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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1051
LexAurum Advisors
Kansas
$663K -$16.4K -172 -2%
AIM
1052
Anchor Investment Management
South Carolina
$659K +$43.5K +457 +7%
PCA
1053
Prosperity Capital Advisors
Ohio
$658K -$256K -2,691 -28%
ZIM
1054
Zacks Investment Management
Illinois
$658K +$644K +6,770 New
AIA
1055
Affinity Investment Advisors
California
$654K -$857 -9 -0.1%
CH
1056
Canton Hathaway
Rhode Island
$654K – – –
TPW
1057
Transatlantique Private Wealth
New York
$652K -$3.9K -41 -0.6%
WF
1058
Welch & Forbes
Massachusetts
$650K +$13.4K +141 +2%
Financial Engines Advisors
1059
Financial Engines Advisors
California
$649K -$29.9K -314 -4%
AIA
1060
Alera Investment Advisors
Illinois
$648K -$378K -3,972 -37%
HA
1061
Harbor Advisors
Florida
$642K – – –
CI
1062
CX Institutional
Indiana
$642K +$39.2K +412 +7%
WCM
1063
Washburn Capital Management
Florida
$639K -$82.3K -865 -12%
FAG
1064
Fortitude Advisory Group
Washington
$638K -$260K -2,735 -29%
GVAG
1065
Great Valley Advisor Group
Delaware
$637K +$32.1K +337 +5%
VWA
1066
Visionary Wealth Advisors
Illinois
$636K -$1.33K -14 -0.2%
BWG
1067
Beta Wealth Group
California
$634K +$19.5K +205 +3%
SAM
1068
Smartleaf Asset Management
Massachusetts
$633K +$189K +1,985 +43%
AGM
1069
Alpine Global Management
New York
$632K +$619K +6,500 New
GCM
1070
Graham Capital Management
Connecticut
$629K +$616K +6,468 New
LDB
1071
Lee, Danner & Bass
Tennessee
$628K +$615K +6,463 New
KFS
1072
Kurt F. Somerville
$625K – – –
SCA
1073
Sippican Capital Advisors
Massachusetts
$625K – – –
PAS
1074
Point72 Asia (Singapore)
Singapore
$622K +$391K +4,110 +179%
PCS
1075
Personal CFO Solutions
New Jersey
$620K -$12.9K -136 -2%
41 42
43
44 45

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.