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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 %
CFG
501
Citizens Financial Group
Rhode Island
$4.71M +$745K +7,151 +19%
EF
502
Empirical Finance
Pennsylvania
$4.69M +$83.9K +805 +2%
LM
503
Lincluden Management
Ontario, Canada
$4.68M +$58.6K +562 +1%
SW
504
SkyOak Wealth
Michigan
$4.65M +$834 +8 +0%
LW
505
Linscomb Wealth
Texas
$4.64M -$24.5K -235 -0.5%
HCM
506
Hodges Capital Management
Texas
$4.63M +$88.1K +845 +2%
FNBOO
507
First National Bank of Omaha
Nebraska
$4.59M -$238K -2,282 -5%
DZ Bank
508
DZ Bank
Germany
$4.44M -$1.57M -15,051 -26%
GWMIA
509
Global Wealth Management Investment Advisory
Florida
$4.43M -$219K -2,099 -5%
MAM
510
Mark Asset Management
New York
$4.43M +$3.45M +33,136 +355%
TRCT
511
Tower Research Capital (TRC)
New York
$4.41M -$894K -8,577 -17%
ZB
512
Zions Bancorporation
Utah
$4.37M +$3.89M +37,356 +826%
CIS
513
Capital International Sarl
California
$4.27M +$638K +6,117 +18%
RAM
514
Roanoke Asset Management
New Jersey
$4.26M -$17.2K -165 -0.4%
AAIS
515
ABN AMRO Investment Solutions
$4.24M +$884K +8,485 +26%
SYBT
516
Stock Yards Bank & Trust
Kentucky
$4.22M -$172K -1,649 -4%
HH
517
Hilltop Holdings
Texas
$4.19M +$3.34M +32,044 +394%
NMIMC
518
Northwestern Mutual Investment Management Company
Wisconsin
$4.12M -$35.5K -341 -0.9%
GWM
519
Geneos Wealth Management
Colorado
$4.12M +$347K +3,332 +9%
UCFA
520
United Capital Financial Advisors
Texas
$4.11M -$37.4K -359 -0.9%
CFP
521
Cypress Financial Planning
New Jersey
$4.11M -$67.2K -645 -2%
OAM
522
Occidental Asset Management
California
$4.1M +$200K +1,918 +5%
MFA
523
Mayflower Financial Advisors
Massachusetts
$4.07M +$11.8K +113 +0.3%
AHC
524
Adell Harriman & Carpenter
Texas
$4.02M -$25.7K -247 -0.6%
LCM
525
Logan Capital Management
Pennsylvania
$3.99M -$262K -2,516 -6%
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