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Morgan Stanley
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Overview Fund Activity

1,804 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, 732 increasing their positions, 651 reducing their positions, and 106 closing their positions.

Holders
1,804
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.24%
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
732
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
4
UBS AM
Illinois
$784M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
2
BlackRock
New York
$8.2B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
5
Barclays
United Kingdom
$521M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$216M 2,225,075 -34,373 -2%
Marshall Wace
52
Marshall Wace
United Kingdom
$202M 2,083,424 +1,753,024 +531%
National Pension Service
53
National Pension Service
South Korea
$202M 2,074,513 +18,952 +0.9%
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$201M 2,063,707 -212,331 -9%
Fayez Sarofim & Co
55
Fayez Sarofim & Co
Texas
$200M 2,058,135 +899,359 +78%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$193M 1,985,193 +906 +0%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$192M 1,977,082 +27,504 +1%
UE
58
Unisphere Establishment
Liechtenstein
$190M 1,950,000 – –
Nordea Investment Management
59
Nordea Investment Management
Sweden
$185M 1,910,891 -313,630 -14%
Citigroup
60
Citigroup
New York
$178M 1,833,872 +121,555 +7%
OTPPB
61
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M 1,791,472 -4,025,371 -69%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$172M 1,773,697 -225,263 -11%
RJA
63
Raymond James & Associates
Florida
$169M 1,734,048 +33,930 +2%
Corient Private Wealth
64
Corient Private Wealth
Florida
$164M 1,690,074 -166,479 -9%
Millennium Management
65
Millennium Management
New York
$163M 1,680,185 +642,466 +62%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$161M 1,654,210 +666,645 +68%
FI
67
Focused Investors
California
$160M 1,649,700 -46,500 -3%
Macquarie Group
68
Macquarie Group
Australia
$160M 1,644,188 +114,068 +7%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$159M 1,636,366 +166,934 +11%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$156M 1,601,607 -31,403 -2%
Stifel Financial
71
Stifel Financial
Missouri
$150M 1,542,924 +17,705 +1%
Canada Life
72
Canada Life
Manitoba, Canada
$150M 1,541,908 +121,866 +9%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$148M 1,526,147 -85,835 -5%
Primecap Management
74
Primecap Management
California
$146M 1,505,901 -62,813 -4%
Prudential Financial
75
Prudential Financial
New Jersey
$143M 1,472,058 +538,691 +58%
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