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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$307M +$32.4M +257,901 +12%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$298M -$15.4M -122,648 -5%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$298M -$6.97M -55,426 -2%
American Century Companies
54
American Century Companies
Missouri
$293M +$155M +1,230,623 +112%
National Pension Service
55
National Pension Service
South Korea
$291M -$7.18M -57,121 -2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$283M +$329K +2,618 +0.1%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$281M +$40.9M +325,579 +17%
Fidelity International
58
Fidelity International
Bermuda
$281M +$112M +892,929 +66%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$272M +$9.88M +78,609 +4%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$263M -$28.2M -224,507 -10%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$260M +$15.1M +120,503 +6%
Citigroup
62
Citigroup
New York
$249M +$27.6M +219,363 +12%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$242M +$20M +159,065 +9%
LPL Financial
64
LPL Financial
California
$236M +$28.1M +223,536 +13%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$236M -$11.8M -93,621 -5%
CCM
66
Cullen Capital Management
New York
$230M -$79.4M -631,848 -26%
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$224M +$61.1M +486,165 +38%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$205M +$16.3M +129,800 +9%
Stifel Financial
69
Stifel Financial
Missouri
$201M -$728K -5,792 -0.4%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$200M -$84.9M -675,290 -30%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$200M +$114M +905,849 +133%
Federated Hermes
72
Federated Hermes
Pennsylvania
$197M -$110M -876,318 -36%
AI
73
Axiom Investors
Connecticut
$196M +$196M +1,556,964 New
MMH
74
Menora Mivtachim Holdings
Israel
$193M +$193M +1,532,977 New
Bessemer Group
75
Bessemer Group
New Jersey
$193M +$48.5M +385,820 +34%
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