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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 %
MIM
601
Morningstar Investment Management
Illinois
$3.03M -$523K -5,384 -15%
FRA
602
Frank Rimerman Advisors
California
$3.03M +$3.02M +31,117 +34,195%
BRWA
603
B. Riley Wealth Advisors
Florida
$3.01M +$229K +2,361 +8%
ASN
604
Advisory Services Network
Georgia
$2.98M -$40.4K -416 -1%
AWM
605
Apollon Wealth Management
South Carolina
$2.95M +$30.7K +316 +1%
GFA
606
Gifford Fong Associates
California
$2.92M – – –
EH
607
Equitable Holdings
New York
$2.91M +$118K +1,209 +4%
CC
608
Centiva Capital
New York
$2.9M +$2.9M +29,888 New
SI
609
Stephens Inc
Arkansas
$2.9M -$6.61K -68 -0.2%
HTC
610
Haverford Trust Company
Pennsylvania
$2.9M +$1.17M +11,991 +67%
SIC
611
Salem Investment Counselors
North Carolina
$2.87M +$8.94K +92 +0.3%
KJHP
612
K.J. Harrison & Partners
Ontario, Canada
$2.86M -$1.78M -18,350 -38%
ITC
613
Inspire Trust Company
Nevada
$2.85M +$972K +10,000 +52%
VNIM
614
Vaughan Nelson Investment Management
Texas
$2.82M – – –
VSQM
615
V-Square Quantitative Management
Illinois
$2.81M +$1.24M +12,793 +79%
RWM
616
Ritholtz Wealth Management
New York
$2.78M -$432K -4,440 -13%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$2.78M -$438K -4,503 -14%
PIM
618
Plato Investment Management
Australia
$2.75M +$2.28M +23,501 +491%
MHC
619
Meyer Handelman Company
New York
$2.74M – – –
EIP
620
Epoch Investment Partners
New York
$2.74M -$14.5K -149 -0.5%
AF
621
Arrow Financial
New York
$2.74M +$30.4K +313 +1%
AP
622
Americana Partners
Texas
$2.7M +$172K +1,772 +7%
Capstone Investment Advisors
623
Capstone Investment Advisors
New York
$2.67M +$155K +1,598 +6%
MNBTD
624
Moody National Bank Trust Division
Texas
$2.67M +$97.7K +1,005 +4%
CI
625
Capital International
California
$2.66M -$51.9K -534 -2%
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