MS icon

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 %
ZIG
876
Zullo Investment Group
Pennsylvania
$1.12M -$15.5K -159 -1%
RZH
877
Relyea Zuckerberg Hanson
Connecticut
$1.11M -$21.6K -222 -2%
CWM
878
Castle Wealth Management
Florida
$1.11M +$35.4K +364 +3%
WS
879
Wedbush Securities
California
$1.11M -$1.11M -11,380 -50%
AAM
880
AR Asset Management
California
$1.11M – – –
SAM
881
Silvercrest Asset Management
New York
$1.11M -$34.8K -358 -3%
BJL
882
Brighton Jones LLC
Washington
$1.11M -$25.9K -266 -2%
SWM
883
Spire Wealth Management
Virginia
$1.11M -$447K -4,598 -29%
BMM
884
Buffington Mohr McNeal
Idaho
$1.11M – – –
CFCI
885
Comprehensive Financial Consultants Institutional
Indiana
$1.1M +$83.9K +863 +8%
HCM
886
Helios Capital Management
Singapore
$1.1M – – –
PCM
887
Parsons Capital Management
Rhode Island
$1.1M – – –
CASB
888
Cape Ann Savings Bank
Massachusetts
$1.1M -$23.8K -245 -2%
Jones Financial Companies
889
Jones Financial Companies
Missouri
$1.09M +$798K +8,214 +269%
AWM
890
AE Wealth Management
Kansas
$1.09M +$339K +3,484 +45%
NW
891
NewEdge Wealth
Pennsylvania
$1.09M -$194K -1,994 -15%
QI
892
Qtron Investments
Massachusetts
$1.09M -$217K -2,234 -17%
WT
893
Washington Trust
Rhode Island
$1.08M -$42K -432 -4%
PFSC
894
Peoples Financial Services Corp
Pennsylvania
$1.07M -$70.6K -726 -6%
QWM
895
Quadcap Wealth Management
Texas
$1.07M -$37.2K -383 -3%
EDRH
896
Edmond de Rothschild Holding
Switzerland
$1.07M -$477K -4,904 -31%
DAS
897
Diversify Advisory Services
Utah
$1.07M +$9.44K +92 +0.9%
MYIA
898
Mount Yale Investment Advisors
Colorado
$1.05M +$14.7K +151 +1%
VWM
899
Venturi Wealth Management
Texas
$1.05M +$23.3K +240 +2%
WPC
900
Wedmont Private Capital
Pennsylvania
$1.05M +$166K +1,594 +19%
34 35
36
37 38