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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 %
AWM
951
Avior Wealth Management
Nebraska
$876K -$27.8K -267 -3%
TPWA
952
TRUE Private Wealth Advisors
Oregon
$862K -$34.3K -329 -4%
FMC
953
First Merchants Corp
Indiana
$861K -$187K -1,792 -18%
AC
954
AXQ Capital
New Jersey
$858K +$858K +8,235 New
FNFDCM
955
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$854K -$85.9K -824 -9%
AWA
956
Aaron Wealth Advisors
Illinois
$853K +$190K +1,826 +29%
LFM
957
LGT Fund Management
Liechtenstein
$852K +$21.4K +205 +3%
CAM
958
Cidel Asset Management
Ontario, Canada
$850K +$13K +125 +2%
NWAG
959
Net Worth Advisory Group
Utah
$848K +$848K +8,134 New
CWM
960
Castle Wealth Management
Florida
$848K -$341K -3,273 -29%
PCA
961
Prosperity Capital Advisors
Ohio
$842K +$136K +1,309 +19%
RCM
962
Raleigh Capital Management
North Carolina
$840K +$803K +7,706 +2,165%
PWG
963
Portside Wealth Group
Utah
$838K +$107K +1,030 +15%
MWM
964
Mission Wealth Management
California
$837K -$49K -470 -6%
Verition Fund Management
965
Verition Fund Management
Connecticut
$836K -$4.41M -42,315 -84%
CCM
966
Corsair Capital Management
New York
$834K – – –
ONGA
967
O'Neil Global Advisors
California
$834K +$834K +8,000 New
SAM
968
Sompo Asset Management
Japan
$834K -$56.3K -540 -6%
CA
969
Claro Advisors
Massachusetts
$833K +$22.2K +213 +3%
PAMG
970
Patton Albertson Miller Group
Tennessee
$830K +$5.42K +52 +0.7%
MFG
971
Merit Financial Group
Georgia
$829K -$379K -3,635 -31%
RIA
972
Regal Investment Advisors
Michigan
$824K +$85.8K +823 +12%
OA
973
Operose Advisors
Wisconsin
$822K – – –
IF
974
Intrua Financial
Texas
$822K -$10.7K -103 -1%
RIL
975
Rothschild Investment LLC
Illinois
$821K -$938 -9 -0.1%
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