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Morgan Stanley
MS

Overview Fund Activity

1,805 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, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
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
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$376M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$310M
4
UBS AM
UBS AM
Illinois
+$206M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$172M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
BlackRock
BlackRock
New York
-$471M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$425M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
5
Barclays
Barclays
United Kingdom
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
726
Chatham Capital Group
Georgia
$1.87M +$370K +3,810 +25%
FFM
727
Forum Financial Management
Illinois
$1.85M +$12.7K +131 +0.7%
HCCM
728
Hudson Canyon Capital Management
New York
$1.84M -$178K -1,835 -9%
AIM
729
Acropolis Investment Management
Missouri
$1.83M +$44K +453 +2%
BW
730
Bison Wealth
Georgia
$1.83M – – –
SIM
731
Stratos Investment Management
Ohio
$1.83M +$107K +1,097 +6%
ECU
732
Eisler Capital (US)
New York
$1.82M +$1.82M +18,763 New
MCWS
733
McKinley Carter Wealth Services
West Virginia
$1.81M +$133K +1,368 +8%
CCP
734
Clough Capital Partners
Massachusetts
$1.8M – – –
SIA
735
Schechter Investment Advisors
Michigan
$1.8M +$205K +2,113 +13%
AJ
736
Ashburton (Jersey)
Jersey
$1.8M +$1.8M +18,130 New
JSSH
737
J. Safra Sarasin Holding
$1.79M +$1.79M +18,468 New
AG
738
AIA Group
Hong Kong
$1.79M -$1.48M -15,188 -45%
BHPW
739
Beverly Hills Private Wealth
California
$1.79M +$388K +3,993 +28%
PA
740
Profund Advisors
Maryland
$1.77M -$43.6K -449 -2%
AFM
741
Abbot Financial Management
Massachusetts
$1.76M -$4.86K -50 -0.3%
DM
742
Delphi Management
Massachusetts
$1.76M -$2.62K -27 -0.1%
HI
743
Horizon Investments
North Carolina
$1.76M +$18K +187 +1%
IFWM
744
Institute for Wealth Management
Colorado
$1.72M +$26K +268 +2%
HCM
745
Howland Capital Management
Massachusetts
$1.72M +$35.5K +365 +2%
PWM
746
Perigon Wealth Management
California
$1.72M +$76.6K +788 +5%
PS
747
Principal Securities
Iowa
$1.72M +$293K +3,011 +21%
BFEC
748
Benjamin F. Edwards & Company
Missouri
$1.71M +$920K +9,459 +116%
OAM
749
Oak Asset Management
California
$1.71M +$22.8K +235 +1%
WIS
750
Wright Investors Service
Connecticut
$1.71M -$524K -5,390 -23%
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