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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 %
CCP
626
Clough Capital Partners
Massachusetts
$3.7M +$1.37M +10,900 +59%
SIC
627
Salem Investment Counselors
North Carolina
$3.69M -$11.4K -91 -0.3%
GAM
628
Gotham Asset Management
New York
$3.69M +$91.8K +730 +3%
HTC
629
Haverford Trust Company
Pennsylvania
$3.68M -$85K -676 -2%
PAS
630
Park Avenue Securities
New York
$3.68M +$675K +5,368 +22%
RWM
631
Ritholtz Wealth Management
New York
$3.68M +$125K +991 +4%
NB
632
Northwest Bancshares
Pennsylvania
$3.68M +$1.91M +15,154 +107%
VNIM
633
Vaughan Nelson Investment Management
Texas
$3.65M – – –
DZ Bank
634
DZ Bank
Germany
$3.64M -$1.71M -13,637 -32%
SFI
635
Susquehanna Fundamental Investments
Pennsylvania
$3.62M +$3.62M +28,800 New
HWA
636
HCR Wealth Advisors
California
$3.62M +$374K +2,978 +12%
AF
637
Arrow Financial
New York
$3.61M -$3.52K -28 -0.1%
BIG
638
Brooklyn Investment Group
New York
$3.6M -$10.8K -86 -0.3%
TNA
639
True North Advisors
Texas
$3.59M +$3.28M +26,055 +1,026%
USAA
640
United Services Automobile Association
Texas
$3.58M -$142K -1,133 -4%
BFG
641
Bleakley Financial Group
New Jersey
$3.58M +$114K +910 +3%
IMC Chicago
642
IMC Chicago
Illinois
$3.58M +$3.58M +28,450 New
HCA
643
Harbor Capital Advisors
Illinois
$3.53M +$96.8K +770 +3%
CI
644
Capital International
California
$3.52M +$115K +916 +3%
TPCW
645
TD Private Client Wealth
New York
$3.52M -$800K -6,366 -19%
BCM
646
Bayesian Capital Management
New York
$3.5M +$3.5M +27,800 New
MHC
647
Meyer Handelman Company
New York
$3.49M – – –
EH
648
Equitable Holdings
New York
$3.49M +$136K +1,079 +4%
KJHP
649
K.J. Harrison & Partners
Ontario, Canada
$3.48M -$225K -1,800 -6%
MME
650
Meag Munich Ergo
Germany
$3.47M +$3.2M +25,471 +1,182%
24 25
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