPIA
430
Steward Partners Investment Advisory
New York
$8.97M +$633K +5,038 +8%
AAM
431
Advisors Asset Management
Colorado
$8.97M -$1.33M -10,614 -13%
CJL
432
Cyrus J. Lawrence
New York
$8.89M -$51.7K -411 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
433
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.86M – – –
IAN
434
Integrated Advisors Network
Texas
$8.82M -$1M -7,971 -10%
IGAM
435
iA Global Asset Management
Quebec, Canada
$8.79M +$8.48M +67,490 +2,755%
JWBC
436
J.W. Burns & Co
New York
$8.74M -$197K -1,566 -2%
DA
437
DCM Advisors
New York
$8.72M +$447K +3,561 +5%
HVIA
438
Hudson Valley Investment Advisors
New York
$8.7M -$720K -5,723 -8%
BHWA
439
Beacon Harbor Wealth Advisors
Virginia
$8.52M +$94.5K +752 +1%
MA
440
Montag & Associates
Georgia
$8.49M -$68.6K -546 -0.8%
HIC
441
Hartline Investment Corp
Illinois
$8.48M +$36.7K +292 +0.4%
BA
442
Baugh & Associates
Georgia
$8.45M -$16.3K -134 -0.2%
GI
443
GLOBALT Investments
Georgia
$8.44M -$122K -968 -1%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$8.39M -$64.5K -510 -0.8%
LSERS
445
Louisiana State Employees Retirement System
Louisiana
$8.39M -$427K -3,400 -5%
SAM
446
Securian Asset Management
Minnesota
$8.38M -$280K -2,230 -3%
TL
447
Tradewinds LLC
North Carolina
$8.34M +$425K +3,104 +5%
HAI
448
Hennessy Advisors Inc
California
$8.3M -$440K -3,500 -5%
AFG
449
Albion Financial Group
Utah
$8.21M -$149K -1,188 -2%
HT
450
Heritage Trust
Oklahoma
$8.14M +$8.14M +64,784 New
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