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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 %
Loomis, Sayles & Company
576
Loomis, Sayles & Company
Massachusetts
$3.27M +$762K +7,838 +30%
DIA
577
Dana Investment Advisors
Wisconsin
$3.27M +$16.9K +174 +0.5%
LOAMS
578
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.24M -$283K -2,912 -8%
BPA
579
Beacon Pointe Advisors
California
$3.24M +$18.9K +194 +0.6%
CAM
580
Carret Asset Management
New York
$3.22M +$67.3K +692 +2%
CTI
581
Community Trust & Investment
Kentucky
$3.22M -$148K -1,523 -4%
FCBT
582
First Citizens Bank & Trust
North Carolina
$3.22M +$56.5K +581 +2%
WANY
583
Wealthspire Advisors (New York)
New York
$3.21M -$218K -2,242 -6%
SCI
584
S&CO Inc
Massachusetts
$3.21M – – –
TI
585
TrueMark Investments
Illinois
$3.2M +$1.19M +12,255 +59%
UHC
586
Union Heritage Capital
Michigan
$3.19M – – –
FNA
587
First National Advisers
Nebraska
$3.18M +$1.57M +16,160 +98%
CNBT
588
Canandaigua National Bank & Trust
New York
$3.18M -$252K -2,592 -7%
CA
589
Clearstead Advisors
Ohio
$3.17M +$2.62M +26,955 +475%
PWMG
590
Pinnacle Wealth Management Group
Michigan
$3.16M -$11.8K -121 -0.4%
RJT
591
Raymond James Trust
Florida
$3.15M -$30.2K -311 -1%
HIC
592
Hartline Investment Corp
Illinois
$3.14M +$2.76M +28,446 +730%
SC
593
Savant Capital
Illinois
$3.14M +$34.7K +357 +1%
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$3.13M -$26.1K -269 -0.8%
AAIS
595
ABN AMRO Investment Solutions
$3.13M +$1.14M +11,701 +57%
SCM
596
Shelton Capital Management
Colorado
$3.13M -$208K -2,141 -6%
ICA
597
Infrastructure Capital Advisors
New York
$3.1M -$618K -6,359 -17%
GT
598
Greenleaf Trust
Michigan
$3.09M +$93.8K +965 +3%
TMAM
599
Tokio Marine Asset Management
Japan
$3.06M +$117K +1,207 +4%
PCIA
600
Prime Capital Investment Advisors
Kansas
$3.03M -$109K -1,123 -3%
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