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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 %
IG
476
ING Group
Netherlands
$7.05M +$3.08M +24,477 +77%
EOJOAM
477
E. Ohman J:or Asset Management
Sweden
$7.02M +$940K +7,480 +15%
GA
478
Geller Advisors
New York
$6.96M -$12.6K -100 -0.2%
PI
479
PGGM Investments
Netherlands
$6.92M +$3.75M +29,827 +118%
CFG
480
Citizens Financial Group
Rhode Island
$6.92M +$1.24M +9,876 +22%
CAC
481
Core Alternative Capital
Georgia
$6.88M -$1.98M -15,727 -22%
TSW
482
Thompson Siegel & Walmsley
Virginia
$6.87M +$25.1K +200 +0.4%
MPA
483
Marvin & Palmer Associates
Delaware
$6.84M +$6.84M +54,377 New
EP
484
Essential Planning
New Hampshire
$6.77M +$6.77M +55,120 New
HNB
485
Huntington National Bank
Ohio
$6.75M -$177K -1,410 -3%
VIM
486
Vinva Investment Management
Australia
$6.72M +$354K +2,819 +6%
AAM
487
Aureus Asset Management
Massachusetts
$6.72M -$470K -3,742 -7%
CM
488
Crestline Management
Texas
$6.71M +$6.47M +51,438 +2,671%
MGP
489
Metis Global Partners
California
$6.71M +$145K +1,152 +2%
XWM
490
Xcel Wealth Management
Florida
$6.66M -$642K -5,110 -9%
BP
491
Ballentine Partners
Massachusetts
$6.64M +$263K +2,094 +4%
PA
492
Parallel Advisors
California
$6.62M +$45.6K +363 +0.7%
LSWM
493
Lorne Steinberg Wealth Management
Canada
$6.61M +$26.4K +210 +0.4%
HAG
494
HighPoint Advisor Group
Illinois
$6.58M +$37K +272 +0.6%
AAIS
495
ABN AMRO Investment Solutions
$6.54M +$1.42M +11,298 +28%
OSNBOA
496
Old Second National Bank of Aurora
Illinois
$6.53M -$166K -1,320 -2%
BAMF
497
BI Asset Management Fondsmaeglerselskab
Denmark
$6.52M -$3.3M -26,272 -34%
CIG
498
Consolidated Investment Group
Colorado
$6.49M – – –
TCA
499
Trifecta Capital Advisors
Illinois
$6.43M -$73.7K -586 -1%
CPCPP
500
Canada Post Corporation Pension Plan
Canada
$6.41M +$6.41M +51,001 New
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