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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 %
TYCC
676
Texas Yale Capital Corp
Florida
$3.13M +$5.03K +40 +0.2%
BC
677
Burney Company
Virginia
$3.11M -$296K -2,358 -9%
S
678
SignatureFD
Georgia
$3.1M +$85K +676 +3%
SC
679
Stolper & Co
Oklahoma
$3.08M -$1.13K -9 -0%
EWA
680
EP Wealth Advisors
California
$3.08M +$298K +2,374 +11%
HI
681
Horizon Investments
North Carolina
$3.08M +$64.4K +516 +2%
MM
682
Morangie Management
Florida
$3.08M +$3.08M +24,462 New
TCOT
683
Trust Company of Toledo
Ohio
$3.07M +$124K +990 +4%
NIM
684
Northeast Investment Management
Massachusetts
$3.07M -$19.9K -158 -0.6%
BPA
685
Beacon Pointe Advisors
California
$3.07M -$1.1M -8,742 -26%
SM
686
Sciencast Management
New Jersey
$3.05M +$3.05M +24,228 New
GAM
687
Griffin Asset Management
New York
$3.02M +$84.9K +675 +3%
MAS
688
Meeder Advisory Services
Ohio
$3M +$34.4K +274 +1%
VA
689
Vident Advisory
Georgia
$2.98M +$279K +2,217 +10%
HC
690
Hurley Capital
New York
$2.96M +$2.96M +23,456 New
CA
691
Commerzbank Aktiengesellschaft
Germany
$2.95M -$701K -5,576 -19%
FWP
692
FAS Wealth Partners
Kansas
$2.92M +$98.4K +783 +3%
PAM
693
Paradigm Asset Management
New York
$2.92M -$277K -2,200 -9%
KIA
694
KCM Investment Advisors
California
$2.91M -$292K -2,319 -9%
QC
695
Quadrature Capital
United Kingdom
$2.87M +$2.87M +22,794 New
P
696
Pitcairn
Pennsylvania
$2.86M -$48.9K -389 -2%
MYAM
697
Meiji Yasuda Asset Management
Japan
$2.86M -$86.1K -685 -3%
FTWA
698
Fifth Third Wealth Advisors
Ohio
$2.86M +$68.5K +545 +2%
HB
699
HTLF Bank
Colorado
$2.86M -$176K -1,403 -6%
CAAS
700
Capital Asset Advisory Services
Michigan
$2.85M +$14.2K +113 +0.5%
26 27
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