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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 %
SAG
1051
SageView Advisory Group
California
$685K -$545K -5,228 -44%
ZIM
1052
Zacks Investment Management
Illinois
$685K -$20.5K -197 -3%
KNW
1053
Kesler Norman & Wride
Utah
$685K -$32.6K -313 -5%
SLWA
1054
San Luis Wealth Advisors
California
$685K +$357K +3,427 +109%
FAG
1055
Fortitude Advisory Group
Washington
$684K – – –
FCG
1056
Fielder Capital Group
Tennessee
$683K +$443K +4,248 +184%
VWA
1057
Visionary Wealth Advisors
Illinois
$681K -$1.77K -17 -0.3%
AIA
1058
Arbor Investment Advisors
North Carolina
$676K +$107K +1,030 +19%
LDB
1059
Lee, Danner & Bass
Tennessee
$674K – – –
KFS
1060
Kurt F. Somerville
$665K -$5.73K -55 -0.9%
AIA
1061
Alera Investment Advisors
Illinois
$663K -$31.7K -304 -5%
CIAS
1062
CFS Investment Advisory Services
New Jersey
$663K -$657K -6,304 -50%
WF
1063
Welch & Forbes
Massachusetts
$660K -$8.24K -79 -1%
BPCE
1064
Bank Pictet & Cie (Europe)
Germany
$658K +$7.92K +76 +1%
PCS
1065
Personal CFO Solutions
New Jersey
$656K -$8.65K -83 -1%
SF
1066
Symphony Financial
Texas
$655K +$266K +2,539 +68%
CWM
1067
Chicago Wealth Management
Illinois
$651K – – –
BONH
1068
Bank of New Hampshire
New Hampshire
$648K -$230K -2,203 -26%
JFG
1069
Jefferies Financial Group
New York
$648K +$648K +6,215 New
BHBT
1070
Burke & Herbert Bank & Trust
Virginia
$646K – – –
WWM
1071
Western Wealth Management
Colorado
$642K +$18.6K +178 +3%
SMA
1072
Sage Mountain Advisors
Georgia
$641K +$35.9K +344 +6%
CFG
1073
Copley Financial Group
California
$641K +$641K +6,149 New
GIA
1074
Gladstone Institutional Advisory
Florida
$637K +$1.25K +12 +0.2%
Empower Advisory Group
1075
Empower Advisory Group
Colorado
$637K +$2.4K +23 +0.4%
41 42
43
44 45