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Morgan Stanley
MS

Overview Fund Activity

2,085 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, 696 increasing their positions, 785 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
+235
Holders Change %
+12.7%
% of All Funds
27.75%
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
696
Reduced
785
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$848M
2
BlackRock
BlackRock
New York
+$793M
3
Citadel Advisors
Citadel Advisors
Florida
+$404M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$309M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Barclays
Barclays
United Kingdom
-$448M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$413M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$288M
5
Boston Partners
Boston Partners
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
726
Smith Salley Wealth Management
North Carolina
$2.63M +$30K +239 +1%
AIS
727
AM Investment Strategies
Tennessee
$2.62M +$15.8K +126 +0.6%
BIM
728
Baldwin Investment Management
Pennsylvania
$2.62M -$194K -1,544 -7%
WAM
729
Werlinich Asset Management
Connecticut
$2.61M – – –
AC
730
Asio Capital
Kentucky
$2.6M -$61.9K -492 -2%
IA
731
IFG Advisory
Georgia
$2.59M -$7.04K -56 -0.3%
GF
732
Gries Financial
Ohio
$2.58M -$33.9K -270 -1%
CFCI
733
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$1.17M +9,318 +84%
TC
734
Trilogy Capital
California
$2.57M +$2.02M +16,079 +368%
SFS
735
Sowell Financial Services
Arkansas
$2.53M -$279K -2,221 -10%
SCM
736
Sandler Capital Management
New York
$2.51M +$2.51M +19,954 New
CCG
737
Chatham Capital Group
Georgia
$2.5M +$82.3K +655 +3%
WWM
738
Wolff Wiese Magana
California
$2.48M -$503K -4,001 -17%
HIA
739
Harvest Investment Advisors
Florida
$2.46M -$53.1K -422 -2%
BBHC
740
Brown Brothers Harriman & Co
New York
$2.46M +$104K +829 +4%
TS
741
Triglav Skladi
Slovenia
$2.45M +$2.45M +19,512 New
FDS
742
Freedom Day Solutions
Texas
$2.43M -$153K -1,215 -6%
LGF
743
LGT Group Foundation
Liechtenstein
$2.4M -$75.4K -600 -3%
NP
744
NorthRock Partners
Minnesota
$2.39M -$367K -2,922 -13%
HCCM
745
Hudson Canyon Capital Management
New York
$2.39M – – –
SIM
746
Stratos Investment Management
Ohio
$2.38M -$121K -962 -5%
BFPW
747
BOK Financial Private Wealth
Colorado
$2.37M -$260K -2,070 -10%
CICI
748
Capital Investment Counsel Inc
North Carolina
$2.36M -$88K -700 -4%
AIM
749
Acropolis Investment Management
Missouri
$2.34M -$12.6K -100 -0.5%
GGA
750
Granite Group Advisors
Connecticut
$2.34M -$320K -2,546 -12%
28 29
30
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