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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 %
IAA
551
Independent Advisor Alliance
North Carolina
$3.61M +$29.4K +303 +0.8%
RCM
552
RNC Capital Management
California
$3.59M +$224K +2,308 +7%
CTC
553
Central Trust Company
Missouri
$3.59M -$668K -6,876 -16%
PP
554
Patten & Patten
Tennessee
$3.58M +$5.05K +52 +0.1%
USAA
555
United Services Automobile Association
Texas
$3.57M -$258K -2,658 -7%
IWC
556
Integrated Wealth Concepts
Massachusetts
$3.53M +$223K +2,290 +7%
GWM
557
Geneos Wealth Management
Colorado
$3.51M +$96.8K +996 +3%
AIMC
558
Alley Investment Management Company
Illinois
$3.5M – – –
NS
559
NBC Securities
Alabama
$3.47M +$171K +1,757 +5%
SCA
560
Sandy Cove Advisors
Massachusetts
$3.47M +$20.9K +215 +0.6%
MIA
561
MainStreet Investment Advisors
Illinois
$3.46M -$492K -5,063 -12%
SCP
562
Shorepoint Capital Partners
Massachusetts
$3.44M +$116K +1,190 +3%
LSAG
563
Lake Street Advisors Group
New Hampshire
$3.44M +$27.7K +285 +0.8%
FNT
564
First National Trust
Pennsylvania
$3.44M -$48.1K -495 -1%
AWM
565
Axxcess Wealth Management
California
$3.43M +$552K +5,679 +19%
SFI
566
Siemens Fonds Invest
Germany
$3.4M +$8.46K +87 +0.2%
SPC
567
Sigma Planning Corp
Michigan
$3.4M -$452K -4,649 -12%
CIS
568
Capital International Sarl
California
$3.39M +$117K +1,201 +4%
P
569
Pitcairn
Pennsylvania
$3.38M +$86.2K +887 +3%
SIG
570
Stonegate Investment Group
Alabama
$3.37M -$135K -1,391 -4%
KFP
571
KMG Fiduciary Partners
Ohio
$3.36M -$60.6K -624 -2%
SGDR
572
SPX Gestao de Recursos
Brazil
$3.35M -$8.08M -83,110 -71%
SWM
573
Sculati Wealth Management
Michigan
$3.34M -$63.7K -655 -2%
MFS
574
Mattson Financial Services
Michigan
$3.31M +$3.31M +34,074 New
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$3.28M -$36.4K -375 -1%
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