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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
51
National Pension Service
South Korea
$247M +$30.9M +296,536 +14%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$242M +$69.2M +663,589 +40%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$236M -$6.94M -66,584 -3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$234M +$2.16M +20,758 +0.9%
Ensign Peak Advisors
55
Ensign Peak Advisors
Utah
$227M +$12.3M +117,758 +6%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$218M +$19.4M +186,309 +10%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$217M +$32.3M +309,834 +17%
RJA
58
Raymond James & Associates
Florida
$217M +$35.8M +343,234 +20%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$205M -$1.51M -14,480 -0.7%
UE
60
Unisphere Establishment
Liechtenstein
$203M – – –
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$203M -$3.11M -29,830 -2%
Fayez Sarofim & Co
62
Fayez Sarofim & Co
Texas
$199M -$15.1M -145,000 -7%
Corient Private Wealth
63
Corient Private Wealth
Florida
$198M +$22.3M +214,750 +13%
Macquarie Group
64
Macquarie Group
Australia
$198M +$26.3M +252,369 +15%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$184M +$13.5M +129,873 +8%
Citigroup
66
Citigroup
New York
$184M -$7.32M -70,238 -4%
LPL Financial
67
LPL Financial
California
$173M +$25.8M +247,171 +18%
Aberdeen Group
68
Aberdeen Group
United Kingdom
$169M +$16.9M +162,771 +11%
FI
69
Focused Investors
California
$169M -$3.28M -31,500 -2%
Stifel Financial
70
Stifel Financial
Missouri
$168M +$6.78M +64,999 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
71
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M +$132M +1,266,600 +382%
Canada Life
72
Canada Life
Manitoba, Canada
$163M +$2.1M +20,123 +1%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$159M +$102M +974,367 +178%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$158M -$1.21M -11,653 -0.8%
HCM
75
Hamlin Capital Management
New York
$157M +$12.2M +116,882 +8%
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