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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 %
AG
851
AlTi Global
New York
$1.25M -$4.74M -45,427 -79%
LIM
852
Longfellow Investment Management
Massachusetts
$1.25M +$7.51K +72 +0.6%
EWA
853
EverSource Wealth Advisors
Alabama
$1.24M +$11.3K +108 +0.9%
DAS
854
Diversify Advisory Services
Utah
$1.24M +$7.69K +65 +0.6%
DAM
855
Delta Asset Management
Tennessee
$1.23M -$7.82K -75 -0.6%
CFA
856
Camarda Financial Advisors
Florida
$1.22M +$1.22M +11,744 New
PWP
857
Principle Wealth Partners
Connecticut
$1.22M +$3.13K +30 +0.3%
PCM
858
Parsons Capital Management
Rhode Island
$1.21M +$35.4K +340 +3%
BJL
859
Brighton Jones LLC
Washington
$1.21M +$22.5K +216 +2%
GS
860
GTS Securities
New York
$1.2M -$3.02M -29,017 -72%
SWM
861
Spire Wealth Management
Virginia
$1.19M +$7.09K +68 +0.6%
MFG
862
Magnus Financial Group
New York
$1.19M +$155K +1,487 +15%
ZIG
863
Zullo Investment Group
Pennsylvania
$1.19M -$7.71K -74 -0.6%
AAM
864
AR Asset Management
California
$1.19M – – –
RZH
865
Relyea Zuckerberg Hanson
Connecticut
$1.19M -$3.34K -32 -0.3%
BMM
866
Buffington Mohr McNeal
Idaho
$1.19M – – –
FHA
867
First Horizon Advisors
Tennessee
$1.18M +$59.4K +570 +5%
HCM
868
Helios Capital Management
Singapore
$1.18M – – –
DWM
869
Dakota Wealth Management
Florida
$1.18M -$79.7K -765 -6%
QWM
870
Quadcap Wealth Management
Texas
$1.18M +$25.2K +242 +2%
CFCI
871
Comprehensive Financial Consultants Institutional
Indiana
$1.16M -$21.5K -206 -2%
TPI
872
Trust Point Inc
Wisconsin
$1.16M +$77.1K +740 +7%
CASB
873
Cape Ann Savings Bank
Massachusetts
$1.15M -$19.7K -189 -2%
WPC
874
Wedmont Private Capital
Pennsylvania
$1.15M +$69.9K +649 +6%
PPW
875
Parcion Private Wealth
Washington
$1.15M +$184K +1,769 +19%
33 34
35
36 37