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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1001
Breakwater Capital Group
New Jersey
$744K +$1.71K +18 +0.2%
BCM
1002
Brookstone Capital Management
Illinois
$740K +$16.7K +175 +3%
CCG
1003
Cypress Capital Group
Florida
$739K -$110K -1,156 -13%
BFG
1004
Beacon Financial Group
Texas
$739K -$3.81K -40 -0.5%
JE
1005
JMAC Enterprises
Pennsylvania
$739K -$124K -1,300 -15%
MFC
1006
Mechanics Financial Corp
Ohio
$738K +$16.4K +172 +2%
BAM
1007
Belpointe Asset Management
Nevada
$737K -$829K -8,704 -53%
NSIM
1008
North Star Investment Management
Illinois
$735K -$13.7K -144 -2%
1IA
1009
1834 Investment Advisors
Wisconsin
$733K -$344K -3,618 -32%
MFG
1010
MidWestOne Financial Group
Iowa
$733K -$25K -263 -3%
HA
1011
Herold Advisors
New York
$731K +$190 +2 +0%
CW
1012
CreativeOne Wealth
Kansas
$729K -$125K -1,309 -15%
AOI
1013
Auto-Owners Insurance
Michigan
$729K – – –
III
1014
Independent Investors Inc
New York
$727K – – –
VFPI
1015
Vantage Financial Partners (Illinois)
Illinois
$724K -$4.76K -50 -0.7%
SS
1016
Sunbelt Securities
Texas
$723K +$2.86K +30 +0.4%
SC
1017
Sapient Capital
Indiana
$723K -$129K -1,355 -15%
MMA
1018
Miracle Mile Advisors
California
$721K -$8.19K -86 -1%
CPC
1019
Cookson Peirce & Co
Pennsylvania
$711K -$175K -1,841 -20%
NG
1020
Norden Group
Utah
$710K -$125K -1,315 -15%
KAS
1021
KPP Advisory Services
Kentucky
$709K +$57.2K +601 +9%
CST
1022
Charles Schwab Trust
Nevada
$708K +$18.5K +194 +3%
SM
1023
Sciencast Management
New Jersey
$705K +$691K +7,257 New
TFA
1024
Transamerica Financial Advisors
Florida
$703K – – –
BCM
1025
BluePath Capital Management
Georgia
$702K +$205K +2,152 +42%
39 40
41
42 43

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.