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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 %
CIAS
851
CFS Investment Advisory Services
New Jersey
$1.23M +$1.23M +12,664 New
SACTSONJ
852
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M – – –
SSA
853
Schonfeld Strategic Advisors
New York
$1.22M +$1.17M +12,064 +2,482%
EWA
854
EverSource Wealth Advisors
Alabama
$1.22M +$11.9K +115 +1%
IRC
855
Investors Research Corp
Georgia
$1.21M – – –
CIP
856
Convergence Investment Partners
Florida
$1.2M -$372K -3,828 -24%
QC
857
Quent Capital
New York
$1.2M -$10.1K -104 -0.8%
VCM
858
Viewpoint Capital Management
Washington
$1.2M +$10.1K +104 +0.9%
CI
859
Cigna Investments
Connecticut
$1.19M -$20.2K -208 -2%
TCOV
860
Trust Company of Vermont
Vermont
$1.18M -$12.5K -129 -1%
LSA
861
Lansing Street Advisors
Pennsylvania
$1.18M +$16.8K +173 +1%
WBC
862
Westpac Banking Corp
Australia
$1.18M +$83.4K +858 +8%
GSEP
863
Golden State Equity Partners
California
$1.18M +$1.18M +12,128 New
DS
864
DRW Securities
Illinois
$1.18M +$689K +7,088 +142%
DWM
865
Dakota Wealth Management
Florida
$1.17M -$116K -1,193 -9%
DAM
866
Delta Asset Management
Tennessee
$1.16M – – –
LIM
867
Longfellow Investment Management
Massachusetts
$1.15M +$7.87K +81 +0.7%
SAG
868
SageView Advisory Group
California
$1.15M +$1.09M +11,212 +1,900%
BAM
869
Berkshire Asset Management
Pennsylvania
$1.15M +$50K +514 +5%
LA
870
LM Advisors
California
$1.14M -$816K -8,400 -42%
PWP
871
Principle Wealth Partners
Connecticut
$1.13M +$389 +4 +0%
MFG
872
Merit Financial Group
Georgia
$1.13M -$429K -4,409 -28%
CWAG
873
Compton Wealth Advisory Group
Virginia
$1.12M -$23.5K -242 -2%
MTCM
874
Mint Tower Capital Management
Netherlands
$1.12M +$1.12M +11,500 New
ONB
875
Old National Bancorp
Indiana
$1.12M -$104K -1,074 -9%
33 34
35
36 37