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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 %
EWA
676
EP Wealth Advisors
California
$2.31M +$477K +4,572 +26%
NP
677
NorthRock Partners
Minnesota
$2.29M -$50.5K -484 -2%
WBWA
678
William B. Walkup & Associates
South Carolina
$2.28M – – –
CK
679
Cohen Klingenstein
New York
$2.27M – – –
CAM
680
Cacti Asset Management
Georgia
$2.26M – – –
VA
681
Vident Advisory
Georgia
$2.24M -$1.93M -18,470 -46%
VT
682
Vise Technologies
New York
$2.21M +$626K +6,006 +39%
GGA
683
Granite Group Advisors
Connecticut
$2.21M -$45.9K -440 -2%
DWM
684
Dynasty Wealth Management
Florida
$2.21M -$64.6K -620 -3%
AC
685
Asio Capital
Kentucky
$2.21M +$70.7K +678 +3%
WSFS
686
Wilmington Savings Fund Society
Delaware
$2.2M +$1.82M +17,454 +474%
MIM
687
Morningstar Investment Management
Illinois
$2.2M -$1.3M -11,622 -37%
CIA
688
Capital Investment Advisors
Georgia
$2.19M -$113K -1,081 -5%
RFC
689
Regions Financial Corp
Alabama
$2.19M -$19.7K -189 -0.9%
PFS
690
Prospera Financial Services
Texas
$2.18M +$19.1K +183 +0.9%
BFPW
691
BOK Financial Private Wealth
Colorado
$2.18M -$395K -3,788 -15%
TH
692
TCTC Holdings
Texas
$2.18M -$260K -2,497 -11%
WAM
693
Werlinich Asset Management
Connecticut
$2.17M – – –
GF
694
Gries Financial
Ohio
$2.16M -$545K -5,232 -20%
SSWM
695
Smith Salley Wealth Management
North Carolina
$2.16M +$468K +4,493 +28%
AIS
696
AM Investment Strategies
Tennessee
$2.16M +$17.3K +166 +0.8%
IA
697
IFG Advisory
Georgia
$2.15M +$30K +288 +1%
PA
698
Profund Advisors
Maryland
$2.14M +$245K +2,355 +13%
FDS
699
Freedom Day Solutions
Texas
$2.14M -$27K -259 -1%
YIA
700
YHB Investment Advisors
Connecticut
$2.14M -$3.96K -38 -0.2%
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