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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 %
SFO
651
Stenger Family Office
Illinois
$3.47M +$3.47M +27,596 New
AP
652
Americana Partners
Texas
$3.45M +$44.9K +357 +1%
CWM
653
Congress Wealth Management
Massachusetts
$3.44M -$535K -4,258 -13%
GWM
654
Glass Wealth Management
Texas
$3.44M +$197K +1,565 +6%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.35M – – –
BIP
656
Bouvel Investment Partners
Pennsylvania
$3.35M +$86.4K +687 +3%
BRWA
657
B. Riley Wealth Advisors
Florida
$3.34M -$436K -3,467 -12%
BHCM
658
Brevan Howard Capital Management
Jersey
$3.34M -$2.93M -23,304 -47%
PS
659
Principal Securities
Iowa
$3.31M +$520K +4,136 +19%
DCM
660
Dimension Capital Management
Florida
$3.3M – – –
NLP
661
Next Level Private
New York
$3.3M -$6.92K -55 -0.2%
CANC
662
Culbertson A N & Co
Virginia
$3.27M -$67.9K -540 -2%
MFS
663
Mattson Financial Services
Michigan
$3.26M -$269K -2,581 -8%
CSP
664
Cary Street Partners
Virginia
$3.25M +$3.25M +25,829 New
DC
665
Davenport & Co
Virginia
$3.24M -$337K -2,680 -9%
SWP
666
Stratos Wealth Partners
Ohio
$3.23M -$278K -2,215 -8%
LD
667
Lipe & Dalton
New York
$3.23M -$133K -1,060 -4%
BEI
668
Benjamin Edwards Inc
Missouri
$3.23M +$350K +2,786 +12%
CFO
669
Callan Family Office
Pennsylvania
$3.2M +$3.2M +25,420 New
MIA
670
MainStreet Investment Advisors
Illinois
$3.19M -$114K -909 -3%
BCWM
671
Bartlett & Co Wealth Management
Ohio
$3.19M -$114K -905 -3%
PAM
672
Palisade Asset Management
Minnesota
$3.19M -$47.1K -375 -1%
TCA
673
Transcend Capital Advisors
New Jersey
$3.17M -$47.8K -380 -1%
FSA
674
Franklin Street Advisors
North Carolina
$3.14M – – –
HAIM
675
Hunter Associates Investment Management
Pennsylvania
$3.14M -$22.4K -178 -0.7%
25 26
27
28 29