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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 %
BAM
876
Berkshire Asset Management
Pennsylvania
$1.58M -$47.3K -343 -3%
CIP
877
Convergence Investment Partners
Florida
$1.57M +$51.2K +407 +3%
EW
878
Evoke Wealth
California
$1.57M -$34.3K -273 -2%
MWM
879
Mosley Wealth Management
California
$1.57M +$833K +6,009 +114%
AG
880
AIA Group
Hong Kong
$1.56M -$13.7K -109 -0.9%
CFA
881
Camarda Financial Advisors
Florida
$1.56M +$83.7K +666 +6%
EP
882
Edgestream Partners
New Jersey
$1.56M -$2.67M -21,228 -63%
LSA
883
Lansing Street Advisors
Pennsylvania
$1.56M +$12.7K +101 +0.8%
JSSH
884
J. Safra Sarasin Holding
$1.55M -$142K -1,133 -8%
VCM
885
Viewpoint Capital Management
Washington
$1.55M – – –
QC
886
Quent Capital
New York
$1.55M +$10.1K +80 +0.7%
DF
887
Donoghue Forlines
Massachusetts
$1.54M +$1.54M +12,283 New
GM
888
GeoWealth Management
Illinois
$1.54M +$662K +5,269 +75%
KRSITF
889
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.54M +$382K +12,179 +33%
BFS
890
Bard Financial Services
Connecticut
$1.53M -$31.4K -250 -2%
SAM
891
Smartleaf Asset Management
Massachusetts
$1.52M +$318K +2,526 +26%
DM
892
Delphi Management
Massachusetts
$1.52M -$337K -2,683 -18%
SCTC
893
Sanibel Captiva Trust Company
Florida
$1.52M +$397K +3,160 +35%
ETC
894
Exchange Traded Concepts
Oklahoma
$1.52M -$11.8M -93,835 -89%
MAWA
895
Moss Adams Wealth Advisors
Washington
$1.51M +$942K +7,492 +165%
CI
896
Cigna Investments
Connecticut
$1.51M -$7.42K -59 -0.5%
CCT
897
Chemung Canal Trust
New York
$1.51M -$45.4K -361 -3%
WAM
898
Worth Asset Management
Texas
$1.5M +$1.5M +11,916 New
RPC
899
Rossmore Private Capital
Connecticut
$1.5M -$8.8K -70 -0.6%
SAM
900
Silvercrest Asset Management
New York
$1.49M +$129K +1,027 +9%
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