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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 %
1SB
801
1ST Source Bank
Indiana
$2M +$9.18K +73 +0.5%
OIA
802
OneDigital Investment Advisors
Kansas
$2M -$300K -2,389 -13%
BFA
803
Brown Financial Advisors
Ohio
$1.96M -$165K -1,314 -8%
WW
804
Waterfront Wealth
Kansas
$1.95M +$26.9K +214 +1%
ST
805
Somerset Trust
Pennsylvania
$1.94M +$63.2K +503 +3%
TIA
806
Trust Investment Advisors
Indiana
$1.93M -$143K -1,139 -7%
WPC
807
White Pine Capital
Minnesota
$1.93M -$251 -2 -0%
WJWM
808
Williams Jones Wealth Management
New York
$1.93M -$128K -1,021 -6%
TAM
809
Trust Asset Management
Texas
$1.92M – – –
NWM
810
Northcape Wealth Management
New York
$1.92M -$5.78K -46 -0.3%
AFG
811
Atomi Financial Group
New York
$1.91M +$293K +2,327 +18%
NERM
812
New England Research & Management
Illinois
$1.91M -$214K -1,700 -10%
KF
813
Krilogy Financial
Missouri
$1.91M +$154K +1,224 +9%
OFG
814
OmniStar Financial Group
North Carolina
$1.9M +$19.5K +155 +1%
MAM
815
Mystic Asset Management
Rhode Island
$1.89M -$51.2K -407 -3%
PMA
816
Prudent Man Advisors
Illinois
$1.89M -$524K -4,165 -22%
AG
817
AlTi Global
New York
$1.89M +$244K +1,779 +15%
CWM
818
Chesapeake Wealth Management
Virginia
$1.89M -$20K -159 -1%
NED
819
Nancy E. Dempze
$1.89M – – –
BTI
820
Blue Trust Inc
Georgia
$1.88M -$20.4K -162 -1%
GRP
821
Global Retirement Partners
California
$1.87M +$91.4K +727 +5%
ANTB
822
AMG National Trust Bank
Colorado
$1.86M +$67.4K +536 +4%
DWT
823
Dorsey & Whitney Trust
South Dakota
$1.85M -$306K -2,435 -14%
AFS
824
Aft Forsyth & Sober
Florida
$1.85M – – –
CC
825
Courier Capital
New York
$1.84M +$5.16K +41 +0.3%
31 32
33
34 35