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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
526
First Trust Direct Indexing
Massachusetts
$4.17M +$1.05M +10,990 +34%
SYBT
527
Stock Yards Bank & Trust
Kentucky
$4.1M -$46.4K -487 -1%
PHK
528
Point72 Hong Kong
Hong Kong
$4.06M +$3.98M +41,791 New
Wolverine Trading
529
Wolverine Trading
Illinois
$4.02M -$2.12M -22,294 -35%
BCM
530
Brasada Capital Management
Texas
$4.02M +$1.02M +10,664 +38%
RAM
531
Roanoke Asset Management
New Jersey
$3.99M +$1.9K +20 +0%
LCM
532
Logan Capital Management
Pennsylvania
$3.97M -$2.66M -27,930 -41%
GS
533
GTS Securities
New York
$3.94M +$3.51M +36,860 +992%
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.92M -$93.4K -981 -2%
CSPIA
535
Cary Street Partners Investment Advisory
Virginia
$3.91M +$251K +2,639 +7%
CFP
536
Cypress Financial Planning
New Jersey
$3.9M -$66.4K -698 -2%
VA
537
Vident Advisory
Georgia
$3.88M +$2.21M +23,197 +138%
HCMT
538
Highland Capital Management (Tennessee)
Tennessee
$3.88M -$306K -3,210 -7%
BSA
539
Braun Stacey Associates
New York
$3.87M -$1.55M -16,231 -29%
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$3.87M +$6.66K +70 +0.2%
UCFA
541
United Capital Financial Advisors
Texas
$3.87M +$149K +1,566 +4%
MFA
542
Mayflower Financial Advisors
Massachusetts
$3.78M -$55K -578 -1%
AHC
543
Adell Harriman & Carpenter
Texas
$3.77M +$248K +2,600 +7%
EGM
544
Engineers Gate Manager
New York
$3.75M +$3.68M +38,609 New
FAP
545
Financial Advisory Partners
Florida
$3.73M -$83.3K -875 -2%
GI
546
GLOBALT Investments
Georgia
$3.72M -$40.9K -430 -1%
SPW
547
Surience Private Wealth
Washington
$3.71M +$3.63M +38,161 New
NICM
548
Neo Ivy Capital Management
New York
$3.7M +$3.63M +38,092 New
CFG
549
Citizens Financial Group
Rhode Island
$3.69M +$2.09M +21,921 +136%
CHC
550
City Holding Co
West Virginia
$3.66M +$3.81K +40 +0.1%
20 21
22
23 24

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.