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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 %
WT
926
Washington Trust
Rhode Island
$1.38M -$1.01K -8 -0.1%
LA
927
LVW Advisors
New York
$1.38M -$213K -1,694 -13%
ZIG
928
Zullo Investment Group
Pennsylvania
$1.38M -$57.6K -458 -4%
GCM
929
Gibraltar Capital Management
Oklahoma
$1.36M – – –
PFSC
930
Peoples Financial Services Corp
Pennsylvania
$1.36M -$2.51K -20 -0.2%
MCM
931
Mork Capital Management
California
$1.34M – – –
SS
932
SBI Securities
Japan
$1.33M +$1.33M +10,608 New
CASB
933
Cape Ann Savings Bank
Massachusetts
$1.33M -$60K -477 -4%
FHA
934
First Horizon Advisors
Tennessee
$1.33M -$91.9K -731 -6%
DWM
935
Dakota Wealth Management
Florida
$1.33M -$88.5K -704 -6%
CWP
936
CFM Wealth Partners
Texas
$1.33M +$46.9K +373 +4%
Financial Engines Advisors
937
Financial Engines Advisors
California
$1.32M +$489K +3,893 +59%
AWE
938
Avidian Wealth Enterprises
Texas
$1.3M +$38.3K +305 +3%
TCM
939
Teza Capital Management
Illinois
$1.3M +$569K +4,524 +78%
APM
940
Advanced Portfolio Management
New York
$1.29M +$1.29M +9,321 New
MMPW
941
Mitchell McLeod Pugh & Williams
Alabama
$1.29M -$4.78K -38 -0.4%
HCM
942
Howard Capital Management
Georgia
$1.29M +$59.8K +476 +5%
SF
943
Symphony Financial
Texas
$1.28M +$435K +3,193 +51%
TNBTD
944
Trustmark National Bank Trust Department
Mississippi
$1.27M +$1.27M +10,081 New
PPWP
945
Premier Path Wealth Partners
New Jersey
$1.27M -$34.1K -271 -3%
RCA
946
Roberts Capital Advisors
Colorado
$1.26M – – –
GA
947
Greenhaven Associates
New York
$1.26M – – –
MFIM
948
Mesirow Financial Investment Management
Illinois
$1.25M -$47.4K -377 -4%
FFP
949
FourThought Financial Partners
Florida
$1.25M +$1.25M +9,949 New
FPCP
950
Fort Point Capital Partners
California
$1.25M +$503 +4 +0%
36 37
38
39 40