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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 %
PGIM
926
Pacific Global Investment Management
California
$955K -$730 -7 -0.1%
LS
927
Livforsakringsbolaget Skandia
Sweden
$953K +$728K +6,981 +323%
RPCONE
928
Retirement Planning Company of New England
Rhode Island
$949K -$26.3K -252 -3%
BB
929
Busey Bank
Illinois
$932K +$8.13K +78 +0.9%
SCTC
930
Sanibel Captiva Trust Company
Florida
$928K +$346K +3,315 +59%
KA
931
KLCM Advisors
Wisconsin
$919K +$8.55K +82 +0.9%
PCM
932
Pennsylvania Capital Management
Pennsylvania
$916K +$3.65K +35 +0.4%
IWM
933
IHT Wealth Management
Illinois
$915K +$73.8K +708 +9%
IA
934
IFP Advisors
Florida
$913K +$392K +3,762 +75%
OCM
935
Orion Capital Management
California
$911K +$36.5K +350 +4%
JE
936
JMAC Enterprises
Pennsylvania
$907K +$115K +1,100 +14%
CAG
937
Csenge Advisory Group
Florida
$907K -$62K -561 -6%
WA
938
Wealth Alliance
New York
$906K +$520K +4,989 +135%
PPP
939
Private Portfolio Partners
New Jersey
$903K +$903K +8,666 New
EGA
940
E&G Advisors
Texas
$898K – – –
BCM
941
BluePath Capital Management
Georgia
$896K +$144K +1,381 +19%
LSV Asset Management
942
LSV Asset Management
Illinois
$896K – – –
NVIM
943
New Vernon Investment Management
Illinois
$891K – – –
ARMT
944
Amica Retiree Medical Trust
Rhode Island
$887K +$887K +8,511 New
MTCM
945
Mint Tower Capital Management
Netherlands
$886K -$313K -3,000 -26%
ADL
946
Asset Dedication LLC
California
$883K +$25.2K +242 +3%
MYLI
947
Meiji Yasuda Life Insurance
Japan
$881K -$4.75M -45,602 -84%
PW
948
Paladin Wealth
Minnesota
$880K +$880K +8,438 New
SRC
949
Sage Rhino Capital
California
$879K -$46.9K -450 -5%
IWA
950
Icon Wealth Advisors
Texas
$878K +$296K +2,844 +51%
36 37
38
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