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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 %
HCMT
526
Highland Capital Management (Tennessee)
Tennessee
$3.94M -$216K -2,069 -5%
FRA
527
Frank Rimerman Advisors
California
$3.94M +$686K +6,577 +21%
SC
528
Savant Capital
Illinois
$3.92M +$551K +5,287 +16%
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.92M +$447K +4,287 +13%
CHC
530
City Holding Co
West Virginia
$3.92M -$6.46K -62 -0.2%
PIM
531
Plato Investment Management
Australia
$3.9M +$958K +9,196 +33%
CCG
532
Ceeto Capital Group
Florida
$3.89M -$938K -9,000 -19%
SFG
533
SevenBridge Financial Group
Pennsylvania
$3.89M +$152K +1,139 +4%
Group One Trading
534
Group One Trading
Illinois
$3.88M +$2.19M +21,002 +129%
FAP
535
Financial Advisory Partners
Florida
$3.88M -$122K -1,169 -3%
BSA
536
Braun Stacey Associates
New York
$3.86M -$290K -2,783 -7%
RJT
537
Raymond James Trust
Florida
$3.86M +$481K +4,618 +14%
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.84M -$363K -3,478 -9%
PP
539
Patten & Patten
Tennessee
$3.84M -$3.34K -32 -0.1%
SCI
540
S&CO Inc
Massachusetts
$3.83M +$387K +3,709 +11%
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$3.81M -$386K -3,705 -9%
IAA
542
Independent Advisor Alliance
North Carolina
$3.78M -$92.8K -890 -2%
AIMC
543
Alley Investment Management Company
Illinois
$3.76M – – –
ECM
544
Everence Capital Management
Indiana
$3.74M +$432K +4,140 +13%
SCA
545
Sandy Cove Advisors
Massachusetts
$3.74M +$11.8K +113 +0.3%
CAM
546
Carret Asset Management
New York
$3.71M +$254K +2,435 +7%
SCP
547
Shorepoint Capital Partners
Massachusetts
$3.7M +$8.55K +82 +0.2%
NS
548
NBC Securities
Alabama
$3.69M -$31K -297 -0.8%
ITC
549
Inspire Trust Company
Nevada
$3.68M +$625K +6,000 +20%
IWC
550
Integrated Wealth Concepts
Massachusetts
$3.66M -$121K -1,162 -3%
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