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Morgan Stanley

2,112 hedge funds and large institutions have $173B invested in Morgan Stanley in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 702 increasing their positions, 789 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 359 | Existing positions closed: 81

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

23% more capital invested

Capital invested by funds: $141B → $173B (+$32.3B)

13% more funds holding

Funds holding: 1,8662,112 (+246)

0.83% more ownership

Funds ownership: 83.61%84.45% (+0.83%)

11% less repeat investments, than reductions

Existing positions increased: 702 | Existing positions reduced: 789

28% less call options, than puts

Call options by funds: $3.34B | Put options by funds: $4.65B

Holders
2,112
Holders Change
+246
Holders Change %
+13.18%
% of All Funds
27.82%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.53%
New
359
Increased
702
Reduced
789
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$307M +$31.8M +257,901 +12%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$298M -$15.1M -122,648 -5%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$298M -$6.83M -55,426 -2%
American Century Companies
54
American Century Companies
Missouri
$293M +$152M +1,230,623 +112%
National Pension Service
55
National Pension Service
South Korea
$291M -$7.03M -57,121 -2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$283M +$322K +2,618 +0.1%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$281M +$40.1M +325,579 +17%
Fidelity International
58
Fidelity International
Bermuda
$281M +$110M +892,929 +66%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$272M +$9.68M +78,609 +4%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$263M -$27.7M -224,507 -10%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$260M +$14.8M +120,503 +6%
Citigroup
62
Citigroup
New York
$249M +$27M +219,363 +12%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$242M +$19.6M +159,065 +9%
LPL Financial
64
LPL Financial
California
$236M +$27.5M +223,536 +13%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$236M -$11.5M -93,621 -5%
CCM
66
Cullen Capital Management
New York
$230M -$77.8M -631,848 -26%
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$224M +$59.9M +486,165 +38%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$205M +$16M +129,800 +9%
Stifel Financial
69
Stifel Financial
Missouri
$201M -$713K -5,792 -0.4%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$200M -$83.2M -675,290 -30%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$200M +$112M +905,849 +133%
Federated Hermes
72
Federated Hermes
Pennsylvania
$197M -$108M -876,318 -36%
AI
73
Axiom Investors
Connecticut
$196M +$192M +1,556,964 New
MMH
74
Menora Mivtachim Holdings
Israel
$193M +$189M +1,532,977 New
Bessemer Group
75
Bessemer Group
New Jersey
$193M +$47.5M +385,820 +34%

MS Hedge Fund Activity: Q4 2024 in Review

2,112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2024, worth a combined $173B — up 23% from $141B a quarter earlier.

Buyers outnumbered sellers: 359 funds opened new MS positions and 81 closed out — a net gain of 278 holders — while 702 added to existing stakes and 789 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $831M. The largest seller was Wellington Management Group, cutting an estimated $1.27B.

  • 2,112 institutional investors held Morgan Stanley (MS) as of Q4 2024, up from 1,866 in Q3 2024.
  • Funds reported $173B of Morgan Stanley stock for Q4 2024, up 23% quarter-over-quarter.
  • 359 funds opened new Morgan Stanley positions in Q4 2024 and 81 closed out, a net change of +278 holders.
  • The largest Morgan Stanley buyer in Q4 2024 was Capital Research Global Investors, an estimated $831M added.
  • The largest Morgan Stanley seller in Q4 2024 was Wellington Management Group, an estimated $1.27B sold.

Based on aggregated 13F filings for Q4 2024.