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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 %
DC
601
Davenport & Co
Virginia
$2.97M +$1.97M +18,892 +197%
EIP
602
Epoch Investment Partners
New York
$2.97M +$26.8K +257 +0.9%
RWM
603
Ritholtz Wealth Management
New York
$2.95M -$40K -384 -1%
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.92M +$43.7K +367 +2%
SWP
605
Stratos Wealth Partners
Ohio
$2.91M +$241K +2,316 +9%
MHC
606
Meyer Handelman Company
New York
$2.9M -$46.3K -444 -2%
BFG
607
Bleakley Financial Group
New Jersey
$2.87M +$317K +3,042 +12%
PWM
608
Perigon Wealth Management
California
$2.86M +$1.02M +9,751 +55%
HCA
609
Harbor Capital Advisors
Illinois
$2.85M +$13.7K +131 +0.5%
AP
610
Americana Partners
Texas
$2.82M -$74.8K -718 -3%
BC
611
Burney Company
Virginia
$2.82M +$295K +2,828 +12%
CI
612
Capital International
California
$2.82M -$29.9K -287 -1%
Capstone Investment Advisors
613
Capstone Investment Advisors
New York
$2.8M -$72.4K -695 -3%
LD
614
Lipe & Dalton
New York
$2.79M -$31.1K -298 -1%
EH
615
Equitable Holdings
New York
$2.78M -$340K -3,260 -11%
EAM
616
Eagle Asset Management
Florida
$2.78M +$668K +5,155 +32%
CANC
617
Culbertson A N & Co
Virginia
$2.77M +$134K +1,289 +5%
IP
618
Interval Partners
New York
$2.76M -$3.99M -38,232 -59%
AGC
619
Aspen Grove Capital
Colorado
$2.76M +$10.4K +100 +0.4%
NLP
620
Next Level Private
New York
$2.74M – – –
DT
621
Diversified Trust
Tennessee
$2.74M -$85.8K -823 -3%
DCM
622
Dimension Capital Management
Florida
$2.74M – – –
MIA
623
MainStreet Investment Advisors
Illinois
$2.74M -$968K -9,287 -26%
BCWM
624
Bartlett & Co Wealth Management
Ohio
$2.74M -$57.1K -548 -2%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$2.71M +$1.54M +14,765 +131%
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