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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 %
PHK
526
Point72 Hong Kong
Hong Kong
$4.06M +$4.06M +41,791 New
Wolverine Trading
527
Wolverine Trading
Illinois
$4.02M -$2.17M -22,294 -35%
BCM
528
Brasada Capital Management
Texas
$4.02M +$1.1M +10,664 +38%
RAM
529
Roanoke Asset Management
New Jersey
$3.99M +$1.94K +20 +0%
LCM
530
Logan Capital Management
Pennsylvania
$3.97M -$2.71M -27,930 -41%
GS
531
GTS Securities
New York
$3.94M +$3.58M +36,860 +992%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.92M -$95.3K -981 -2%
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$3.91M +$256K +2,639 +7%
CFP
534
Cypress Financial Planning
New Jersey
$3.9M -$67.8K -698 -2%
VA
535
Vident Advisory
Georgia
$3.88M +$2.25M +23,197 +138%
HCMT
536
Highland Capital Management (Tennessee)
Tennessee
$3.88M -$312K -3,210 -7%
BSA
537
Braun Stacey Associates
New York
$3.87M -$1.58M -16,231 -29%
NMIMC
538
Northwestern Mutual Investment Management Company
Wisconsin
$3.87M +$6.8K +70 +0.2%
UCFA
539
United Capital Financial Advisors
Texas
$3.87M +$152K +1,566 +4%
MFA
540
Mayflower Financial Advisors
Massachusetts
$3.78M -$56.2K -578 -1%
AHC
541
Adell Harriman & Carpenter
Texas
$3.77M +$253K +2,600 +7%
EGM
542
Engineers Gate Manager
New York
$3.75M +$3.75M +38,609 New
FAP
543
Financial Advisory Partners
Florida
$3.73M -$85K -875 -2%
GI
544
GLOBALT Investments
Georgia
$3.72M -$41.8K -430 -1%
SPW
545
Surience Private Wealth
Washington
$3.71M +$3.71M +38,161 New
NICM
546
Neo Ivy Capital Management
New York
$3.7M +$3.7M +38,092 New
CFG
547
Citizens Financial Group
Rhode Island
$3.69M +$2.13M +21,921 +136%
CHC
548
City Holding Co
West Virginia
$3.66M +$3.89K +40 +0.1%
VC
549
Vestor Capital
Illinois
$3.65M -$77.7K -799 -2%
OAM
550
Occidental Asset Management
California
$3.64M +$141K +1,453 +4%
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