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Morgan Stanley
MS

Overview Fund Activity

1,850 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, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
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
Capital Research Global Investors
California
+$667M
2
AIM
Alphinity Investment Management
Australia
+$622M
3
BlackRock
BlackRock
New York
+$460M
4
Franklin Resources
Franklin Resources
California
+$378M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$897M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$767M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$194M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
976
Chicago Partners Investment Group
Illinois
$820K +$59.7K +505 +8%
HA
977
Herold Advisors
New York
$819K +$34.1K +327 +4%
PL
978
Perpetual Ltd
Australia
$818K -$28.4K -272 -3%
RFA
979
Resurgent Financial Advisors
Georgia
$817K +$97.5K +935 +14%
MFC
980
Mechanics Financial Corp
Ohio
$815K +$23.5K +225 +3%
MMA
981
Miracle Mile Advisors
California
$814K +$41.1K +394 +5%
NP
982
Nilsine Partners
Colorado
$814K -$34.8K -334 -4%
CIM
983
CIM Investment Management
Pennsylvania
$812K -$20.1K -193 -2%
Voloridge Investment Management
984
Voloridge Investment Management
Florida
$811K +$811K +7,777 New
KAS
985
KPP Advisory Services
Kentucky
$810K +$49.5K +475 +7%
GCA
986
Genesee Capital Advisors
New York
$809K -$27.9K -268 -3%
MWM
987
Mindset Wealth Management
Indiana
$808K +$808K +7,750 New
BSA
988
Bull Street Advisors
Georgia
$806K -$49K -470 -6%
SBIA
989
Sheaff Brock Investment Advisors
Indiana
$801K -$145K -1,387 -15%
WCA
990
Westover Capital Advisors
Delaware
$796K +$191K +1,830 +32%
FFM
991
Fullerton Fund Management
Singapore
$795K +$190K +1,823 +31%
BCG
992
Breakwater Capital Group
New Jersey
$795K -$3.86K -37 -0.5%
NAS
993
Nicolet Advisory Services
Wisconsin
$794K +$37.1K +355 +5%
FMP
994
Financial Management Professionals
Texas
$791K -$17.8K -171 -2%
BOS
995
Bank of Stockton
California
$788K +$38.3K +367 +5%
CCG
996
Cypress Capital Group
Florida
$787K -$5.21K -50 -0.7%
AOI
997
Auto-Owners Insurance
Michigan
$782K – – –
III
998
Independent Investors Inc
New York
$780K – – –
PTC
999
Private Trust Company
Ohio
$779K +$28.5K +273 +4%
WPW
1000
Waldron Private Wealth
Pennsylvania
$778K -$52.7K -506 -6%
38 39
40
41 42