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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 %
TPW
1051
Transatlantique Private Wealth
New York
$652K -$3.89K -41 -0.6%
WF
1052
Welch & Forbes
Massachusetts
$650K +$14.3K +141 +2%
Financial Engines Advisors
1053
Financial Engines Advisors
California
$649K -$30.5K -314 -4%
AIA
1054
Alera Investment Advisors
Illinois
$648K -$386K -3,972 -37%
HA
1055
Harbor Advisors
Florida
$642K – – –
CI
1056
CX Institutional
Indiana
$642K +$40K +412 +7%
WCM
1057
Washburn Capital Management
Florida
$639K -$84.1K -865 -12%
FAG
1058
Fortitude Advisory Group
Washington
$638K -$266K -2,735 -29%
GVAG
1059
Great Valley Advisor Group
Delaware
$637K +$32.8K +337 +5%
VWA
1060
Visionary Wealth Advisors
Illinois
$636K -$1.36K -14 -0.2%
BWG
1061
Beta Wealth Group
California
$634K +$19.9K +205 +3%
SAM
1062
Smartleaf Asset Management
Massachusetts
$633K +$190K +1,985 +43%
AGM
1063
Alpine Global Management
New York
$632K +$632K +6,500 New
GCM
1064
Graham Capital Management
Connecticut
$629K +$629K +6,468 New
LDB
1065
Lee, Danner & Bass
Tennessee
$628K +$628K +6,463 New
KFS
1066
Kurt F. Somerville
$625K – – –
SCA
1067
Sippican Capital Advisors
Massachusetts
$625K – – –
PAS
1068
Point72 Asia (Singapore)
Singapore
$622K +$399K +4,110 +179%
PCS
1069
Personal CFO Solutions
New Jersey
$620K -$13.2K -136 -2%
AWA
1070
Aaron Wealth Advisors
Illinois
$618K +$64K +658 +12%
EHWM
1071
Eads & Heald Wealth Management
Georgia
$613K +$71.6K +736 +13%
ACM
1072
Advisors Capital Management
New Jersey
$613K +$101K +1,039 +20%
GBT
1073
Grove Bank & Trust
Florida
$612K -$1.85K -19 -0.3%
CFP
1074
Catalyst Financial Partners
Massachusetts
$610K +$26.4K +272 +5%
CWM
1075
Chicago Wealth Management
Illinois
$607K – – –
41 42
43
44 45