MS icon

Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$845M -$76.3M -732,307 -8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$787M -$23.1M -221,825 -3%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$658M -$46.1M -442,217 -7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$652M +$10.2M +97,735 +2%
Boston Partners
30
Boston Partners
Massachusetts
$648M -$102M -974,004 -14%
Morgan Stanley
31
Morgan Stanley
New York
$637M +$4.43M +42,503 +0.7%
Barclays
32
Barclays
United Kingdom
$634M +$75.3M +721,989 +13%
AIM
33
Alphinity Investment Management
Australia
$622M +$622M +5,971,265 New
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$605M -$11.6M -110,892 -2%
Capital World Investors
35
Capital World Investors
California
$587M +$2.01M +19,273 +0.3%
Amundi
36
Amundi
France
$514M -$52.6M -493,083 -9%
Deutsche Bank
37
Deutsche Bank
Germany
$507M +$71.9M +689,327 +16%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$503M +$16.6M +158,849 +3%
Principal Financial Group
39
Principal Financial Group
Iowa
$491M +$3.77M +36,120 +0.8%
Wells Fargo
40
Wells Fargo
California
$453M +$20.2M +193,513 +5%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$423M +$7.25M +69,590 +2%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$352M +$12.5M +119,901 +4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$296M +$1.2M +11,490 +0.4%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$285M +$2.99M +28,723 +1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$263M +$1.51M +14,482 +0.6%
Millennium Management
46
Millennium Management
New York
$263M +$87.4M +838,855 +50%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$260M +$2.8M +26,899 +1%
CCM
48
Cullen Capital Management
New York
$257M -$12.4M -118,512 -5%
Federated Hermes
49
Federated Hermes
Pennsylvania
$255M +$112M +1,073,684 +78%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$253M -$9.35M -89,727 -4%
1
2
3 4 5