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Morgan Stanley
MS

Overview Fund Activity

1,804 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, 732 increasing their positions, 651 reducing their positions, and 106 closing their positions.

Holders
1,804
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.24%
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
732
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
4
UBS AM
Illinois
$784M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
2
BlackRock
New York
$8.2B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
5
Barclays
United Kingdom
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$784M +$206M +2,115,557 +36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$755M +$310M +3,190,153 +70%
Boston Partners
28
Boston Partners
Massachusetts
$697M +$197K +2,023 +0%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$657M -$14.8M -152,196 -2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$603M -$47M -480,258 -7%
Morgan Stanley
31
Morgan Stanley
New York
$590M +$8.9M +91,620 +2%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$575M -$4.64M -47,698 -0.8%
Capital World Investors
33
Capital World Investors
California
$545M +$680 +7 +0%
Amundi
34
Amundi
France
$528M -$41.1M -412,878 -7%
Barclays
35
Barclays
United Kingdom
$521M -$327M -3,362,598 -39%
Principal Financial Group
36
Principal Financial Group
Iowa
$454M +$641K +6,596 +0.1%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$454M +$71.3M +733,384 +19%
Franklin Resources
38
Franklin Resources
California
$436M -$198M -2,039,805 -31%
Deutsche Bank
39
Deutsche Bank
Germany
$406M +$85.6M +881,020 +27%
Wells Fargo
40
Wells Fargo
California
$404M +$23.9M +245,614 +6%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$387M +$91.8M +944,283 +31%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$317M -$9.96M -102,561 -3%
AllianceBernstein
43
AllianceBernstein
Tennessee
$275M -$6.76M -69,555 -2%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$263M -$22.1M -227,660 -8%
CCM
45
Cullen Capital Management
New York
$251M -$12.2M -125,873 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$245M +$473K +4,868 +0.2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$244M +$9.67M +99,480 +4%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$240M -$109M -1,123,685 -31%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$233M +$172M +1,732,508 +282%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$227M -$114M -1,175,579 -33%
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