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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 %
PWG
1001
Portside Wealth Group
Utah
$1.08M +$64.5K +513 +6%
Capstone Investment Advisors
1002
Capstone Investment Advisors
New York
$1.08M -$2.3M -18,262 -68%
BP
1003
BNP Paribas
France
$1.07M +$640K +5,093 +147%
EGA
1004
E&G Advisors
Texas
$1.07M – – –
OCM
1005
Orion Capital Management
California
$1.06M -$35.2K -280 -3%
PCP
1006
Proficio Capital Partners
Massachusetts
$1.06M +$550K +4,372 +109%
AGP
1007
Autumn Glory Partners
Texas
$1.05M -$570K -4,535 -35%
ADL
1008
Asset Dedication LLC
California
$1.05M -$13.3K -106 -1%
GLA
1009
Good Life Advisors
Pennsylvania
$1.05M -$145K -1,157 -12%
FMC
1010
First Merchants Corp
Indiana
$1.05M +$8.3K +66 +0.8%
HA
1011
Herold Advisors
New York
$1.05M +$58.8K +468 +6%
GH
1012
GAM Holding
Switzerland
$1.05M +$1.05M +8,321 New
BB
1013
Berkshire Bank
Massachusetts
$1.04M +$156K +1,241 +18%
FMP
1014
Financial Management Professionals
Texas
$1.04M +$84.6K +673 +9%
SRC
1015
Sage Rhino Capital
California
$1.04M -$24.4K -194 -2%
BFM
1016
Boston Financial Management
Massachusetts
$1.03M +$417K +3,315 +68%
IWA
1017
Icon Wealth Advisors
Texas
$1.03M -$28.4K -226 -3%
MAMU
1018
Myriad Asset Management US
Florida
$1.03M +$1.03M +8,194 New
NWAG
1019
Net Worth Advisory Group
Utah
$1.03M +$7.17K +57 +0.7%
TPWA
1020
TRUE Private Wealth Advisors
Oregon
$1.03M -$10.8K -86 -1%
CAG
1021
Csenge Advisory Group
Florida
$1.02M -$9.93K -79 -1%
PCA
1022
Prosperity Capital Advisors
Ohio
$1.02M +$6.29K +50 +0.6%
CPIG
1023
Chicago Partners Investment Group
Illinois
$1.02M +$133K +1,044 +15%
SPF
1024
South Plains Financial
Texas
$1.02M +$1.02M +8,082 New
PW
1025
Paladin Wealth
Minnesota
$1.01M -$47.6K -379 -4%
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