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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 %
YIA
701
YHB Investment Advisors
Connecticut
$2.84M +$262K +2,085 +10%
CB
702
Community Bank
New York
$2.84M -$242K -1,927 -8%
Group One Trading
703
Group One Trading
Illinois
$2.83M -$1.85M -14,703 -39%
AIMCA
704
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.83M +$2.83M +22,500 New
LIM
705
Leavell Investment Management
Alabama
$2.83M +$12.9K +103 +0.5%
VI
706
Vestcor Inc
New Brunswick, Canada
$2.83M -$196K -1,562 -7%
AW
707
Alaethes Wealth
Nevada
$2.82M -$7.17K -57 -0.3%
DLCIG
708
D.L. Carlson Investment Group
New Hampshire
$2.82M -$41.6K -331 -1%
SLI
709
Sumitomo Life Insurance
Japan
$2.82M +$727K +5,780 +35%
VVP
710
Venture Visionary Partners
Ohio
$2.8M -$87.3K -694 -3%
MOS
711
MGO One Seven
Ohio
$2.79M +$766K +6,093 +38%
GI
712
GAMMA Investing
California
$2.78M +$231K +1,840 +9%
CK
713
Cohen Klingenstein
New York
$2.74M – – –
CIA
714
Capital Investment Advisors
Georgia
$2.73M +$87.1K +693 +3%
USCWA
715
U.S. Capital Wealth Advisors
Texas
$2.73M -$54.1K -430 -2%
RPSA
716
Richard P. Slaughter Associates
Texas
$2.72M -$113K -896 -4%
PI
717
PFG Investments
New York
$2.72M -$88.1K -701 -3%
WBWA
718
William B. Walkup & Associates
South Carolina
$2.72M -$24.9K -198 -0.9%
CAM
719
Cacti Asset Management
Georgia
$2.7M -$62.9K -500 -2%
TH
720
TCTC Holdings
Texas
$2.69M +$67.3K +535 +3%
SW
721
SteelPeak Wealth
California
$2.68M -$4.53M -35,993 -63%
RFC
722
Regions Financial Corp
Alabama
$2.67M +$28.9K +230 +1%
FFM
723
Forum Financial Management
Illinois
$2.64M +$233K +1,856 +10%
ICA
724
Infrastructure Capital Advisors
New York
$2.64M +$2.64M +21,001 New
RIA
725
Regal Investment Advisors
Michigan
$2.64M +$1.65M +13,087 +165%
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