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Morgan Stanley
MS

Overview Fund Activity

1,805 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, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
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
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$376M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$310M
4
UBS AM
UBS AM
Illinois
+$206M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$172M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
BlackRock
BlackRock
New York
-$471M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$425M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
5
Barclays
Barclays
United Kingdom
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
976
Stevens Capital Management
Pennsylvania
$785K +$785K +8,080 New
IWM
977
IHT Wealth Management
Illinois
$784K -$4.08K -42 -0.5%
CAM
978
Cidel Asset Management
Ontario, Canada
$780K +$16.5K +170 +2%
GCA
979
Genesee Capital Advisors
New York
$780K +$780K +8,029 New
CCM
980
Corsair Capital Management
New York
$778K -$5.44K -56 -0.7%
IF
981
Intrua Financial
Texas
$776K -$396K -4,076 -34%
MME
982
Meag Munich Ergo
Germany
$776K +$776K +7,988 New
CIM
983
CIM Investment Management
Pennsylvania
$776K -$6.12K -63 -0.8%
WPW
984
Waldron Private Wealth
Pennsylvania
$774K +$10.8K +111 +1%
LFM
985
LGT Fund Management
Liechtenstein
$772K +$772K +7,942 New
PAMG
986
Patton Albertson Miller Group
Tennessee
$769K +$769K +7,911 New
OA
987
Operose Advisors
Wisconsin
$767K – – –
RIL
988
Rothschild Investment LLC
Illinois
$766K +$76.6K +788 +11%
GM
989
GeoWealth Management
Illinois
$757K +$41.7K +429 +6%
CA
990
Claro Advisors
Massachusetts
$756K +$75.9K +781 +11%
FMP
991
Financial Management Professionals
Texas
$754K -$17.5K -180 -2%
SEIA
992
Signature Estate & Investment Advisors
California
$753K +$126K +1,297 +20%
SDAM
993
Shulman DeMeo Asset Management
New York
$752K -$2.33K -24 -0.3%
NAS
994
Nicolet Advisory Services
Wisconsin
$749K +$37.5K +362 +5%
BCG
995
Breakwater Capital Group
New Jersey
$744K +$1.75K +18 +0.2%
BCM
996
Brookstone Capital Management
Illinois
$740K +$18.7K +175 +3%
CCG
997
Cypress Capital Group
Florida
$739K -$112K -1,156 -13%
BFG
998
Beacon Financial Group
Texas
$739K -$3.89K -40 -0.5%
JE
999
JMAC Enterprises
Pennsylvania
$739K -$126K -1,300 -15%
MFC
1000
Mechanics Financial Corp
Ohio
$738K +$16.7K +172 +2%
38 39
40
41 42