MS icon

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 %
NED
776
Nancy E. Dempze
$1.56M +$1.56M +15,000 New
ST
777
Somerset Trust
Pennsylvania
$1.56M -$11.4K -109 -0.7%
DAS
778
Dynamic Advisor Solutions
Arizona
$1.55M -$19.2K -184 -1%
EWM
779
Empirical Wealth Management
Washington
$1.54M +$139K +1,334 +10%
DM
780
Delphi Management
Massachusetts
$1.54M -$345K -3,314 -18%
WIC
781
Wilkins Investment Counsel
Massachusetts
$1.53M – – –
CMTU
782
Capital Markets Trading (UK)
United Kingdom
$1.53M -$510K -4,890 -25%
AFS
783
Aft Forsyth & Sober
Florida
$1.53M – – –
PA
784
Procyon Advisors
Connecticut
$1.53M +$188K +1,803 +14%
CC
785
Courier Capital
New York
$1.52M -$57.3K -550 -4%
NW
786
NewEdge Wealth
Pennsylvania
$1.52M +$357K +3,420 +31%
QI
787
Qtron Investments
Massachusetts
$1.52M +$356K +3,412 +31%
CPBTD
788
Central Pacific Bank - Trust Division
Hawaii
$1.5M +$32.1K +308 +2%
CWP
789
Concord Wealth Partners
Virginia
$1.5M +$81.8K +785 +6%
GDP
790
Great Diamond Partners
Maine
$1.49M -$284K -2,726 -16%
ANTB
791
AMG National Trust Bank
Colorado
$1.49M -$151K -1,451 -9%
KWA
792
Kingswood Wealth Advisors
California
$1.49M +$390K +3,743 +36%
NG
793
Norden Group
Utah
$1.49M +$724K +6,943 +95%
COCM
794
Charter Oak Capital Management
New Hampshire
$1.48M +$1.48M +14,217 New
DI
795
Diligent Investors
California
$1.48M -$2.19K -21 -0.1%
CAMV
796
Concord Asset Management (Virginia)
Virginia
$1.47M +$107K +1,028 +8%
TAM
797
Tocqueville Asset Management
New York
$1.47M -$50.6K -485 -3%
CIAS
798
Capital Investment Advisory Services
North Carolina
$1.47M +$40.8K +391 +3%
GRP
799
Global Retirement Partners
California
$1.47M +$111K +1,063 +8%
BTI
800
Blue Trust Inc
Georgia
$1.47M +$619K +6,373 +73%
30 31
32
33 34