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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 %
VV
951
Verity & Verity
South Carolina
$1.24M +$1.24M +9,879 New
YIH
952
Y-Intercept (HK)
Hong Kong
$1.24M +$775K +6,163 +166%
BCM
953
BluePath Capital Management
Georgia
$1.23M +$168K +1,352 +16%
MWM
954
Modera Wealth Management
New Jersey
$1.23M +$60.3K +480 +5%
BWM
955
Buckley Wealth Management
Nevada
$1.23M +$12.1K +96 +1%
DAS
956
Diversify Advisory Services
Utah
$1.22M -$69K -559 -5%
KA
957
KLCM Advisors
Wisconsin
$1.22M +$115K +915 +10%
BFIM
958
Beese Fulmer Investment Management
Ohio
$1.22M – – –
DLHL
959
Donald L. Hagan LLC
Florida
$1.22M -$67.3K -535 -5%
BW
960
Bison Wealth
Georgia
$1.22M -$551K -4,382 -31%
ZIM
961
Zacks Investment Management
Illinois
$1.21M +$388K +3,089 +47%
LB
962
Legacy Bridge
Iowa
$1.21M – – –
QP
963
Quilter Plc
United Kingdom
$1.21M +$450K +3,580 +60%
NCM
964
NCM Capital Management
New Jersey
$1.21M – – –
IRC
965
Investors Research Corp
Georgia
$1.2M -$50.3K -400 -4%
GCA
966
Gallagher Capital Advisors
Texas
$1.2M +$1.2M +9,505 New
UFF
967
USA Financial Formulas
Michigan
$1.19M +$1.19M +9,504 New
GCM
968
Gladius Capital Management
Illinois
$1.19M +$1.19M +9,482 New
TSWM
969
Triangle Securities Wealth Management
North Carolina
$1.19M -$73K -581 -6%
ALA
970
Atlas Legacy Advisors
California
$1.18M +$1.18M +9,405 New
MP
971
Moment Partners
California
$1.18M +$1.18M +9,367 New
WAL
972
W Advisors LLC
Tennessee
$1.18M +$1.89K +15 +0.2%
SG
973
Sienna Gestion
France
$1.17M – – –
SC
974
Syon Capital
California
$1.17M +$436K +3,470 +59%
CCP
975
Carmel Capital Partners
California
$1.17M +$4.15K +33 +0.4%
37 38
39
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