MS icon

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 %
AJ
776
Ashburton (Jersey)
Jersey
$2.14M -$114K -906 -5%
IAIM
777
International Assets Investment Management
Florida
$2.14M +$2.14M +713,976 New
IA
778
IFC Advisors
California
$2.14M +$2.14M +16,986 New
MMA
779
Miracle Mile Advisors
California
$2.13M +$1.15M +9,156 +117%
IIC
780
Ironwood Investment Counsel
Arizona
$2.11M +$48.8K +388 +2%
IB
781
Intrust Bank
Kansas
$2.11M +$101K +804 +5%
VFA
782
Valeo Financial Advisors
Indiana
$2.1M +$8.8K +70 +0.4%
SCA
783
Snowden Capital Advisors
New York
$2.1M -$84.5K -672 -4%
CMTU
784
Capital Markets Trading (UK)
United Kingdom
$2.1M +$250K +1,992 +14%
Walleye Capital
785
Walleye Capital
New York
$2.1M -$14.7M -116,747 -88%
AA
786
Altman Advisors
Illinois
$2.08M -$6.41K -51 -0.3%
CCA
787
Checchi Capital Advisers
California
$2.07M -$76.3K -607 -4%
VCWA
788
Vanguard Capital Wealth Advisors
Colorado
$2.06M +$506K +4,025 +33%
SW
789
SVB Wealth
Massachusetts
$2.05M +$2.05M +16,333 New
HCM
790
Howland Capital Management
Massachusetts
$2.05M -$2.26K -18 -0.1%
CT
791
Coastline Trust
Rhode Island
$2.05M -$114K -909 -5%
MTC
792
Matrix Trust Company
Colorado
$2.04M +$2.04M +16,228 New
SWM
793
SeaCrest Wealth Management
New York
$2.03M +$18.5K +147 +0.9%
ADBIC
794
A.D. Beadell Investment Counsel
Wisconsin
$2.03M -$123K -975 -6%
CFB
795
Cullen/Frost Bankers
Texas
$2.03M +$24.3K +193 +1%
Two Sigma Advisers
796
Two Sigma Advisers
New York
$2.02M +$2.02M +16,100 New
CI
797
Cherokee Insurance
Michigan
$2.01M +$2.01M +16,000 New
COCM
798
Charter Oak Capital Management
New Hampshire
$2.01M +$223K +1,776 +12%
AGC
799
Aspen Grove Capital
Colorado
$2.01M -$1.32M -10,499 -40%
DCM
800
Decatur Capital Management
Georgia
$2.01M -$29.8K -237 -1%
30 31
32
33 34