MS icon

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 %
HCA
626
Harbor Capital Advisors
Illinois
$2.64M +$4.96K +51 +0.2%
WI
627
Wintrust Investments
Illinois
$2.64M -$125K -1,378 -5%
DT
628
Diversified Trust
Tennessee
$2.63M +$1.76M +18,154 +203%
LD
629
Lipe & Dalton
New York
$2.63M -$19.2K -198 -0.7%
BIG
630
Brooklyn Investment Group
New York
$2.62M – – –
BCWM
631
Bartlett & Co Wealth Management
Ohio
$2.6M -$360K -3,701 -12%
SFG
632
SevenBridge Financial Group
Pennsylvania
$2.6M +$12.7K +137 +0.5%
SWS
633
SYSTM Wealth Solutions
Illinois
$2.59M -$668K -6,872 -21%
TCA
634
Transcend Capital Advisors
New Jersey
$2.57M +$104K +1,069 +4%
PAS
635
Park Avenue Securities
New York
$2.57M +$289K +2,969 +13%
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.56M – – –
AGC
637
Aspen Grove Capital
Colorado
$2.56M – – –
NLP
638
Next Level Private
New York
$2.56M – – –
DCM
639
Dimension Capital Management
Florida
$2.55M -$401K -4,126 -14%
GF
640
Gries Financial
Ohio
$2.53M +$38.6K +397 +2%
FB
641
Fulton Bank
Pennsylvania
$2.52M +$124K +1,273 +5%
LI
642
LMCG Investments
Massachusetts
$2.51M +$76K +782 +3%
KIA
643
KCM Investment Advisors
California
$2.51M -$179K -1,840 -7%
CRA
644
Clear Rock Advisors
Texas
$2.51M +$54.7K +563 +2%
GAM
645
Gotham Asset Management
New York
$2.51M +$24.2K +249 +1%
BIP
646
Bouvel Investment Partners
Pennsylvania
$2.5M -$9.91K -102 -0.4%
FCP
647
Fidelis Capital Partners
Florida
$2.49M +$41.3K +448 +2%
SWP
648
Stratos Wealth Partners
Ohio
$2.49M -$49.4K -508 -2%
MAS
649
Meeder Advisory Services
Ohio
$2.48M +$695K +7,153 +39%
HAIM
650
Hunter Associates Investment Management
Pennsylvania
$2.47M -$12.3K -126 -0.5%
24 25
26
27 28