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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 %
BIP
626
Bouvel Investment Partners
Pennsylvania
$2.7M +$15.9K +153 +0.6%
HWA
627
HCR Wealth Advisors
California
$2.69M +$74K +710 +3%
GWM
628
Glass Wealth Management
Texas
$2.69M +$113K +1,088 +4%
PAM
629
Palisade Asset Management
Minnesota
$2.68M +$104K +993 +4%
TCA
630
Transcend Capital Advisors
New Jersey
$2.67M -$84.9K -814 -3%
KIA
631
KCM Investment Advisors
California
$2.66M -$35.2K -338 -1%
PAM
632
Paradigm Asset Management
New York
$2.65M – – –
CSPAM
633
Cary Street Partners Asset Management
Virginia
$2.64M -$4.17K -40 -0.2%
PI
634
PGGM Investments
Netherlands
$2.63M +$1.25M +11,956 +90%
HAIM
635
Hunter Associates Investment Management
Pennsylvania
$2.62M -$29.2K -280 -1%
FSA
636
Franklin Street Advisors
North Carolina
$2.61M -$104 -1 -0%
TYCC
637
Texas Yale Capital Corp
Florida
$2.59M – – –
NIM
638
Northeast Investment Management
Massachusetts
$2.56M – – –
SC
639
Stolper & Co
Oklahoma
$2.56M -$26.7K -256 -1%
CB
640
Community Bank
New York
$2.56M -$67.8K -650 -3%
ATPW
641
Ashton Thomas Private Wealth
Arizona
$2.55M -$93.7K -899 -4%
HB
642
HTLF Bank
Colorado
$2.52M -$57.9K -555 -2%
LA
643
LBP AM
France
$2.51M +$105K +1,005 +4%
VI
644
Vestcor Inc
New Brunswick, Canada
$2.51M +$94.1K +903 +4%
S
645
SignatureFD
Georgia
$2.5M -$56K -537 -2%
PAS
646
Park Avenue Securities
New York
$2.5M -$257K -2,461 -9%
HI
647
Horizon Investments
North Carolina
$2.49M +$608K +5,882 +32%
FC
648
FORA Capital
Florida
$2.47M +$2.47M +23,740 New
WWM
649
Wolff Wiese Magana
California
$2.47M +$37.6K +361 +2%
BHPW
650
Beverly Hills Private Wealth
California
$2.46M +$548K +5,261 +29%
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