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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$156M 1,498,503 -103,104 -6%
Primecap Management
77
Primecap Management
California
$151M 1,450,907 -54,994 -4%
Prudential Financial
78
Prudential Financial
New Jersey
$149M 1,425,102 -46,956 -3%
Fidelity International
79
Fidelity International
Bermuda
$140M 1,345,487 -50,169 -4%
HighTower Advisors
80
HighTower Advisors
Illinois
$140M 1,370,572 +569,689 +71%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$135M 1,294,580 -2,857 -0.2%
EWM
82
Evercore Wealth Management
New York
$134M 1,282,786 -9,392 -0.7%
TAF
83
Tredje AP-fonden
Sweden
$129M 1,232,973 +15,300 +1%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$127M 1,219,459 +232,102 +24%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$122M 1,174,234 -26,100 -2%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$120M 1,152,937 +16,350 +1%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$120M 1,147,624 -60,593 -5%
Bessemer Group
88
Bessemer Group
New Jersey
$120M 1,146,678 +22,773 +2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$118M 1,131,850 -35,764 -3%
CB
90
Commerce Bank
Missouri
$118M 1,128,893 +8,043 +0.7%
O
91
Ossiam
France
$117M 1,118,299 +385,819 +53%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$115M 1,102,176 -1,243,684 -53%
American Century Companies
93
American Century Companies
Missouri
$115M 1,101,337 -52,573 -5%
Artisan Partners
94
Artisan Partners
Wisconsin
$113M 1,084,570 -42,606 -4%
Marshall Wace
95
Marshall Wace
United Kingdom
$112M 1,078,083 -1,005,341 -48%
Man Group
96
Man Group
United Kingdom
$109M 1,044,802 +269,674 +35%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$105M 933,595 +39,959 +4%
DLA
98
Douglas Lane & Associates
New York
$104M 1,000,142 -31,261 -3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$102M 974,905 +304,391 +45%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$101M 973,063 +25,158 +3%
2 3
4
5 6