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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 %
BSA
576
Braun Stacey Associates
New York
$4.45M -$208K -1,655 -4%
SPW
577
Surience Private Wealth
Washington
$4.45M +$4.45M +35,362 New
PCIA
578
Prime Capital Investment Advisors
Kansas
$4.43M +$853K +6,782 +24%
DIA
579
Dana Investment Advisors
Wisconsin
$4.43M +$82.6K +657 +2%
RCM
580
RNC Capital Management
California
$4.42M -$224K -1,782 -5%
LSAG
581
Lake Street Advisors Group
New Hampshire
$4.42M +$1.52M +12,097 +52%
CAM
582
Carret Asset Management
New York
$4.41M -$68.1K -542 -2%
CICC
583
Capital Investment Counsel (Colorado)
Colorado
$4.38M +$4.38M +34,833 New
SCP
584
Shorepoint Capital Partners
Massachusetts
$4.36M -$102K -808 -2%
DT
585
Diversified Trust
Tennessee
$4.36M +$1.05M +8,376 +32%
AWM
586
Apollon Wealth Management
South Carolina
$4.32M +$336K +2,673 +8%
SFI
587
Siemens Fonds Invest
Germany
$4.25M +$8.3K +66 +0.2%
CLOS
588
Compagnie Lombard Odier SCmA
Switzerland
$4.24M -$12.6K -100 -0.3%
SFG
589
SevenBridge Financial Group
Pennsylvania
$4.24M +$227K +1,647 +6%
CA
590
Clearstead Advisors
Ohio
$4.19M +$101K +806 +2%
KFP
591
KMG Fiduciary Partners
Ohio
$4.17M -$202K -1,603 -5%
CTI
592
Community Trust & Investment
Kentucky
$4.17M +$89.8K +714 +2%
AWM
593
Axxcess Wealth Management
California
$4.14M -$198K -1,577 -5%
GT
594
Greenleaf Trust
Michigan
$4.13M +$127K +1,010 +3%
UHC
595
Union Heritage Capital
Michigan
$4.13M – – –
SWM
596
Sculati Wealth Management
Michigan
$4.12M -$134K -1,063 -3%
SG
597
StoneX Group
New York
$4.12M +$4.12M +32,759 New
DAS
598
Dynamic Advisor Solutions
Arizona
$4.1M +$2.23M +17,766 +120%
PWMG
599
Pinnacle Wealth Management Group
Michigan
$4.07M +$15.3K +122 +0.4%
ECM
600
Everence Capital Management
Indiana
$4.06M -$451K -3,590 -10%
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