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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 %
MG
876
Mather Group
Illinois
$1.15M +$22.7K +218 +2%
AT
877
Avalon Trust
New Mexico
$1.15M -$208K -2,000 -15%
BAM
878
Berkshire Asset Management
Pennsylvania
$1.15M – – –
WT
879
Washington Trust
Rhode Island
$1.15M -$9.07K -87 -0.8%
GSEP
880
Golden State Equity Partners
California
$1.14M -$120K -1,153 -10%
SAM
881
Silvercrest Asset Management
New York
$1.13M -$57.2K -549 -5%
GCM
882
Gibraltar Capital Management
Oklahoma
$1.13M +$67K +643 +6%
PFSC
883
Peoples Financial Services Corp
Pennsylvania
$1.13M -$23K -221 -2%
HC
884
Hamilton Capital
Ohio
$1.13M +$43.1K +371 +4%
SIA
885
Schear Investment Advisers
Ohio
$1.12M +$92.5K +887 +9%
MCM
886
Mork Capital Management
California
$1.11M – – –
SWA
887
Stratos Wealth Advisors
Ohio
$1.11M +$40.4K +388 +4%
VWM
888
Venturi Wealth Management
Texas
$1.08M -$40.9K -392 -4%
SCM
889
Shelton Capital Management
Colorado
$1.08M -$2.27M -21,781 -68%
MFIM
890
Mesirow Financial Investment Management
Illinois
$1.08M +$210K +2,019 +24%
PPWP
891
Premier Path Wealth Partners
New Jersey
$1.08M -$30.4K -292 -3%
MMPW
892
Mitchell McLeod Pugh & Williams
Alabama
$1.07M -$24.6K -236 -2%
STA
893
Summit Trail Advisors
New York
$1.07M +$118K +1,131 +12%
DLHL
894
Donald L. Hagan LLC
Florida
$1.07M +$521 +5 +0%
CWP
895
CFM Wealth Partners
Texas
$1.06M +$209K +2,003 +25%
AWE
896
Avidian Wealth Enterprises
Texas
$1.05M -$70.9K -680 -6%
RCA
897
Roberts Capital Advisors
Colorado
$1.05M – – –
TSWM
898
Triangle Securities Wealth Management
North Carolina
$1.04M -$15.1K -145 -1%
GA
899
Greenhaven Associates
New York
$1.04M – – –
TSS
900
Two Sigma Securities
New York
$1.04M +$631K +6,050 +155%
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