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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 %
ICP
826
Interchange Capital Partners
Pennsylvania
$1.32M +$1.09M +11,175 +464%
CWP
827
Concord Wealth Partners
Virginia
$1.32M +$104K +1,074 +9%
CAG
828
Crestwood Advisors Group
Massachusetts
$1.32M -$122K -1,252 -8%
SFM
829
Systematic Financial Management
New Jersey
$1.31M – – –
EWM
830
Empirical Wealth Management
Washington
$1.31M +$318K +3,273 +32%
LRWA
831
Long Run Wealth Advisors
New York
$1.31M -$21.9K -225 -2%
CF
832
Centaurus Financial
California
$1.3M -$160K -1,651 -11%
PFBT
833
Parkside Financial Bank & Trust
Missouri
$1.3M -$16.2K -167 -1%
A
834
AlphaQuest
New York
$1.3M +$1.3M +13,348 New
TF
835
TLWM Financial
Texas
$1.29M +$4.96K +51 +0.4%
QCG
836
Quadrant Capital Group
Ohio
$1.29M +$97 +1 +0%
PI
837
PGGM Investments
Netherlands
$1.29M +$331K +3,410 +35%
JWCA
838
J.W. Cole Advisors
Florida
$1.29M -$36.7K -378 -3%
AIC
839
Argus Investors Counsel
New York
$1.28M -$204K -2,100 -14%
CAMV
840
Concord Asset Management (Virginia)
Virginia
$1.27M +$108K +1,112 +9%
VCA
841
Verdence Capital Advisors
Maryland
$1.27M +$39.2K +403 +3%
GRP
842
Global Retirement Partners
California
$1.27M +$211K +2,170 +20%
AT
843
Avalon Trust
New Mexico
$1.26M – – –
SAM
844
Strategy Asset Managers
California
$1.26M +$875K +10,249 +230%
PA
845
Procyon Advisors
Connecticut
$1.25M +$49.7K +511 +4%
CGL
846
Clarius Group LLC
Washington
$1.25M -$40.3K -415 -3%
AFG
847
Atomi Financial Group
New York
$1.24M +$573K +5,891 +85%
AC
848
Avestar Capital
New York
$1.24M +$173K +1,775 +16%
PAM
849
Panagora Asset Management
Massachusetts
$1.24M -$1.17K -12 -0.1%
UB
850
Umpqua Bank
Oregon
$1.23M +$23.9K +246 +2%
32 33
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