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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 %
AAF
826
Andra AP-fonden
Sweden
$1.35M +$1.35M +12,911 New
AFG
827
Atomi Financial Group
New York
$1.34M +$11.2K +107 +0.8%
EW
828
Evoke Wealth
California
$1.33M +$1.33M +12,761 New
PAM
829
Panagora Asset Management
Massachusetts
$1.32M -$834 -8 -0.1%
CGL
830
Clarius Group LLC
Washington
$1.32M -$15.1K -145 -1%
GWM
831
Greenwich Wealth Management
Connecticut
$1.32M -$12.3M -118,400 -90%
LA
832
LVW Advisors
New York
$1.32M -$246K -2,361 -16%
RCM
833
Radnor Capital Management
Pennsylvania
$1.32M +$1.32M +12,629 New
SACTSONJ
834
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M – – –
AG
835
AIA Group
Hong Kong
$1.31M -$610K -5,856 -32%
WIS
836
Wright Investors Service
Connecticut
$1.31M -$524K -5,030 -29%
BFS
837
Bard Financial Services
Connecticut
$1.3M -$195K -1,875 -13%
CCT
838
Chemung Canal Trust
New York
$1.29M -$331K -3,174 -20%
VCWA
839
Vanguard Capital Wealth Advisors
Colorado
$1.29M -$353K -3,386 -22%
VCM
840
Viewpoint Capital Management
Washington
$1.28M – – –
LSA
841
Lansing Street Advisors
Pennsylvania
$1.28M +$10.7K +103 +0.8%
CWAG
842
Compton Wealth Advisory Group
Virginia
$1.28M +$72.9K +699 +6%
QC
843
Quent Capital
New York
$1.27M -$14.7K -141 -1%
CAG
844
Crestwood Advisors Group
Massachusetts
$1.27M -$144K -1,380 -10%
CIP
845
Convergence Investment Partners
Florida
$1.26M -$25.5K -245 -2%
IBOK
846
Independence Bank of Kentucky
Kentucky
$1.26M +$846K +8,114 +204%
CI
847
Cigna Investments
Connecticut
$1.26M -$17.2K -165 -1%
PI
848
Parkside Investments
Illinois
$1.25M +$208K +2,000 +20%
LF
849
Lee Financial
Texas
$1.25M +$140K +1,342 +13%
RPC
850
Rossmore Private Capital
Connecticut
$1.25M +$220K +2,110 +21%
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