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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 %
BAM
1001
Belpointe Asset Management
Nevada
$737K -$846K -8,704 -53%
NSIM
1002
North Star Investment Management
Illinois
$735K -$14K -144 -2%
1IA
1003
1834 Investment Advisors
Wisconsin
$733K -$352K -3,618 -32%
MFG
1004
MidWestOne Financial Group
Iowa
$733K -$25.6K -263 -3%
HA
1005
Herold Advisors
New York
$731K +$194 +2 +0%
CW
1006
CreativeOne Wealth
Kansas
$729K -$127K -1,309 -15%
AOI
1007
Auto-Owners Insurance
Michigan
$729K – – –
III
1008
Independent Investors Inc
New York
$727K – – –
VFPI
1009
Vantage Financial Partners (Illinois)
Illinois
$724K -$4.86K -50 -0.7%
SS
1010
Sunbelt Securities
Texas
$723K +$2.92K +30 +0.4%
SC
1011
Sapient Capital
Indiana
$723K -$132K -1,355 -15%
MMA
1012
Miracle Mile Advisors
California
$721K -$8.36K -86 -1%
CPC
1013
Cookson Peirce & Co
Pennsylvania
$711K -$179K -1,841 -20%
NG
1014
Norden Group
Utah
$710K -$128K -1,315 -15%
KAS
1015
KPP Advisory Services
Kentucky
$709K +$58.4K +601 +9%
CST
1016
Charles Schwab Trust
Nevada
$708K +$18.9K +194 +3%
SM
1017
Sciencast Management
New Jersey
$705K +$705K +7,257 New
TFA
1018
Transamerica Financial Advisors
Florida
$703K – – –
BCM
1019
BluePath Capital Management
Georgia
$702K +$209K +2,152 +42%
RR
1020
Robotti Robert
$701K – – –
FDS
1021
First Dallas Securities
Texas
$701K -$34K -350 -5%
PTC
1022
Private Trust Company
Ohio
$700K +$14K +144 +2%
BOS
1023
Bank of Stockton
California
$699K +$73.4K +755 +12%
CDH
1024
Charles D. Hyman
$699K – – –
MIC
1025
Meridian Investment Counsel
California
$698K +$7.29K +75 +1%
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