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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 %
FNT
551
First National Trust
Pennsylvania
$3.64M -$40.3K -387 -1%
FNA
552
First National Advisers
Nebraska
$3.64M +$231K +2,217 +7%
CTC (Chicago Trading Company)
553
CTC (Chicago Trading Company)
Illinois
$3.63M -$6.84M -65,626 -65%
KFP
554
KMG Fiduciary Partners
Ohio
$3.62M +$15.6K +150 +0.4%
DIA
555
Dana Investment Advisors
Wisconsin
$3.61M +$106K +1,014 +3%
AWM
556
Axxcess Wealth Management
California
$3.59M -$81.6K -783 -2%
RCM
557
RNC Capital Management
California
$3.59M – – –
TPCW
558
TD Private Client Wealth
New York
$3.58M +$1.76M +16,865 +97%
MNBTD
559
Moody National Bank Trust Division
Texas
$3.55M +$682K +6,547 +24%
CLOS
560
Compagnie Lombard Odier SCmA
Switzerland
$3.53M +$10.4K +100 +0.3%
SWM
561
Sculati Wealth Management
Michigan
$3.53M -$54.3K -521 -2%
SFI
562
Siemens Fonds Invest
Germany
$3.52M -$133K -1,279 -4%
KJHP
563
K.J. Harrison & Partners
Ontario, Canada
$3.51M +$29.6K +250 +0.8%
TMAM
564
Tokio Marine Asset Management
Japan
$3.51M +$228K +2,190 +7%
EP
565
Edgestream Partners
New Jersey
$3.5M +$3.5M +33,622 New
WANY
566
Wealthspire Advisors (New York)
New York
$3.49M +$44.6K +428 +1%
SPC
567
Sigma Planning Corp
Michigan
$3.47M -$184K -1,765 -5%
LI
568
LMCG Investments
Massachusetts
$3.47M +$770K +7,384 +29%
VSQM
569
V-Square Quantitative Management
Illinois
$3.47M +$453K +4,350 +15%
BPA
570
Beacon Pointe Advisors
California
$3.45M -$19.4K -186 -0.6%
FCBT
571
First Citizens Bank & Trust
North Carolina
$3.44M -$12.9K -124 -0.4%
UHC
572
Union Heritage Capital
Michigan
$3.42M – – –
CA
573
Clearstead Advisors
Ohio
$3.39M -$7.09K -68 -0.2%
CTI
574
Community Trust & Investment
Kentucky
$3.38M -$73.5K -705 -2%
PWMG
575
Pinnacle Wealth Management Group
Michigan
$3.37M -$27.7K -266 -0.8%
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