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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 %
MAS
651
Meeder Advisory Services
Ohio
$2.46M -$204K -1,957 -8%
ACP
652
Arcus Capital Partners
Georgia
$2.45M – – –
TI
653
TrueMark Investments
Illinois
$2.45M -$989K -9,485 -29%
TCOT
654
Trust Company of Toledo
Ohio
$2.45M +$306K +2,935 +14%
MYAM
655
Meiji Yasuda Asset Management
Japan
$2.44M -$147K -1,410 -6%
GAM
656
Griffin Asset Management
New York
$2.43M -$22.1K -212 -0.9%
CAAS
657
Capital Asset Advisory Services
Michigan
$2.42M -$32.4K -301 -1%
P
658
Pitcairn
Pennsylvania
$2.42M -$1.21M -11,580 -33%
LSAG
659
Lake Street Advisors Group
New Hampshire
$2.41M -$1.28M -12,274 -35%
VVP
660
Venture Visionary Partners
Ohio
$2.39M -$168K -1,609 -7%
BEI
661
Benjamin Edwards Inc
Missouri
$2.38M +$2.31M +22,150 +3,068%
DLCIG
662
D.L. Carlson Investment Group
New Hampshire
$2.37M -$74.9K -719 -3%
HWAM
663
Hennion & Walsh Asset Management
New Jersey
$2.36M -$629K -6,036 -21%
Two Sigma Investments
664
Two Sigma Investments
New York
$2.36M +$534K +5,123 +29%
RPSA
665
Richard P. Slaughter Associates
Texas
$2.35M -$70.2K -673 -3%
IAS
666
Insigneo Advisory Services
Florida
$2.35M -$237K -2,275 -9%
AW
667
Alaethes Wealth
Nevada
$2.35M +$81.2K +779 +4%
FWP
668
FAS Wealth Partners
Kansas
$2.34M +$168K +1,615 +8%
LIM
669
Leavell Investment Management
Alabama
$2.33M -$7.82K -75 -0.3%
PI
670
PFG Investments
New York
$2.33M -$1.46K -14 -0.1%
BIM
671
Baldwin Investment Management
Pennsylvania
$2.33M -$212K -2,033 -8%
SFS
672
Sowell Financial Services
Arkansas
$2.33M -$40.6K -389 -2%
PS
673
Principal Securities
Iowa
$2.31M +$470K +4,509 +25%
FTWA
674
Fifth Third Wealth Advisors
Ohio
$2.31M +$127K +1,218 +6%
USCWA
675
U.S. Capital Wealth Advisors
Texas
$2.31M +$47.5K +456 +2%
25 26
27
28 29