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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 %
VCA
701
Verdence Capital Advisors
Maryland
$2.13M +$760K +7,290 +56%
GI
702
GAMMA Investing
California
$2.12M +$581K +5,576 +38%
AFM
703
Anson Funds Management
Texas
$2.08M +$2.08M +20,000 New
HIA
704
Harvest Investment Advisors
Florida
$2.08M +$18.2K +175 +0.9%
SIM
705
Stratos Investment Management
Ohio
$2.08M +$111K +1,065 +6%
LGF
706
LGT Group Foundation
Liechtenstein
$2.06M +$1.05K +10 +0.1%
CICI
707
Capital Investment Counsel Inc
North Carolina
$2.03M -$28.7K -275 -1%
DEA
708
DoubleLine ETF Adviser
Florida
$2.03M -$152K -1,461 -7%
CAM
709
Covenant Asset Management
New Jersey
$2.01M -$10.8K -104 -0.5%
CCG
710
Chatham Capital Group
Georgia
$2M -$5.21K -50 -0.3%
PMA
711
Prudent Man Advisors
Illinois
$2M -$287K -2,749 -13%
FFM
712
Forum Financial Management
Illinois
$2M +$14K +134 +0.7%
HCCM
713
Hudson Canyon Capital Management
New York
$1.98M – – –
MCWS
714
McKinley Carter Wealth Services
West Virginia
$1.97M +$31.7K +304 +2%
ADIM
715
Alpha DNA Investment Management
Maryland
$1.96M -$2.85M -27,376 -59%
AIM
716
Acropolis Investment Management
Missouri
$1.95M -$13.9K -133 -0.7%
BBHC
717
Brown Brothers Harriman & Co
New York
$1.95M -$88.4K -848 -4%
CCP
718
Clough Capital Partners
Massachusetts
$1.93M – – –
WBC
719
Westpac Banking Corp
Australia
$1.93M +$665K +6,382 +53%
HI
720
Hoey Investments
Pennsylvania
$1.91M – – –
GM
721
Granger Management
New York
$1.91M -$132K -1,264 -6%
OIA
722
OneDigital Investment Advisors
Kansas
$1.9M -$360K -3,449 -16%
Luther King Capital Management (LKCM)
723
Luther King Capital Management (LKCM)
Texas
$1.9M +$359K +3,448 +23%
AFM
724
Abbot Financial Management
Massachusetts
$1.89M – – –
SC
725
SouthState Corp
Florida
$1.88M +$167K +1,606 +10%
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