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Morgan Stanley
MS

Overview Fund Activity

1,850 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, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
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
Capital Research Global Investors
California
+$667M
2
AIM
Alphinity Investment Management
Australia
+$622M
3
BlackRock
BlackRock
New York
+$460M
4
Franklin Resources
Franklin Resources
California
+$378M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$897M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$767M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$194M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJHT
726
Laurie J. Hall Trustee
$1.88M +$1.88M +18,000 New
AJ
727
Ashburton (Jersey)
Jersey
$1.87M -$22.9K -219 -1%
Koshinski Asset Management
728
Koshinski Asset Management
Illinois
$1.86M +$238K +2,281 +15%
AF
729
Allworth Financial
California
$1.83M +$97.7K +937 +6%
WW
730
Waterfront Wealth
Kansas
$1.82M +$22.8K +191 +1%
IFWM
731
Institute for Wealth Management
Colorado
$1.82M -$31.2K -299 -2%
CIA
732
Concurrent Investment Advisors
Florida
$1.82M +$179K +1,717 +11%
SCA
733
Snowden Capital Advisors
New York
$1.81M +$232K +2,229 +15%
SAI
734
Systematic Alpha Investments
New Jersey
$1.81M – – –
CT
735
Coastline Trust
Rhode Island
$1.79M -$446K -4,280 -20%
ADBIC
736
A.D. Beadell Investment Counsel
Wisconsin
$1.79M – – –
WT
737
Whittier Trust
California
$1.79M -$21.9K -210 -1%
DWT
738
Dorsey & Whitney Trust
South Dakota
$1.79M +$352K +3,377 +25%
OAM
739
Oak Asset Management
California
$1.78M -$49.5K -475 -3%
CCA
740
Checchi Capital Advisers
California
$1.78M +$173K +1,656 +11%
RSA
741
River Street Advisors
Illinois
$1.78M +$32.8K +315 +2%
IIL
742
Insight Inv LLC
California
$1.78M -$27.6K -265 -2%
BFS
743
Bradley Foster & Sargent
Connecticut
$1.78M +$104 +1 +0%
BFA
744
Brown Financial Advisors
Ohio
$1.77M -$334K -3,207 -16%
NERM
745
New England Research & Management
Illinois
$1.76M -$10.4K -100 -0.6%
DCM
746
Donaldson Capital Management
Indiana
$1.75M -$35.8K -343 -2%
SG Americas Securities
747
SG Americas Securities
New York
$1.74M -$24.2M -231,669 -93%
VFA
748
Valeo Financial Advisors
Indiana
$1.74M -$67.8K -650 -4%
SLI
749
Sumitomo Life Insurance
Japan
$1.73M +$44.7K +429 +3%
CW
750
CreativeOne Wealth
Kansas
$1.73M +$948K +9,090 +121%
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