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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 %
NB
476
Norinchukin Bank
Japan
$5.37M +$744K +7,133 +16%
HWM
477
HB Wealth Management
Georgia
$5.29M +$371K +3,559 +8%
BP
478
Ballentine Partners
Massachusetts
$5.29M +$161K +1,540 +3%
VIM
479
Vinva Investment Management
Australia
$5.27M +$173K +1,664 +3%
IIM
480
INTECH Investment Management
Florida
$5.24M +$94.1K +903 +2%
BHCM
481
Brevan Howard Capital Management
Jersey
$5.2M +$5.2M +49,884 New
FTDI
482
First Trust Direct Indexing
Massachusetts
$5.18M +$711K +6,820 +16%
A
483
AustralianSuper
Australia
$5.17M +$5.17M +49,602 New
SF
484
Summit Financial
New Jersey
$5.15M +$308K +2,950 +6%
ERWM
485
Elk River Wealth Management
Colorado
$5.12M +$59.7K +573 +1%
TW
486
Trajan Wealth
Arizona
$5.08M +$238K +2,282 +5%
TIP
487
Torray Investment Partners
Maryland
$5.05M +$381K +3,651 +8%
SQA
488
Simon Quick Advisors
New Jersey
$5.05M +$89.8K +861 +2%
EOJOAM
489
E. Ohman J:or Asset Management
Sweden
$5.04M -$365K -3,500 -7%
HAG
490
HighPoint Advisor Group
Illinois
$5.02M -$615K -5,900 -11%
GT
491
Glenview Trust
Kentucky
$4.99M +$1.25K +12 +0%
JIC
492
Joel Isaacson & Co
New York
$4.98M -$4.07K -39 -0.1%
First Manhattan
493
First Manhattan
New York
$4.94M -$19.3K -185 -0.4%
SCM
494
Sterling Capital Management
North Carolina
$4.91M +$4.91M +47,099 New
TIAA Trust, National Association
495
TIAA Trust, National Association
North Carolina
$4.89M -$109K -1,050 -2%
P
496
&Partners
Tennessee
$4.86M +$4.23M +41,308 +681%
AIP
497
Ameritas Investment Partners
Nebraska
$4.84M -$336K -3,226 -7%
AWS
498
Atria Wealth Solutions
New York
$4.8M -$718K -6,891 -13%
JWM
499
Jupiter Wealth Management
Colorado
$4.79M – – –
PWMAG
500
Pinnacle Wealth Management Advisory Group
New Jersey
$4.72M +$98.1K +941 +2%
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