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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 %
HCM
551
Hodges Capital Management
Texas
$4.83M -$755K -6,004 -14%
TIP
552
Torray Investment Partners
Maryland
$4.81M -$1.29M -10,249 -21%
MFA
553
Mayflower Financial Advisors
Massachusetts
$4.81M -$102K -809 -2%
FRA
554
Frank Rimerman Advisors
California
$4.78M +$30.9K +246 +0.7%
LCM
555
Logan Capital Management
Pennsylvania
$4.78M -$37.6K -299 -0.8%
ZB
556
Zions Bancorporation
Utah
$4.74M -$522K -4,149 -10%
WBC
557
Westpac Banking Corp
Australia
$4.74M +$2.41M +19,185 +104%
AHC
558
Adell Harriman & Carpenter
Texas
$4.72M -$128K -1,019 -3%
CHC
559
City Holding Co
West Virginia
$4.7M -$25.3K -201 -0.5%
SC
560
Savant Capital
Illinois
$4.7M -$28.7K -228 -0.6%
BIM
561
Brentview Investment Management
Illinois
$4.67M +$4.67M +37,154 New
FAP
562
Financial Advisory Partners
Florida
$4.65M -$26.8K -213 -0.6%
SCI
563
S&CO Inc
Massachusetts
$4.62M – – –
VSQM
564
V-Square Quantitative Management
Illinois
$4.62M +$436K +3,471 +10%
FNA
565
First National Advisers
Nebraska
$4.59M +$196K +1,557 +4%
RBI
566
Raiffeisen Bank International
Austria
$4.56M +$4.56M +36,271 New
IWC
567
Integrated Wealth Concepts
Massachusetts
$4.55M +$138K +1,096 +3%
PP
568
Patten & Patten
Tennessee
$4.55M -$85.5K -680 -2%
SCA
569
Sandy Cove Advisors
Massachusetts
$4.52M +$17.7K +141 +0.4%
TMAM
570
Tokio Marine Asset Management
Japan
$4.52M +$289K +2,295 +7%
AC
571
Allstate Corporation
Illinois
$4.52M +$4.52M +35,918 New
PAM
572
Pamalican Asset Management
Hong Kong
$4.51M +$4.51M +35,900 New
CCG
573
Ceeto Capital Group
Florida
$4.51M -$189K -1,500 -4%
AIMC
574
Alley Investment Management Company
Illinois
$4.49M -$41.9K -333 -0.9%
LF
575
Longbow Finance
Switzerland
$4.48M +$4.48M +35,662 New
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