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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 %
HBT
1026
Hills Bank & Trust
Iowa
$713K -$30.6K -294 -4%
MGIA
1027
Moneta Group Investment Advisors
Missouri
$713K +$90.6K +869 +15%
CPC
1028
Cookson Peirce & Co
Pennsylvania
$708K -$54.6K -524 -7%
EHWM
1029
Eads & Heald Wealth Management
Georgia
$705K +$48K +460 +7%
AIA
1030
Affinity Investment Advisors
California
$705K +$3.13K +30 +0.4%
AIM
1031
Anchor Investment Management
South Carolina
$705K -$2.5K -24 -0.4%
1832 Asset Management
1032
1832 Asset Management
Ontario, Canada
$704K -$9.17K -88 -1%
FFA
1033
First Foundation Advisors
California
$702K +$64.7K +621 +10%
MIC
1034
Meridian Investment Counsel
California
$702K -$46.9K -450 -6%
TFA
1035
Transamerica Financial Advisors
Florida
$701K -$52.1K -500 -7%
CH
1036
Canton Hathaway
Rhode Island
$701K – – –
BAM
1037
Belpointe Asset Management
Nevada
$697K -$93.8K -900 -12%
DWM
1038
Diversify Wealth Management
Utah
$697K +$71.7K +606 +11%
LA
1039
LexAurum Advisors
Kansas
$695K -$16.6K -159 -2%
EFMC
1040
Empire Financial Management Company
New York
$694K -$19.5K -187 -3%
CG
1041
Clifford Group
Massachusetts
$693K -$35.3K -339 -5%
WBG
1042
Wharton Business Group
Pennsylvania
$693K +$89.6K +860 +15%
CFP
1043
Catalyst Financial Partners
Massachusetts
$693K +$38.4K +368 +6%
Financial Engines Advisors
1044
Financial Engines Advisors
California
$692K -$4.38K -42 -0.6%
GL
1045
Graypoint LLC
New York
$691K +$50.8K +487 +8%
CGIM
1046
Capital Group Investment Management
Singapore
$690K +$70.2K +673 +11%
KWM
1047
Kingsview Wealth Management
Oregon
$690K +$107K +1,025 +18%
ACM
1048
Advisors Capital Management
New Jersey
$689K +$31.3K +300 +5%
HA
1049
Harbor Advisors
Florida
$689K – – –
EFS
1050
Essex Financial Services
Connecticut
$686K -$3.31K -28 -0.5%
40 41
42
43 44