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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 %
JF
851
Jump Financial
Illinois
$1.71M +$964K +7,666 +129%
HWAM
852
Hennion & Walsh Asset Management
New Jersey
$1.7M -$1.14M -9,052 -40%
UB
853
Umpqua Bank
Oregon
$1.7M +$77.3K +620 +5%
SFM
854
Systematic Financial Management
New Jersey
$1.7M – – –
LIA
855
LS Investment Advisors
Michigan
$1.69M -$6.92K -55 -0.4%
TCOV
856
Trust Company of Vermont
Vermont
$1.68M -$22.5K -179 -1%
IAS
857
Insigneo Advisory Services
Florida
$1.68M -$1.16M -9,195 -41%
AC
858
Avestar Capital
New York
$1.67M +$10.1K +80 +0.6%
MFS
859
Mirabella Financial Services
United Kingdom
$1.67M +$1.67M +13,265 New
EWA
860
EverSource Wealth Advisors
Alabama
$1.65M +$159K +1,265 +11%
CWAG
861
Compton Wealth Advisory Group
Virginia
$1.65M +$106K +842 +7%
SWP
862
Sagespring Wealth Partners
Tennessee
$1.64M +$1.64M +13,045 New
MFG
863
Magnus Financial Group
New York
$1.63M +$193K +1,532 +13%
CAG
864
Crestwood Advisors Group
Massachusetts
$1.61M +$85.4K +679 +6%
BJL
865
Brighton Jones LLC
Washington
$1.61M +$149K +1,185 +10%
EM
866
Excalibur Management
Massachusetts
$1.6M -$147K -1,170 -8%
CGL
867
Clarius Group LLC
Washington
$1.6M +$1.76K +14 +0.1%
JWCA
868
J.W. Cole Advisors
Florida
$1.6M -$95K -756 -6%
PAM
869
Panagora Asset Management
Massachusetts
$1.6M -$251 -2 -0%
RCM
870
Radnor Capital Management
Pennsylvania
$1.59M – – –
CAIMH
871
Central Asset Investments & Management Holdings
Hong Kong
$1.59M +$1.59M +12,621 New
SACTSONJ
872
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.58M – – –
FBT
873
First Bank & Trust
South Dakota
$1.58M +$1.27M +10,125 +411%
CWP
874
Concord Wealth Partners
Virginia
$1.58M -$224K -1,783 -12%
ICP
875
Interchange Capital Partners
Pennsylvania
$1.58M -$104K -830 -6%
33 34
35
36 37