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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
76
Aberdeen Group
United Kingdom
$193M -$12.1M -96,381 -6%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$189M -$1.03M -8,157 -0.5%
HCM
78
Hamlin Capital Management
New York
$187M -$1.67M -13,303 -0.9%
Prudential Financial
79
Prudential Financial
New Jersey
$187M +$8.23M +65,456 +5%
Macquarie Group
80
Macquarie Group
Australia
$178M -$52.7M -433,840 -23%
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$177M -$14.8M -117,809 -8%
HighTower Advisors
82
HighTower Advisors
Illinois
$174M +$5.2M +42,106 +3%
FI
83
Focused Investors
California
$165M -$38.5M -306,400 -19%
Marshall Wace
84
Marshall Wace
United Kingdom
$163M +$27.9M +221,940 +21%
Corient Private Wealth
85
Corient Private Wealth
Florida
$161M -$78.2M -623,822 -33%
EWM
86
Evercore Wealth Management
New York
$160M -$1.05M -8,364 -0.7%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$156M +$79.3M +630,899 +104%
Canada Life
88
Canada Life
Manitoba, Canada
$153M -$43M -342,428 -22%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$149M +$4.38M +34,847 +3%
Primecap Management
90
Primecap Management
California
$148M -$34.1M -271,312 -19%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$148M +$3.34M +26,587 +2%
CB
92
Commerce Bank
Missouri
$144M +$2.47M +19,673 +2%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$144M -$3.29M -26,150 -2%
Squarepoint
94
Squarepoint
New York
$142M +$22.2M +176,376 +19%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$141M -$1.37M -10,861 -1%
UE
96
Unisphere Establishment
Liechtenstein
$132M -$113M -900,000 -46%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$129M +$129M +1,028,803 New
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$123M +$199K +1,584 +0.2%
DLA
99
Douglas Lane & Associates
New York
$122M -$3.94M -31,327 -3%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$120M -$32.9M -262,031 -21%
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