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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 %
Group One Trading
776
Group One Trading
Illinois
$1.58M +$1.58M +16,236 New
SLI
777
Sumitomo Life Insurance
Japan
$1.58M -$204K -2,094 -11%
SSWM
778
Smith Salley Wealth Management
North Carolina
$1.58M +$36.7K +378 +2%
DCM
779
Decatur Capital Management
Georgia
$1.57M +$43.4K +447 +3%
FM
780
Foster & Motley
Ohio
$1.56M -$58.3K -600 -4%
IIC
781
Ironwood Investment Counsel
Arizona
$1.55M +$1.85K +19 +0.1%
1SB
782
1ST Source Bank
Indiana
$1.55M +$11.4K +117 +0.7%
CFB
783
Cullen/Frost Bankers
Texas
$1.55M -$2.33K -24 -0.2%
GFPC
784
Global Financial Private Client
Florida
$1.54M +$1.45M +14,882 +1,544%
MAM
785
Mystic Asset Management
Rhode Island
$1.53M -$13.5K -139 -0.9%
CIA
786
Concurrent Investment Advisors
Florida
$1.53M +$494K +5,080 +48%
ANTB
787
AMG National Trust Bank
Colorado
$1.53M +$176K +1,814 +13%
VCWA
788
Vanguard Capital Wealth Advisors
Colorado
$1.53M +$6.61K +68 +0.4%
CCT
789
Chemung Canal Trust
New York
$1.51M – – –
SW
790
SVB Wealth
Massachusetts
$1.5M -$335K -3,447 -18%
CWM
791
Chesapeake Wealth Management
Virginia
$1.5M -$46.7K -481 -3%
NB
792
NBT Bank
New York
$1.5M +$817K +8,404 +119%
WPC
793
White Pine Capital
Minnesota
$1.5M +$10.4K +107 +0.7%
CCA
794
Checchi Capital Advisers
California
$1.5M +$11K +113 +0.7%
NWM
795
Northcape Wealth Management
New York
$1.49M -$4.57K -47 -0.3%
FFA
796
Farther Finance Advisors
California
$1.49M +$466K +4,697 +46%
TAM
797
Trust Asset Management
Texas
$1.49M – – –
SWM
798
SeaCrest Wealth Management
New York
$1.48M +$12.3K +127 +0.8%
VT
799
Vise Technologies
New York
$1.48M +$163K +1,680 +12%
CC
800
Courier Capital
New York
$1.47M -$19.4K -200 -1%
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