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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 %
KAS
1026
KPP Advisory Services
Kentucky
$1.01M +$33.1K +263 +3%
PAMG
1027
Patton Albertson Miller Group
Tennessee
$1.01M +$7.54K +60 +0.8%
RIL
1028
Rothschild Investment LLC
Illinois
$1M +$11.9K +95 +1%
ACM
1029
Advisors Capital Management
New Jersey
$1M +$171K +1,358 +21%
TM
1030
TigerOak Management
New Mexico
$998K +$998K +7,942 New
HFM
1031
Hartford Funds Management
Pennsylvania
$989K -$658K -5,233 -40%
CAM
1032
Cidel Asset Management
Ontario, Canada
$984K -$41.1K -327 -4%
CCM
1033
Corsair Capital Management
New York
$982K -$23.8K -189 -2%
MFC
1034
Mechanics Financial Corp
Ohio
$979K -$4.4K -35 -0.4%
CIM
1035
CIM Investment Management
Pennsylvania
$978K -$1.26K -10 -0.1%
BCM
1036
Brookstone Capital Management
Illinois
$975K +$91.3K +726 +10%
SDAM
1037
Shulman DeMeo Asset Management
New York
$971K +$1.38K +11 +0.1%
IA
1038
IFP Advisors
Florida
$971K -$130K -1,038 -12%
CST
1039
Charles Schwab Trust
Nevada
$971K +$59.3K +472 +7%
CPC
1040
Cookson Peirce & Co
Pennsylvania
$970K +$116K +926 +14%
RWP
1041
RWA Wealth Partners
Massachusetts
$969K +$286K +2,272 +42%
BSA
1042
Bull Street Advisors
Georgia
$965K -$6.28K -50 -0.6%
WPW
1043
Waldron Private Wealth
Pennsylvania
$964K +$26.4K +210 +3%
RFA
1044
Resurgent Financial Advisors
Georgia
$962K -$23.5K -187 -2%
BOS
1045
Bank of Stockton
California
$958K +$7.42K +59 +0.8%
NAS
1046
Nicolet Advisory Services
Wisconsin
$958K +$20.2K +164 +2%
CI
1047
CX Institutional
Indiana
$956K +$58.5K +465 +7%
ICP
1048
Impact Capital Partners
Colorado
$954K +$954K +7,585 New
GCA
1049
Genesee Capital Advisors
New York
$953K -$22.4K -178 -2%
BCG
1050
Breakwater Capital Group
New Jersey
$952K -$6.54K -52 -0.7%
40 41
42
43 44