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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 %
AWA
1026
Arkadios Wealth Advisors
Georgia
$696K +$218K +2,245 +46%
CPC
1027
Congress Park Capital
New York
$695K -$82.4K -848 -11%
HBT
1028
Hills Bank & Trust
Iowa
$694K – – –
RIA
1029
Regal Investment Advisors
Michigan
$689K -$2.62K -27 -0.4%
TWM
1030
TriaGen Wealth Management
California
$687K -$3.6K -37 -0.5%
SB
1031
Strategic Blueprint
Georgia
$683K +$17.8K +183 +3%
BB
1032
Berkshire Bank
Massachusetts
$682K -$88.2K -907 -11%
PWG
1033
Portside Wealth Group
Utah
$681K -$54K -556 -7%
LFA
1034
Legacy Financial Advisors
Kentucky
$680K +$108K +1,107 +19%
CG
1035
Clifford Group
Massachusetts
$679K -$10.7K -110 -2%
GFP
1036
Gryphon Financial Partners
Ohio
$677K +$151K +1,551 +29%
QP
1037
Quilter Plc
United Kingdom
$674K – – –
IA
1038
IFG Advisors
Missouri
$674K – – –
RFA
1039
Resurgent Financial Advisors
Georgia
$671K -$23.2K -239 -3%
IC
1040
Inscription Capital
Texas
$669K +$778 +8 +0.1%
KNW
1041
Kesler Norman & Wride
Utah
$669K -$13K -134 -2%
CPIG
1042
Chicago Partners Investment Group
Illinois
$667K +$10.8K +104 +2%
EFMC
1043
Empire Financial Management Company
New York
$666K +$30.2K +311 +5%
1832 Asset Management
1044
1832 Asset Management
Ontario, Canada
$665K -$101K -1,044 -13%
LA
1045
LexAurum Advisors
Kansas
$663K -$16.7K -172 -2%
AIM
1046
Anchor Investment Management
South Carolina
$659K +$44.4K +457 +7%
PCA
1047
Prosperity Capital Advisors
Ohio
$658K -$262K -2,691 -28%
ZIM
1048
Zacks Investment Management
Illinois
$658K +$658K +6,770 New
AIA
1049
Affinity Investment Advisors
California
$654K -$875 -9 -0.1%
CH
1050
Canton Hathaway
Rhode Island
$654K – – –
40 41
42
43 44