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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 %
HWM
501
HB Wealth Management
Georgia
$4.59M +$258K +2,658 +6%
SFA
502
Sequoia Financial Advisors
Ohio
$4.55M +$359K +3,690 +9%
NIM
503
NEOS Investment Management
Connecticut
$4.53M +$1.45M +14,940 +47%
IFAM
504
Institutional & Family Asset Management
Colorado
$4.53M -$125K -1,291 -3%
SF
505
Summit Financial
New Jersey
$4.52M +$1.83M +18,829 +68%
TW
506
Trajan Wealth
Arizona
$4.51M -$24.7K -254 -0.5%
CL
507
Choreo LLC
Illinois
$4.51M +$3.98M +40,355 +757%
CCG
508
Ceeto Capital Group
Florida
$4.51M – – –
FNBOO
509
First National Bank of Omaha
Nebraska
$4.5M +$1.08M +11,119 +32%
ADIM
510
Alpha DNA Investment Management
Maryland
$4.49M +$2.27M +23,387 +102%
EF
511
Empowered Funds
Pennsylvania
$4.45M +$1.05M +10,765 +31%
VHAM
512
Van Hulzen Asset Management
California
$4.43M -$704K -7,242 -14%
TIP
513
Torray Investment Partners
Maryland
$4.36M +$20.7K +213 +0.5%
LW
514
Linscomb Wealth
Texas
$4.34M -$7.19K -74 -0.2%
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$4.34M +$97.7K +1,005 +2%
SW
516
SkyOak Wealth
Michigan
$4.33M -$79.1K -814 -2%
NB
517
Norinchukin Bank
Japan
$4.31M +$14.8K +152 +0.3%
CG
518
Caprock Group
Idaho
$4.31M +$2.45M +25,169 +131%
PWMAG
519
Pinnacle Wealth Management Advisory Group
New Jersey
$4.31M +$159K +1,634 +4%
LM
520
Lincluden Management
Ontario, Canada
$4.31M -$11.4K -117 -0.3%
EF
521
Empirical Finance
Pennsylvania
$4.29M -$410K -4,221 -9%
CA
522
Cullinan Associates
Kentucky
$4.26M +$834K +8,579 +24%
HCM
523
Hodges Capital Management
Texas
$4.23M +$150K +1,543 +4%
FTDI
524
First Trust Direct Indexing
Massachusetts
$4.17M +$1.07M +10,990 +34%
SYBT
525
Stock Yards Bank & Trust
Kentucky
$4.1M -$47.3K -487 -1%
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