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Morgan Stanley
MS

Overview Fund Activity

1,804 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, 732 increasing their positions, 651 reducing their positions, and 106 closing their positions.

Holders
1,804
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.24%
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
732
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
4
UBS AM
Illinois
$784M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
2
BlackRock
New York
$8.2B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
5
Barclays
United Kingdom
$521M
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$143M 1,466,767 +188,404 +15%
Aberdeen Group
77
Aberdeen Group
United Kingdom
$142M 1,466,181 +25,395 +2%
LPL Financial
78
LPL Financial
California
$137M 1,408,908 +192,027 +16%
Fidelity International
79
Fidelity International
Bermuda
$136M 1,395,656 -111,143 -7%
HCM
80
Hamlin Capital Management
New York
$135M 1,387,091 -14,042 -1%
Federated Hermes
81
Federated Hermes
Pennsylvania
$133M 1,372,582 -82,004 -6%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$129M 1,329,405 +478,956 +56%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$126M 1,297,437 -4,398 -0.3%
EWM
84
Evercore Wealth Management
New York
$126M 1,292,178 -6,387 -0.5%
TAF
85
Tredje AP-fonden
Sweden
$118M 1,217,673 +74,600 +7%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$117M 1,208,217 -56,473 -4%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$117M 1,200,334 -28,500 -2%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$113M 1,167,614 -253,541 -18%
American Century Companies
89
American Century Companies
Missouri
$112M 1,153,910 -44,264 -4%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$110M 1,136,587 +57,156 +5%
Artisan Partners
91
Artisan Partners
Wisconsin
$110M 1,127,176 +70,875 +7%
Bessemer Group
92
Bessemer Group
New Jersey
$109M 1,123,905 +344,454 +44%
CB
93
Commerce Bank
Missouri
$109M 1,120,850 +1,666 +0.1%
DLA
94
Douglas Lane & Associates
New York
$100M 1,031,403 -7,362 -0.7%
Capital Fund Management (CFM)
95
Capital Fund Management (CFM)
France
$99.5M 1,023,881 +149,196 +17%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$97.7M 1,004,952 -44,055 -4%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$96M 987,357 +1,125 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
98
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$95.2M 979,828 +344,371 +54%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$92.1M 947,905 +8,840 +0.9%
Squarepoint
100
Squarepoint
New York
$90.4M 930,003 +463,997 +100%
2 3
4
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