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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 %
EWA
751
EP Wealth Advisors
California
$1.71M +$698K +7,185 +69%
Two Sigma Investments
752
Two Sigma Investments
New York
$1.7M -$21.4M -219,870 -93%
TPCW
753
TD Private Client Wealth
New York
$1.7M -$184K -1,889 -10%
AF
754
Allworth Financial
California
$1.69M +$298K +2,914 +21%
IMC Chicago
755
IMC Chicago
Illinois
$1.69M +$1.69M +17,398 New
WT
756
Whittier Trust
California
$1.69M +$12.1K +124 +0.7%
SAI
757
Systematic Alpha Investments
New Jersey
$1.68M – – –
VFA
758
Valeo Financial Advisors
Indiana
$1.68M -$135K -1,393 -7%
IIL
759
Insight Inv LLC
California
$1.68M +$12.6K +130 +0.8%
WJWM
760
Williams Jones Wealth Management
New York
$1.68M +$20.1K +207 +1%
ADBIC
761
A.D. Beadell Investment Counsel
Wisconsin
$1.67M -$38.9K -400 -2%
DCM
762
Donaldson Capital Management
Indiana
$1.67M -$140K -1,438 -8%
GDP
763
Great Diamond Partners
Maine
$1.66M -$47.3K -487 -3%
BFS
764
Bradley Foster & Sargent
Connecticut
$1.66M – – –
NERM
765
New England Research & Management
Illinois
$1.65M -$895K -9,205 -35%
MA
766
Mutual Advisors
Nebraska
$1.65M +$332K +3,240 +25%
RSA
767
River Street Advisors
Illinois
$1.63M +$30.4K +313 +2%
EAM
768
Eagle Asset Management
Florida
$1.62M +$242K +2,438 +18%
TIA
769
Trust Investment Advisors
Indiana
$1.61M -$2.04K -21 -0.1%
Koshinski Asset Management
770
Koshinski Asset Management
Illinois
$1.6M +$200K +1,952 +14%
SC
771
SouthState Corp
Florida
$1.6M +$543K +5,590 +51%
MOS
772
MGO One Seven
Ohio
$1.59M +$97.1K +999 +6%
SA
773
Strategic Advisors
New York
$1.59M -$9.72K -100 -0.6%
SP
774
Symmetry Partners
Connecticut
$1.59M -$57.2K -588 -3%
AA
775
Altman Advisors
Illinois
$1.59M +$6.61K +68 +0.4%
29 30
31
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