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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 %
FHA
901
First Horizon Advisors
Tennessee
$1.05M +$115K +1,182 +12%
AWE
902
Avidian Wealth Enterprises
Texas
$1.04M +$65.4K +673 +7%
AC
903
Abbrea Capital
California
$1.04M -$54.4K -560 -5%
MCM
904
Mork Capital Management
California
$1.04M – – –
PPWP
905
Premier Path Wealth Partners
New Jersey
$1.03M -$209K -2,152 -17%
LF
906
Lee Financial
Texas
$1.03M -$551K -5,665 -35%
PP
907
Paloma Partners
Connecticut
$1.03M -$1.26M -12,931 -55%
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$1.02M +$680 +7 +0.1%
KWA
909
Kingswood Wealth Advisors
California
$1.02M +$5.05K +52 +0.5%
MG
910
Mather Group
Illinois
$1.02M +$127K +1,345 +14%
WIA
911
World Investment Advisors
California
$1.01M +$1.01M +10,389 New
JF
912
Jump Financial
Illinois
$1.01M -$67.6K -696 -6%
TPI
913
Trust Point Inc
Wisconsin
$1.01M -$29.1K -299 -3%
SWA
914
Stratos Wealth Advisors
Ohio
$995K +$680 +7 +0.1%
DLHL
915
Donald L. Hagan LLC
Florida
$994K -$114K -1,178 -10%
GCM
916
Gibraltar Capital Management
Oklahoma
$991K – – –
TSWM
917
Triangle Securities Wealth Management
North Carolina
$988K -$4.28K -44 -0.4%
FMC
918
First Merchants Corp
Indiana
$977K +$103K +1,055 +12%
PI
919
Parkside Investments
Illinois
$972K -$194K -2,000 -17%
GA
920
Greenhaven Associates
New York
$972K – – –
GCM
921
Glaxis Capital Management
Florida
$972K +$486K +5,000 +100%
MFG
922
Magnus Financial Group
New York
$967K +$21.1K +217 +2%
SIA
923
Schear Investment Advisers
Ohio
$963K -$21.5K -221 -2%
FPCP
924
Fort Point Capital Partners
California
$958K -$486 -5 -0.1%
RPC
925
Rossmore Private Capital
Connecticut
$958K -$71.5K -736 -7%
35 36
37
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