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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 %
CAG
951
Csenge Advisory Group
Florida
$852K +$181K +1,866 +27%
PCM
952
Pennsylvania Capital Management
Pennsylvania
$851K – – –
KA
953
KLCM Advisors
Wisconsin
$849K – – –
AWM
954
Avior Wealth Management
Nebraska
$843K -$87.6K -901 -9%
EGA
955
E&G Advisors
Texas
$840K – – –
LSV Asset Management
956
LSV Asset Management
Illinois
$836K -$3.43M -35,300 -80%
TPWA
957
TRUE Private Wealth Advisors
Oregon
$835K +$4.57K +47 +0.5%
GLA
958
Good Life Advisors
Pennsylvania
$834K +$2.53K +26 +0.3%
NVIM
959
New Vernon Investment Management
Illinois
$831K – – –
SAM
960
Sompo Asset Management
Japan
$830K -$114K -1,170 -12%
MWM
961
Mission Wealth Management
California
$826K +$108K +1,116 +15%
ETC
962
Exchange Traded Concepts
Oklahoma
$825K +$812K +8,359 +6,430%
BTI
963
Blue Trust Inc
Georgia
$825K +$223K +2,368 +37%
HT
964
Headlands Technologies
Illinois
$824K +$824K +8,478 New
BONH
965
Bank of New Hampshire
New Hampshire
$819K -$63.5K -653 -7%
OCM
966
Orion Capital Management
California
$815K -$44.1K -454 -5%
PCP
967
Proficio Capital Partners
Massachusetts
$815K -$137K -1,414 -14%
MFIM
968
Mesirow Financial Investment Management
Illinois
$811K -$98.9K -1,017 -11%
ADL
969
Asset Dedication LLC
California
$800K +$31.2K +321 +4%
BSA
970
Bull Street Advisors
Georgia
$797K – – –
CWP
971
CFM Wealth Partners
Texas
$794K +$72.7K +748 +10%
LCM
972
Laurion Capital Management
New York
$793K +$793K +8,162 New
NP
973
Nilsine Partners
Colorado
$792K -$121K -1,241 -13%
HH
974
Hilltop Holdings
Texas
$791K +$51K +525 +7%
PL
975
Perpetual Ltd
Australia
$790K -$5.93K -61 -0.7%
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