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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 %
SCA
801
Snowden Capital Advisors
New York
$1.47M -$134K -1,374 -8%
CRM
802
Cramer Rosenthal McGlynn
Connecticut
$1.47M -$787K -8,098 -35%
WW
803
Waterfront Wealth
Kansas
$1.47M +$18.1K +186 +1%
DAS
804
Dynamic Advisor Solutions
Arizona
$1.46M -$123K -1,262 -8%
ST
805
Somerset Trust
Pennsylvania
$1.46M +$18.6K +191 +1%
LA
806
LVW Advisors
New York
$1.46M +$342K +3,515 +31%
NL
807
NVWM LLC
Pennsylvania
$1.44M +$84.4K +868 +6%
Luther King Capital Management (LKCM)
808
Luther King Capital Management (LKCM)
Texas
$1.44M +$303K +3,116 +27%
MS
809
Maven Securities
Jersey
$1.44M +$1.44M +14,778 New
GI
810
GAMMA Investing
California
$1.43M +$429K +4,411 +43%
WIC
811
Wilkins Investment Counsel
Massachusetts
$1.43M -$83.2K -856 -5%
AFS
812
Aft Forsyth & Sober
Florida
$1.43M – – –
TAM
813
Tocqueville Asset Management
New York
$1.42M -$20.8K -214 -1%
IB
814
Intrust Bank
Kansas
$1.4M +$57.3K +590 +4%
BFS
815
Bard Financial Services
Connecticut
$1.39M – – –
DI
816
Diligent Investors
California
$1.38M +$972 +10 +0.1%
EM
817
Excalibur Management
Massachusetts
$1.37M -$5.93K -61 -0.4%
CPBTD
818
Central Pacific Bank - Trust Division
Hawaii
$1.37M +$283K +2,909 +26%
HFM
819
Hartford Funds Management
Pennsylvania
$1.36M +$115K +1,187 +9%
BCP
820
Berkeley Capital Partners
Georgia
$1.35M -$29.5K -304 -2%
KF
821
Krilogy Financial
Missouri
$1.34M +$11.5K +118 +0.9%
DWT
822
Dorsey & Whitney Trust
South Dakota
$1.34M +$69.6K +716 +5%
CIAS
823
Capital Investment Advisory Services
North Carolina
$1.33M -$8.36K -86 -0.6%
GAMC
824
Garner Asset Management Corp
Texas
$1.33M +$105K +1,080 +9%
PIM
825
Penobscot Investment Management
Massachusetts
$1.32M +$52.8K +543 +4%
31 32
33
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