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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 %
RCA
926
Roberts Capital Advisors
Colorado
$947K – – –
BFIM
927
Beese Fulmer Investment Management
Ohio
$944K – – –
CIA
928
Choate Investment Advisors
Massachusetts
$943K -$16.7K -172 -2%
LB
929
Legacy Bridge
Iowa
$939K – – –
DC
930
Davenport & Co
Virginia
$933K +$113K +1,166 +14%
NCM
931
NCM Capital Management
New Jersey
$932K -$9.72K -100 -1%
BWM
932
Buckley Wealth Management
Nevada
$915K +$3.01K +31 +0.3%
RT
933
Rockland Trust
Massachusetts
$910K +$18.1K +186 +2%
RPCONE
934
Retirement Planning Company of New England
Rhode Island
$909K -$583 -6 -0.1%
HC
935
Hamilton Capital
Ohio
$908K -$167K -1,722 -16%
WAL
936
W Advisors LLC
Tennessee
$907K +$1.75K +18 +0.2%
CWM
937
Congress Wealth Management
Massachusetts
$906K -$737K -7,586 -45%
MAM
938
Mark Asset Management
New York
$906K +$8.46K +87 +0.9%
PPW
939
Parcion Private Wealth
Washington
$902K -$8.26K -85 -0.9%
FCFC
940
First Citizens Financial Corp
Iowa
$899K – – –
TCB
941
Texas Capital Bancshares
Texas
$896K -$17.1K -176 -2%
PGIM
942
Pacific Global Investment Management
California
$891K +$194 +2 +0%
STA
943
Summit Trail Advisors
New York
$885K -$343K -3,530 -28%
SBIA
944
Sheaff Brock Investment Advisors
Indiana
$882K -$108K -1,112 -11%
FNFDCM
945
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$876K +$19.1K +197 +2%
CCP
946
Carmel Capital Partners
California
$872K +$30.1K +310 +4%
MWM
947
Modera Wealth Management
New Jersey
$865K -$1.01M -10,367 -54%
SRC
948
Sage Rhino Capital
California
$863K -$57.6K -593 -6%
BB
949
Busey Bank
Illinois
$862K -$46.1K -474 -5%
PI
950
PEAK6 Investments
Illinois
$862K +$862K +8,865 New
36 37
38
39 40