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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 %
AA
751
Altman Advisors
Illinois
$1.73M +$26.2K +251 +2%
TIA
752
Trust Investment Advisors
Indiana
$1.72M -$2.29K -22 -0.1%
MA
753
Mutual Advisors
Nebraska
$1.71M -$200K -1,675 -10%
SA
754
Strategic Advisors
New York
$1.71M +$625 +6 +0%
IIC
755
Ironwood Investment Counsel
Arizona
$1.71M +$39.8K +382 +2%
WJWM
756
Williams Jones Wealth Management
New York
$1.7M -$98.1K -941 -5%
HCM
757
Howland Capital Management
Massachusetts
$1.7M -$149K -1,427 -8%
DCM
758
Decatur Capital Management
Georgia
$1.69M +$1.98K +19 +0.1%
MOS
759
MGO One Seven
Ohio
$1.68M -$27.7K -266 -2%
SWM
760
SeaCrest Wealth Management
New York
$1.67M +$80.3K +770 +5%
IB
761
Intrust Bank
Kansas
$1.66M +$164K +1,570 +11%
CFB
762
Cullen/Frost Bankers
Texas
$1.66M -$625 -6 -0%
1SB
763
1ST Source Bank
Indiana
$1.65M -$10.4K -100 -0.6%
SIA
764
Schechter Investment Advisors
Michigan
$1.62M -$307K -2,943 -16%
MAM
765
Mystic Asset Management
Rhode Island
$1.61M -$32.7K -314 -2%
WPC
766
White Pine Capital
Minnesota
$1.6M -$7.82K -75 -0.5%
NWM
767
Northcape Wealth Management
New York
$1.6M – – –
NB
768
NBT Bank
New York
$1.59M -$15.6K -150 -1%
TAM
769
Trust Asset Management
Texas
$1.59M – – –
BCP
770
Berkeley Capital Partners
Georgia
$1.58M +$140K +1,346 +10%
CWM
771
Chesapeake Wealth Management
Virginia
$1.58M -$31.5K -302 -2%
FM
772
Foster & Motley
Ohio
$1.58M -$96.7K -928 -6%
WIA
773
World Investment Advisors
California
$1.57M +$487K +4,674 +45%
NL
774
NVWM LLC
Pennsylvania
$1.57M +$22.4K +215 +1%
OFG
775
OmniStar Financial Group
North Carolina
$1.56M +$1.56M +14,958 New
29 30
31
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