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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 %
SWC
451
Spectrum Wealth Counsel
Indiana
$6.34M +$6.34M +60,845 New
SF
452
Synovus Financial
Georgia
$6.23M +$524K +5,024 +9%
CCP
453
Cunning Capital Partners
North Carolina
$6.14M – – –
NIM
454
NEOS Investment Management
Connecticut
$6.13M +$1.27M +12,180 +26%
BCM
455
Becker Capital Management
Oregon
$6.11M +$4.48K +43 +0.1%
XWM
456
Xcel Wealth Management
Florida
$6.06M -$16.7K -160 -0.3%
SFA
457
Sequoia Financial Advisors
Ohio
$6.04M +$1.16M +11,149 +24%
TL
458
Tradewinds LLC
North Carolina
$6.03M +$277K +2,662 +5%
SW
459
SteelPeak Wealth
California
$5.98M +$3.74M +35,852 +167%
AAM
460
Aureus Asset Management
Massachusetts
$5.96M +$64.3K +617 +1%
FHB
461
First Hawaiian Bank
Hawaii
$5.8M -$166K -1,597 -3%
GA
462
Geller Advisors
New York
$5.78M -$90.1K -864 -2%
HNB
463
Huntington National Bank
Ohio
$5.74M -$59.2K -568 -1%
Loomis, Sayles & Company
464
Loomis, Sayles & Company
Massachusetts
$5.68M +$2.18M +20,871 +62%
TSW
465
Thompson Siegel & Walmsley
Virginia
$5.67M +$1.15K +11 +0%
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$5.57M +$5.11K +49 +0.1%
T. Rowe Price Investment Management
467
T. Rowe Price Investment Management
Maryland
$5.55M -$1.6M -15,355 -22%
OSNBOA
468
Old Second National Bank of Aurora
Illinois
$5.55M -$103K -990 -2%
MWM
469
Moran Wealth Management
Florida
$5.47M -$38.9K -373 -0.7%
LSWM
470
Lorne Steinberg Wealth Management
Canada
$5.46M -$34.4K -330 -0.6%
PA
471
Parallel Advisors
California
$5.45M +$85K +815 +2%
MGP
472
Metis Global Partners
California
$5.44M +$39.1K +375 +0.7%
TCA
473
Trifecta Capital Advisors
Illinois
$5.39M -$110K -1,054 -2%
CIG
474
Consolidated Investment Group
Colorado
$5.38M – – –
CA
475
Cullinan Associates
Kentucky
$5.37M +$199K +1,684 +4%
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