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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 %
ACP
676
Arcus Capital Partners
Georgia
$2.29M – – –
IAS
677
Insigneo Advisory Services
Florida
$2.29M +$1.14M +12,344 +99%
DLCIG
678
D.L. Carlson Investment Group
New Hampshire
$2.28M -$2.59M -26,602 -53%
TH
679
TCTC Holdings
Texas
$2.27M – – –
WWM
680
Wolff Wiese Magana
California
$2.27M -$6.71K -69 -0.3%
RPSA
681
Richard P. Slaughter Associates
Texas
$2.26M -$720K -7,413 -24%
VI
682
Vestcor Inc
New Brunswick, Canada
$2.25M -$2.21M -22,700 -50%
LA
683
LBP AM
France
$2.24M +$2.24M +23,040 New
NRD
684
Nebula Research & Development
New York
$2.21M +$2.21M +22,755 New
SFS
685
Sowell Financial Services
Arkansas
$2.21M -$20.6K -212 -0.9%
LIM
686
Leavell Investment Management
Alabama
$2.18M +$114K +1,175 +6%
NP
687
NorthRock Partners
Minnesota
$2.18M +$119K +1,224 +6%
PI
688
PFG Investments
New York
$2.17M +$23.8K +245 +1%
CIA
689
Capital Investment Advisors
Georgia
$2.15M +$331K +3,405 +18%
PMA
690
Prudent Man Advisors
Illinois
$2.13M +$90.4K +930 +4%
WBWA
691
William B. Walkup & Associates
South Carolina
$2.12M +$2.12M +21,830 New
CK
692
Cohen Klingenstein
New York
$2.12M – – –
DWM
693
Dynasty Wealth Management
Florida
$2.12M +$129K +1,324 +6%
AW
694
Alaethes Wealth
Nevada
$2.11M +$49.6K +510 +2%
OIA
695
OneDigital Investment Advisors
Kansas
$2.11M +$857K +8,819 +68%
USCWA
696
U.S. Capital Wealth Advisors
Texas
$2.11M +$37.5K +386 +2%
CAM
697
Cacti Asset Management
Georgia
$2.11M – – –
GGA
698
Granite Group Advisors
Connecticut
$2.1M -$19.1K -197 -0.9%
SW
699
SteelPeak Wealth
California
$2.09M -$7.14M -73,452 -77%
CT
700
Coastline Trust
Rhode Island
$2.09M -$264K -2,720 -11%
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