MS icon

Morgan Stanley
MS

Overview Fund Activity

2,085 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, 696 increasing their positions, 785 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
+235
Holders Change %
+12.7%
% of All Funds
27.75%
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
696
Reduced
785
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$848M
2
BlackRock
BlackRock
New York
+$793M
3
Citadel Advisors
Citadel Advisors
Florida
+$404M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$309M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Barclays
Barclays
United Kingdom
-$448M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$413M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$288M
5
Boston Partners
Boston Partners
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCB
976
Texas Capital Bancshares
Texas
$1.16M – – –
DS
977
DRW Securities
Illinois
$1.15M +$578K +4,596 +100%
LS
978
Livforsakringsbolaget Skandia
Sweden
$1.15M – – –
NP
979
Nilsine Partners
Colorado
$1.14M +$162K +1,289 +17%
RT
980
Rockland Trust
Massachusetts
$1.14M -$83.6K -665 -7%
LIM
981
Longfellow Investment Management
Massachusetts
$1.14M -$363K -2,886 -24%
RPCONE
982
Retirement Planning Company of New England
Rhode Island
$1.13M -$11.4K -91 -1%
FCFC
983
First Citizens Financial Corp
Iowa
$1.13M -$40.2K -320 -3%
ONB
984
Old National Bancorp
Indiana
$1.13M -$106K -846 -9%
FFA
985
Farther Finance Advisors
California
$1.12M -$594K -4,726 -35%
BF
986
bLong Financial
Tennessee
$1.12M +$1.12M +8,871 New
GCP
987
GSA Capital Partners
United Kingdom
$1.11M +$494K +3,928 +80%
PCM
988
Pennsylvania Capital Management
Pennsylvania
$1.11M +$3.27K +26 +0.3%
CF
989
Centaurus Financial
California
$1.11M -$46.9K -373 -4%
AWM
990
Avior Wealth Management
Nebraska
$1.11M +$49.7K +395 +5%
BB
991
Busey Bank
Illinois
$1.1M -$21.8K -173 -2%
AWA
992
Aaron Wealth Advisors
Illinois
$1.1M +$72.7K +578 +7%
KWA
993
Kingswood Wealth Advisors
California
$1.1M -$693K -5,508 -39%
MS
994
Maven Securities
Jersey
$1.1M +$526K +4,180 +92%
PPP
995
Private Portfolio Partners
New Jersey
$1.1M +$5.78K +46 +0.5%
EB
996
Eastern Bank
Massachusetts
$1.09M -$64.5K -513 -6%
SWA
997
Stratos Wealth Advisors
Ohio
$1.09M -$242K -1,922 -18%
LSV Asset Management
998
LSV Asset Management
Illinois
$1.09M +$6.03K +48 +0.6%
BOJHT
999
Bank of Jackson Hole Trust
Wyoming
$1.08M +$1.08M +8,576 New
MYLI
1000
Meiji Yasuda Life Insurance
Japan
$1.08M +$13.8K +110 +1%
38 39
40
41 42