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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 %
WIC
826
Wilkins Investment Counsel
Massachusetts
$1.84M -$12.6K -100 -0.7%
NL
827
NVWM LLC
Pennsylvania
$1.83M -$55.3K -440 -3%
PA
828
Procyon Advisors
Connecticut
$1.83M -$19.1K -152 -1%
CAM
829
Congress Asset Management
Massachusetts
$1.83M +$1.83M +14,533 New
DWM
830
Dynasty Wealth Management
Florida
$1.83M -$837K -6,655 -31%
CIAS
831
Capital Investment Advisory Services
North Carolina
$1.82M +$44.3K +352 +2%
GDP
832
Great Diamond Partners
Maine
$1.79M -$12.4K -99 -0.7%
DI
833
Diligent Investors
California
$1.78M +$1.13K +9 +0.1%
MFG
834
Merit Financial Group
Georgia
$1.78M +$780K +6,204 +78%
QCG
835
Quadrant Capital Group
Ohio
$1.78M +$101K +801 +6%
NG
836
Norden Group
Utah
$1.78M -$14.6K -116 -0.8%
FM
837
Foster & Motley
Ohio
$1.77M -$132K -1,052 -7%
TAM
838
Tocqueville Asset Management
New York
$1.77M -$11.9K -95 -0.7%
NB
839
NBT Bank
New York
$1.76M -$159K -1,263 -8%
QI
840
Qtron Investments
Massachusetts
$1.75M -$78.7K -626 -4%
AWM
841
AE Wealth Management
Kansas
$1.75M +$42K +334 +2%
PFBT
842
Parkside Financial Bank & Trust
Missouri
$1.75M +$42.5K +338 +2%
CPBTD
843
Central Pacific Bank - Trust Division
Hawaii
$1.74M -$69.9K -556 -4%
SIA
844
Schechter Investment Advisors
Michigan
$1.74M -$219K -1,739 -11%
SIA
845
Schear Investment Advisers
Ohio
$1.74M +$379K +3,018 +28%
GAMC
846
Garner Asset Management Corp
Texas
$1.73M -$24.3K -193 -1%
GWM
847
Greenwich Wealth Management
Connecticut
$1.72M +$130K +1,036 +8%
GSEP
848
Golden State Equity Partners
California
$1.72M +$340K +2,701 +25%
TF
849
TLWM Financial
Texas
$1.71M +$73.4K +584 +4%
PIM
850
Penobscot Investment Management
Massachusetts
$1.71M – – –
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