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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 %
PWM
501
Perigon Wealth Management
California
$6.36M +$2.63M +19,385 +71%
FHB
502
First Hawaiian Bank
Hawaii
$6.23M -$773K -6,146 -11%
SQA
503
Simon Quick Advisors
New Jersey
$6.19M +$97.6K +776 +2%
First Manhattan
504
First Manhattan
New York
$6.18M +$220K +1,753 +4%
SF
505
Summit Financial
New Jersey
$6.17M -$44.4K -353 -0.7%
HWM
506
HB Wealth Management
Georgia
$6.14M -$244K -1,941 -4%
ERWM
507
Elk River Wealth Management
Colorado
$6.1M -$76.6K -609 -1%
AWS
508
Atria Wealth Solutions
New York
$6.08M +$291K +2,315 +5%
JWM
509
Jupiter Wealth Management
Colorado
$6.06M +$289K +2,298 +5%
JIC
510
Joel Isaacson & Co
New York
$6.04M +$29.5K +235 +0.5%
CG
511
Caprock Group
Idaho
$6.02M +$6.02M +47,921 New
GT
512
Glenview Trust
Kentucky
$6.01M -$11.6K -92 -0.2%
CM
513
Castleark Management
Illinois
$5.77M -$4.52M -35,920 -44%
BI
514
Bradyco Inc
Massachusetts
$5.7M +$5.7M +45,328 New
JAM
515
Jupiter Asset Management
United Kingdom
$5.69M +$5.69M +45,228 New
PWMAG
516
Pinnacle Wealth Management Advisory Group
New Jersey
$5.69M -$3.77K -30 -0.1%
WOC
517
West Oak Capital
California
$5.68M – – –
FNT
518
First National Trust
Pennsylvania
$5.68M +$1.28M +10,188 +29%
TW
519
Trajan Wealth
Arizona
$5.67M -$459K -3,648 -7%
AIP
520
Ameritas Investment Partners
Nebraska
$5.66M -$171K -1,363 -3%
TIAA Trust, National Association
521
TIAA Trust, National Association
North Carolina
$5.66M -$246K -1,954 -4%
LW
522
Linscomb Wealth
Texas
$5.62M +$34.8K +277 +0.6%
CIS
523
Capital International Sarl
California
$5.61M +$456K +3,630 +9%
EF
524
Empirical Finance
Pennsylvania
$5.57M -$84.2K -670 -1%
CL
525
Choreo LLC
Illinois
$5.55M -$9.88M -78,561 -64%
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