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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 %
FB
576
Fulton Bank
Pennsylvania
$3.34M +$634K +6,078 +23%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$3.33M -$29.3K -281 -0.9%
GT
578
Greenleaf Trust
Michigan
$3.32M +$11.9K +114 +0.4%
SI
579
Stephens Inc
Arkansas
$3.32M +$206K +1,972 +7%
CNBT
580
Canandaigua National Bank & Trust
New York
$3.31M -$96.7K -928 -3%
AWM
581
Apollon Wealth Management
South Carolina
$3.3M +$131K +1,258 +4%
CWM
582
Congress Wealth Management
Massachusetts
$3.3M +$2.32M +22,293 +239%
IG
583
ING Group
Netherlands
$3.29M -$9.18M -88,090 -74%
MFS
584
Mattson Financial Services
Michigan
$3.29M -$20.7K -213 -0.6%
BCM
585
Brasada Capital Management
Texas
$3.22M -$865K -8,275 -21%
FCP
586
Fidelis Capital Partners
Florida
$3.21M +$14.2K +120 +0.4%
QIM
587
Quantitative Investment Management
Virginia
$3.14M +$3.14M +30,162 New
BRWA
588
B. Riley Wealth Advisors
Florida
$3.14M -$98.1K -940 -3%
GFA
589
Gifford Fong Associates
California
$3.13M – – –
HTC
590
Haverford Trust Company
Pennsylvania
$3.13M +$18.1K +174 +0.6%
USAA
591
United Services Automobile Association
Texas
$3.09M -$737K -7,072 -19%
CTC
592
Central Trust Company
Missouri
$3.07M -$777K -7,458 -20%
SIC
593
Salem Investment Counselors
North Carolina
$3.07M -$14K -134 -0.5%
CA
594
Commerzbank Aktiengesellschaft
Germany
$3.03M +$462K +4,432 +18%
VNIM
595
Vaughan Nelson Investment Management
Texas
$3.03M – – –
AF
596
Arrow Financial
New York
$3M +$61K +585 +2%
BIG
597
Brooklyn Investment Group
New York
$2.99M +$75.2K +721 +3%
ASN
598
Advisory Services Network
Georgia
$2.98M – – –
GAM
599
Gotham Asset Management
New York
$2.98M +$293K +2,809 +11%
PCIA
600
Prime Capital Investment Advisors
Kansas
$2.97M -$285K -2,733 -9%
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