MS icon

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 %
MWM
476
Moran Wealth Management
Florida
$5.14M +$5.14M +52,838 New
FIA
477
Foundations Investment Advisors
Arizona
$5.13M -$375K -3,861 -7%
TCA
478
Trifecta Capital Advisors
Illinois
$5.13M -$34.5K -355 -0.7%
LSWM
479
Lorne Steinberg Wealth Management
Canada
$5.12M -$20.4K -210 -0.4%
RIM
480
Rakuten Investment Management
Japan
$5.07M +$1.86M +19,440 +58%
SPIA
481
Steward Partners Investment Advisory
New York
$5.05M -$2.31M -23,787 -31%
EOJOAM
482
E. Ohman J:or Asset Management
Sweden
$5.04M +$156K +1,600 +3%
MGP
483
Metis Global Partners
California
$5.04M -$45.3K -466 -0.9%
CIG
484
Consolidated Investment Group
Colorado
$5.02M – – –
PA
485
Parallel Advisors
California
$5.01M -$164K -1,688 -3%
IMCOOI
486
Investment Management Corp of Ontario (IMCO)
Canada
$4.98M +$729K +7,500 +17%
CWP
487
Cyndeo Wealth Partners
Florida
$4.97M +$1.01M +10,378 +25%
TRCT
488
Tower Research Capital (TRC)
New York
$4.95M +$1.06M +10,878 +27%
Verition Fund Management
489
Verition Fund Management
Connecticut
$4.89M +$1.76M +18,119 +56%
AIP
490
Ameritas Investment Partners
Nebraska
$4.82M +$875 +9 +0%
IIM
491
INTECH Investment Management
Florida
$4.8M -$2.45M -25,193 -34%
BP
492
Ballentine Partners
Massachusetts
$4.78M +$14.4K +148 +0.3%
JWM
493
Jupiter Wealth Management
Colorado
$4.74M -$173K -1,680 -4%
ERWM
494
Elk River Wealth Management
Colorado
$4.72M +$42K +432 +0.9%
VIM
495
Vinva Investment Management
Australia
$4.69M +$1.02M +10,604 +28%
TIAA Trust, National Association
496
TIAA Trust, National Association
North Carolina
$4.66M -$20.4K -210 -0.4%
GT
497
Glenview Trust
Kentucky
$4.65M -$126K -1,301 -3%
JIC
498
Joel Isaacson & Co
New York
$4.65M +$18.8K +193 +0.4%
SQA
499
Simon Quick Advisors
New Jersey
$4.63M +$115K +1,182 +3%
First Manhattan
500
First Manhattan
New York
$4.62M -$14K -144 -0.3%
18 19
20
21 22