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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 %
IRC
901
Investors Research Corp
Georgia
$1.04M -$257K -2,466 -20%
FPCP
902
Fort Point Capital Partners
California
$1.03M +$4.69K +45 +0.5%
CIA
903
Choate Investment Advisors
Massachusetts
$1.03M +$20.6K +198 +2%
RL
904
RPO LLC
Connecticut
$1.03M -$1.09M -10,500 -52%
ONB
905
Old National Bancorp
Indiana
$1.02M -$175K -1,680 -15%
MYIA
906
Mount Yale Investment Advisors
Colorado
$1.02M -$107K -1,025 -9%
HCM
907
Howard Capital Management
Georgia
$1.02M +$1.02M +9,768 New
RT
908
Rockland Trust
Massachusetts
$1.01M +$37.9K +364 +4%
SDAM
909
Shulman DeMeo Asset Management
New York
$1.01M -$2.36K -18 -0.2%
BFIM
910
Beese Fulmer Investment Management
Ohio
$1.01M – – –
BWM
911
Buckley Wealth Management
Nevada
$1.01M +$28.1K +270 +3%
LB
912
Legacy Bridge
Iowa
$1.01M – – –
NCM
913
NCM Capital Management
New Jersey
$1,000K – – –
SAM
914
Smartleaf Asset Management
Massachusetts
$995K +$307K +2,945 +45%
GLA
915
Good Life Advisors
Pennsylvania
$992K +$97K +931 +11%
AIC
916
Argus Investors Counsel
New York
$980K -$394K -3,780 -29%
WAL
917
W Advisors LLC
Tennessee
$974K +$2.09K +20 +0.2%
SG
918
Sienna Gestion
France
$972K +$972K +9,346 New
FCFC
919
First Citizens Financial Corp
Iowa
$971K +$7.19K +69 +0.7%
MWM
920
Modera Wealth Management
New Jersey
$970K +$42.7K +410 +5%
CCP
921
Carmel Capital Partners
California
$964K +$28.7K +275 +3%
WG
922
Winton Group
United Kingdom
$961K +$961K +9,222 New
EB
923
Eastern Bank
Massachusetts
$961K +$671K +6,436 +231%
TCB
924
Texas Capital Bancshares
Texas
$960K – – –
CF
925
Centaurus Financial
California
$958K -$437K -4,189 -31%
35 36
37
38 39