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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 %
SW
526
SkyOak Wealth
Michigan
$5.5M -$104K -829 -2%
IAA
527
Independent Advisor Alliance
North Carolina
$5.44M +$889K +7,069 +20%
Tudor Investment Corp
528
Tudor Investment Corp
Connecticut
$5.38M -$13.7M -109,176 -72%
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.33M +$603K +4,794 +13%
FNBOO
530
First National Bank of Omaha
Nebraska
$5.33M -$202K -1,610 -4%
HCMT
531
Highland Capital Management (Tennessee)
Tennessee
$5.33M +$573K +4,561 +12%
HH
532
Hilltop Holdings
Texas
$5.32M +$265K +2,110 +5%
PIM
533
Plato Investment Management
Australia
$5.29M +$559K +4,430 +12%
LM
534
Lincluden Management
Ontario, Canada
$5.22M -$422K -3,360 -7%
GWMIA
535
Global Wealth Management Investment Advisory
Florida
$5.19M -$160K -1,273 -3%
CAM
536
Cresset Asset Management
Illinois
$5.16M -$9.42M -74,945 -65%
OAM
537
Occidental Asset Management
California
$5.11M +$165K +1,310 +3%
GWM
538
Geneos Wealth Management
Colorado
$5.07M +$110K +875 +2%
SCM
539
Sterling Capital Management
North Carolina
$5.06M -$858K -6,826 -14%
RAM
540
Roanoke Asset Management
New Jersey
$5.04M -$101K -800 -2%
ADIM
541
Alpha DNA Investment Management
Maryland
$5.02M +$2.65M +21,090 +112%
UCFA
542
United Capital Financial Advisors
Texas
$5M +$42.4K +337 +0.9%
Jones Financial Companies
543
Jones Financial Companies
Missouri
$5M +$1.72M +13,711 +53%
CFP
544
Cypress Financial Planning
New Jersey
$4.96M +$1.63K +13 +0%
NMIMC
545
Northwestern Mutual Investment Management Company
Wisconsin
$4.95M -$12.1K -96 -0.2%
LCM
546
Laurion Capital Management
New York
$4.94M +$4.94M +39,314 New
MC
547
Mirabaud & Cie
Switzerland
$4.93M +$4.93M +39,247 New
CA
548
Cullinan Associates
Kentucky
$4.93M -$791K -6,290 -14%
WAM
549
Wolverine Asset Management
Illinois
$4.91M +$4.91M +39,021 New
SYBT
550
Stock Yards Bank & Trust
Kentucky
$4.9M -$191K -1,520 -4%
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