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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 %
PAM
651
Paradigm Asset Management
New York
$2.47M +$1.02M +10,500 +70%
CSPAM
652
Cary Street Partners Asset Management
Virginia
$2.47M +$474K +4,876 +24%
ATPW
653
Ashton Thomas Private Wealth
Arizona
$2.46M -$95.9K -987 -4%
CANC
654
Culbertson A N & Co
Virginia
$2.46M -$194K -2,000 -7%
CB
655
Community Bank
New York
$2.45M +$44.8K +461 +2%
HWA
656
HCR Wealth Advisors
California
$2.44M -$26.6K -274 -1%
FSA
657
Franklin Street Advisors
North Carolina
$2.43M +$97 +1 +0%
TYCC
658
Texas Yale Capital Corp
Florida
$2.42M – – –
MYAM
659
Meiji Yasuda Asset Management
Japan
$2.42M +$235K +2,418 +11%
SC
660
Stolper & Co
Oklahoma
$2.41M +$20.4K +210 +0.9%
PAM
661
Palisade Asset Management
Minnesota
$2.4M -$622K -6,404 -21%
BFPW
662
BOK Financial Private Wealth
Colorado
$2.4M -$27K -278 -1%
GWM
663
Glass Wealth Management
Texas
$2.4M +$84.1K +865 +4%
HB
664
HTLF Bank
Colorado
$2.4M -$93.1K -958 -4%
IAIM
665
International Assets Investment Management
Florida
$2.4M -$268K -91,317 -10%
CA
666
Commerzbank Aktiengesellschaft
Germany
$2.39M +$507K +5,216 +27%
NIM
667
Northeast Investment Management
Massachusetts
$2.39M -$27.7K -285 -1%
VVP
668
Venture Visionary Partners
Ohio
$2.39M +$143K +1,472 +6%
S
669
SignatureFD
Georgia
$2.39M +$138K +1,419 +6%
BFG
670
Bleakley Financial Group
New Jersey
$2.38M +$90K +926 +4%
SW
671
Simplicity Wealth
New Jersey
$2.37M +$91.5K +941 +4%
BIM
672
Baldwin Investment Management
Pennsylvania
$2.37M -$96.9K -997 -4%
BC
673
Burney Company
Virginia
$2.36M +$260K +2,675 +12%
CAAS
674
Capital Asset Advisory Services
Michigan
$2.34M +$162K +1,582 +7%
GAM
675
Griffin Asset Management
New York
$2.29M +$3.99K +41 +0.2%
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