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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 %
RFC
701
Regions Financial Corp
Alabama
$2.06M -$104K -1,066 -5%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$2.04M +$591K +6,080 +41%
DEA
703
DoubleLine ETF Adviser
Florida
$2.04M -$89.5K -921 -4%
FWP
704
FAS Wealth Partners
Kansas
$2.03M +$55.8K +574 +3%
FDS
705
Freedom Day Solutions
Texas
$2.02M -$12.1K -125 -0.6%
PFS
706
Prospera Financial Services
Texas
$2.02M +$11.6K +119 +0.6%
YIA
707
YHB Investment Advisors
Connecticut
$2M +$3.69K +38 +0.2%
TCOT
708
Trust Company of Toledo
Ohio
$2M +$408K +4,203 +26%
AIS
709
AM Investment Strategies
Tennessee
$2M +$14.8K +152 +0.7%
AC
710
Asio Capital
Kentucky
$1.99M -$578K -5,948 -23%
WAM
711
Werlinich Asset Management
Connecticut
$1.99M – – –
IA
712
IFG Advisory
Georgia
$1.98M -$20.2K -208 -1%
RL
713
RPO LLC
Connecticut
$1.98M +$1.98M +20,371 New
YIH
714
Y-Intercept (HK)
Hong Kong
$1.96M +$1.96M +20,179 New
BFA
715
Brown Financial Advisors
Ohio
$1.96M +$1.96M +20,143 New
QCM
716
Qsemble Capital Management
New York
$1.94M +$1.94M +19,989 New
HIA
717
Harvest Investment Advisors
Florida
$1.92M -$12K -123 -0.6%
OAG
718
Orbis Allan Gray
Bermuda
$1.92M +$1.92M +19,800 New
CICI
719
Capital Investment Counsel Inc
North Carolina
$1.92M +$48.6K +500 +3%
LGF
720
LGT Group Foundation
Liechtenstein
$1.92M +$50.7K +522 +3%
HI
721
Hoey Investments
Pennsylvania
$1.91M -$64.7K -666 -3%
GM
722
Granger Management
New York
$1.9M +$547K +5,631 +40%
CMTU
723
Capital Markets Trading (UK)
United Kingdom
$1.9M -$233K -2,398 -11%
BBHC
724
Brown Brothers Harriman & Co
New York
$1.9M -$14.4K -148 -0.8%
CAM
725
Covenant Asset Management
New Jersey
$1.89M +$7.1K +73 +0.4%
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