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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 %
BCM
601
Brasada Capital Management
Texas
$4.04M +$223K +1,797 +6%
SG Americas Securities
602
SG Americas Securities
New York
$4.04M +$1.94M +15,438 +92%
FCBT
603
First Citizens Bank & Trust
North Carolina
$3.98M -$164K -1,304 -4%
TF
604
Trek Financial
Arizona
$3.98M +$3.98M +31,643 New
UBP
605
Union Bancaire Privee
Switzerland
$3.97M +$3.97M +33,860 New
MNBTD
606
Moody National Bank Trust Division
Texas
$3.96M -$311K -2,474 -7%
ET
607
Entropy Technologies
New York
$3.96M +$3.96M +31,516 New
FCP
608
Fidelis Capital Partners
Florida
$3.94M +$220K +1,605 +6%
CTC
609
Central Trust Company
Missouri
$3.92M +$217K +1,723 +6%
HI
610
Hoey Investments
Pennsylvania
$3.89M +$1.42M +11,292 +57%
ATPW
611
Ashton Thomas Private Wealth
Arizona
$3.88M +$808K +6,427 +26%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$3.88M -$140K -1,112 -3%
ASN
613
Advisory Services Network
Georgia
$3.87M +$15.6K +124 +0.4%
VT
614
Vise Technologies
New York
$3.86M +$1.2M +9,527 +45%
WSFS
615
Wilmington Savings Fund Society
Delaware
$3.84M +$1.18M +9,377 +44%
FB
616
Fulton Bank
Pennsylvania
$3.82M -$206K -1,636 -5%
GIC
617
Generali Investments CEE
Czech Republic
$3.82M +$3.82M +30,400 New
AF
618
Allworth Financial
California
$3.81M +$1.43M +10,515 +60%
WANY
619
Wealthspire Advisors (New York)
New York
$3.81M -$399K -3,174 -9%
GFA
620
Gifford Fong Associates
California
$3.77M – – –
ITC
621
Inspire Trust Company
Nevada
$3.77M -$666K -5,300 -15%
SI
622
Stephens Inc
Arkansas
$3.75M -$255K -2,027 -6%
SPC
623
Sigma Planning Corp
Michigan
$3.75M -$434K -3,453 -10%
VanEck Associates
624
VanEck Associates
New York
$3.75M +$3.49M +27,747 +1,343%
CNBT
625
Canandaigua National Bank & Trust
New York
$3.71M -$284K -2,260 -7%
23 24
25
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