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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 %
MCWS
751
McKinley Carter Wealth Services
West Virginia
$2.34M -$38.5K -306 -2%
SC
752
SouthState Corp
Florida
$2.31M +$37.8K +301 +2%
IIL
753
Insight Inv LLC
California
$2.3M +$157K +1,248 +7%
PA
754
Profund Advisors
Maryland
$2.29M -$297K -2,366 -12%
AFM
755
Abbot Financial Management
Massachusetts
$2.28M – – –
SA
756
Strategic Advisors
New York
$2.27M +$212K +1,690 +10%
CW
757
CreativeOne Wealth
Kansas
$2.27M +$181K +1,436 +9%
LJHT
758
Laurie J. Hall Trustee
$2.26M – – –
NW
759
NewEdge Wealth
Pennsylvania
$2.26M +$420K +3,343 +23%
MWM
760
Meridian Wealth Management
Kentucky
$2.23M +$581K +4,619 +35%
CAM
761
Covenant Asset Management
New Jersey
$2.22M -$204K -1,620 -8%
ACP
762
Arcus Capital Partners
Georgia
$2.22M – – –
JWM
763
JPL Wealth Management
Colorado
$2.21M +$2.21M +17,603 New
Luther King Capital Management (LKCM)
764
Luther King Capital Management (LKCM)
Texas
$2.21M -$80.3K -639 -4%
WT
765
Whittier Trust
California
$2.21M +$54.8K +436 +3%
EWM
766
Empirical Wealth Management
Washington
$2.21M +$350K +2,784 +19%
RSA
767
River Street Advisors
Illinois
$2.19M +$43.1K +343 +2%
BHPW
768
Beverly Hills Private Wealth
California
$2.18M -$787K -6,261 -26%
VCA
769
Verdence Capital Advisors
Maryland
$2.18M -$385K -3,063 -15%
SAI
770
Systematic Alpha Investments
New Jersey
$2.18M – – –
WIA
771
World Investment Advisors
California
$2.18M +$284K +2,256 +15%
IFWM
772
Institute for Wealth Management
Colorado
$2.17M -$21.5K -171 -1%
BFS
773
Bradley Foster & Sargent
Connecticut
$2.16M +$16.5K +131 +0.8%
CIA
774
Concurrent Investment Advisors
Florida
$2.15M -$40.6K -323 -2%
OAM
775
Oak Asset Management
California
$2.15M – – –
29 30
31
32 33