MS icon

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 %
CAMV
901
Concord Asset Management (Virginia)
Virginia
$1.49M -$286K -2,274 -16%
IBOK
902
Independence Bank of Kentucky
Kentucky
$1.49M -$31.9K -254 -2%
LF
903
Lee Financial
Texas
$1.48M -$23.3K -185 -2%
WPC
904
Wedmont Private Capital
Pennsylvania
$1.48M +$154K +1,249 +12%
MA
905
Mutual Advisors
Nebraska
$1.47M -$486K -3,575 -25%
SWM
906
Spire Wealth Management
Virginia
$1.47M +$26.5K +211 +2%
PCM
907
Parsons Capital Management
Rhode Island
$1.47M +$2.64K +21 +0.2%
PWP
908
Principle Wealth Partners
Connecticut
$1.46M -$5.91K -47 -0.4%
SAI
909
Savvy Advisors Inc
New York
$1.45M +$962K +7,648 +196%
Simplex Trading
910
Simplex Trading
Illinois
$1.44M +$1.44M +11,472 New
BMM
911
Buffington Mohr McNeal
Idaho
$1.44M +$8.17K +65 +0.6%
AAM
912
AR Asset Management
California
$1.43M – – –
RZH
913
Relyea Zuckerberg Hanson
Connecticut
$1.43M -$126 -1 -0%
MG
914
Mather Group
Illinois
$1.42M +$35.8K +285 +3%
HCM
915
Helios Capital Management
Singapore
$1.42M – – –
TPI
916
Trust Point Inc
Wisconsin
$1.41M +$17.9K +142 +1%
PFS
917
Prospera Financial Services
Texas
$1.41M -$1.22M -9,705 -46%
PPW
918
Parcion Private Wealth
Washington
$1.41M +$18.9K +150 +1%
QWM
919
Quadcap Wealth Management
Texas
$1.4M -$13.7K -109 -1%
LRWA
920
Long Run Wealth Advisors
New York
$1.4M -$269K -2,136 -16%
VWM
921
Venturi Wealth Management
Texas
$1.4M +$89.4K +711 +7%
DAM
922
Delta Asset Management
Tennessee
$1.4M -$91.1K -725 -6%
GS
923
GTS Securities
New York
$1.39M -$59K -469 -4%
CIA
924
Choate Investment Advisors
Massachusetts
$1.39M +$142K +1,128 +11%
AT
925
Avalon Trust
New Mexico
$1.38M – – –
35 36
37
38 39