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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 %
BCV
451
Banque Cantonale Vaudoise
Switzerland
$6.21M -$1.16M -11,915 -16%
NMERB
452
New Mexico Educational Retirement Board
New Mexico
$6.19M – – –
PWP
453
Private Wealth Partners
California
$5.81M +$656K +6,749 +13%
CCP
454
Cunning Capital Partners
North Carolina
$5.72M – – –
BCM
455
Becker Capital Management
Oregon
$5.7M -$28K -288 -0.5%
XWM
456
Xcel Wealth Management
Florida
$5.66M -$65.1K -670 -1%
CCM
457
Coldstream Capital Management
Washington
$5.66M +$118K +1,215 +2%
HAG
458
HighPoint Advisor Group
Illinois
$5.61M +$1.72M +16,547 +44%
DZ Bank
459
DZ Bank
Germany
$5.61M -$142M -1,465,435 -96%
AG
460
AlTi Global
New York
$5.58M -$2.35M -24,142 -30%
FHB
461
First Hawaiian Bank
Hawaii
$5.57M +$93.8K +965 +2%
Assenagon Asset Management
462
Assenagon Asset Management
Luxembourg
$5.52M -$257K -2,645 -4%
AAM
463
Aureus Asset Management
Massachusetts
$5.5M -$31.9K -328 -0.6%
GA
464
Geller Advisors
New York
$5.48M -$9.14K -94 -0.2%
SEC
465
Seven Eight Capital
New York
$5.41M +$5.41M +55,705 New
HNB
466
Huntington National Bank
Ohio
$5.41M +$229K +2,356 +4%
TL
467
Tradewinds LLC
North Carolina
$5.36M +$5.36M +55,152 New
BAMF
468
BI Asset Management Fondsmaeglerselskab
Denmark
$5.34M +$674K +6,933 +14%
SF
469
Synovus Financial
Georgia
$5.32M -$131K -1,348 -2%
TSW
470
Thompson Siegel & Walmsley
Virginia
$5.29M -$5.13M -52,750 -49%
OSNBOA
471
Old Second National Bank of Aurora
Illinois
$5.27M -$100K -1,030 -2%
MYLI
472
Meiji Yasuda Life Insurance
Japan
$5.25M +$343K +3,525 +7%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$5.19M -$393K -4,040 -7%
Balyasny Asset Management
474
Balyasny Asset Management
Illinois
$5.15M -$4.21M -43,360 -45%
AWS
475
Atria Wealth Solutions
New York
$5.15M -$298K -3,071 -5%
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