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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 %
NB
801
Northwest Bancshares
Pennsylvania
$1.47M +$1.15M +10,995 +354%
BW
802
Bison Wealth
Georgia
$1.47M -$563K -5,400 -28%
KF
803
Krilogy Financial
Missouri
$1.45M +$11.6K +111 +0.8%
GAMC
804
Garner Asset Management Corp
Texas
$1.45M +$24.4K +234 +2%
EM
805
Excalibur Management
Massachusetts
$1.45M -$18.5K -177 -1%
FFA
806
Farther Finance Advisors
California
$1.42M -$140K -1,345 -9%
PIM
807
Penobscot Investment Management
Massachusetts
$1.42M – – –
TCOV
808
Trust Company of Vermont
Vermont
$1.42M +$145K +1,387 +11%
AWM
809
AE Wealth Management
Kansas
$1.42M +$243K +2,334 +21%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$1.41M +$22.8K +219 +2%
LIA
811
LS Investment Advisors
Michigan
$1.41M +$821K +7,875 +139%
JWCA
812
J.W. Cole Advisors
Florida
$1.41M +$29.3K +281 +2%
SFM
813
Systematic Financial Management
New Jersey
$1.41M – – –
JSSH
814
J. Safra Sarasin Holding
$1.41M -$519K -4,977 -27%
ICP
815
Interchange Capital Partners
Pennsylvania
$1.4M -$20.6K -198 -1%
QCG
816
Quadrant Capital Group
Ohio
$1.39M +$8.97K +86 +0.6%
GCM
817
Graham Capital Management
Connecticut
$1.38M +$710K +6,812 +105%
LRWA
818
Long Run Wealth Advisors
New York
$1.38M -$16.5K -158 -1%
AC
819
Avestar Capital
New York
$1.38M +$47K +451 +4%
MWM
820
Meridian Wealth Management
Kentucky
$1.37M +$1.37M +13,158 New
SGI
821
Summit Global Investments
Utah
$1.37M +$901K +8,637 +193%
HFM
822
Hartford Funds Management
Pennsylvania
$1.37M -$96.5K -926 -7%
UB
823
Umpqua Bank
Oregon
$1.36M +$36.1K +346 +3%
TF
824
TLWM Financial
Texas
$1.36M -$25K -240 -2%
AGP
825
Autumn Glory Partners
Texas
$1.35M +$873K +8,377 +185%
31 32
33
34 35