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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 %
Loomis, Sayles & Company
451
Loomis, Sayles & Company
Massachusetts
$8.12M +$1.26M +10,056 +18%
AMI
452
Amica Mutual Insurance
Rhode Island
$8.08M -$1.1M -8,755 -12%
NG
453
NatWest Group
United Kingdom
$8.05M +$8.05M +64,049 New
ISB
454
Iowa State Bank
Iowa
$7.99M -$337K -2,678 -4%
CCM
455
Coldstream Capital Management
Washington
$7.97M +$291K +2,315 +4%
Verition Fund Management
456
Verition Fund Management
Connecticut
$7.93M +$6.92M +55,066 +687%
VCM
457
Voleon Capital Management
California
$7.9M +$7.9M +62,856 New
MSRPS
458
Maryland State Retirement & Pension System
Maryland
$7.85M -$566K -4,503 -7%
CDDEC
459
Caisse Des Depots Et Consignations
France
$7.82M +$7.82M +62,199 New
PWP
460
Private Wealth Partners
California
$7.79M -$53.3K -424 -0.7%
Nomura Holdings
461
Nomura Holdings
Japan
$7.76M -$5.35M -42,555 -41%
WPIC
462
White Pine Investment Company
Michigan
$7.7M -$338K -2,685 -4%
PSP
463
Principal Street Partners
Tennessee
$7.69M +$9.81K +78 +0.1%
SWC
464
Spectrum Wealth Counsel
Indiana
$7.68M +$29.5K +235 +0.4%
CCM
465
Cinctive Capital Management
New York
$7.62M +$7.62M +60,632 New
SFA
466
Sequoia Financial Advisors
Ohio
$7.56M +$278K +2,215 +4%
P
467
&Partners
Tennessee
$7.48M +$1.52M +12,058 +25%
NMERB
468
New Mexico Educational Retirement Board
New Mexico
$7.47M -$226K -1,800 -3%
CCP
469
Cunning Capital Partners
North Carolina
$7.4M – – –
BCM
470
Becker Capital Management
Oregon
$7.37M -$3.52K -28 -0%
A
471
AustralianSuper
Australia
$7.27M +$1.04M +8,245 +17%
Assenagon Asset Management
472
Assenagon Asset Management
Luxembourg
$7.22M -$609K -4,841 -8%
SF
473
Synovus Financial
Georgia
$7.16M -$358K -2,849 -5%
WorldQuant Millennium Advisors
474
WorldQuant Millennium Advisors
New York
$7.12M -$6.38M -50,766 -47%
NB
475
Norinchukin Bank
Japan
$7.07M +$599K +4,761 +9%
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