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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 %
UAML
1001
US Asset Management LLC
Pennsylvania
$772K -$1.59K -12 -0.2%
MFG
1002
MidWestOne Financial Group
Iowa
$770K -$15.4K -148 -2%
TPW
1003
Transatlantique Private Wealth
New York
$769K +$52K +499 +7%
HPC
1004
HM Payson & Co
Maine
$762K +$150K +1,439 +25%
ACM
1005
AlphaStar Capital Management
North Carolina
$756K +$267K +2,565 +55%
CST
1006
Charles Schwab Trust
Nevada
$756K -$3.02K -29 -0.4%
NSIM
1007
North Star Investment Management
Illinois
$752K -$36.3K -348 -5%
RR
1008
Robotti Robert
$752K – – –
SS
1009
Sunbelt Securities
Texas
$752K -$24.2K -232 -3%
SEIA
1010
Signature Estate & Investment Advisors
California
$750K -$57.4K -551 -7%
GVAG
1011
Great Valley Advisor Group
Delaware
$748K +$64.5K +619 +9%
CI
1012
CX Institutional
Indiana
$744K +$55.9K +536 +8%
BFG
1013
Beacon Financial Group
Texas
$739K -$53.7K -515 -7%
TWM
1014
TriaGen Wealth Management
California
$737K – – –
BB
1015
Berkshire Bank
Massachusetts
$737K +$5K +48 +0.7%
AWA
1016
Arkadios Wealth Advisors
Georgia
$734K -$12.1K -116 -2%
BCM
1017
Brookstone Capital Management
Illinois
$733K +$11.3K +108 +2%
EW
1018
Evexia Wealth
Wisconsin
$731K +$157K +1,459 +27%
OBAM
1019
ODDO BHF Asset Management
France
$730K +$730K +7,000 New
GFP
1020
Gryphon Financial Partners
Ohio
$729K +$2.81K +27 +0.4%
GM
1021
GeoWealth Management
Illinois
$728K -$84.1K -807 -10%
SB
1022
Strategic Blueprint
Georgia
$724K -$7.92K -76 -1%
IC
1023
Inscription Capital
Texas
$724K +$5.84K +56 +0.8%
IA
1024
IFG Advisors
Missouri
$723K – – –
BWG
1025
Beta Wealth Group
California
$722K +$42.2K +405 +6%
39 40
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