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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 %
PL
1051
Perpetual Ltd
Australia
$949K -$37.7K -300 -4%
WCA
1052
Westover Capital Advisors
Delaware
$947K -$12.9K -103 -1%
III
1053
Independent Investors Inc
New York
$941K – – –
VAS
1054
Vestmark Advisory Solutions
Massachusetts
$941K +$479K +3,809 +104%
WA
1055
Wealth Alliance
New York
$934K -$158K -1,256 -14%
FTUS
1056
Flow Traders U.S.
New York
$928K +$928K +7,383 New
EFG
1057
Everhart Financial Group
Ohio
$927K +$273K +2,169 +42%
FNFDCM
1058
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$926K -$104K -824 -10%
OA
1059
Operose Advisors
Wisconsin
$925K -$66.8K -531 -7%
ARMT
1060
Amica Retiree Medical Trust
Rhode Island
$921K -$150K -1,189 -14%
SEIA
1061
Signature Estate & Investment Advisors
California
$919K +$14.3K +114 +2%
CI Investments Inc
1062
CI Investments Inc
Ontario, Canada
$913K -$8.12M -64,629 -90%
HPC
1063
HM Payson & Co
Maine
$912K -$6.66K -53 -0.7%
SCM
1064
Shelton Capital Management
Colorado
$911K -$394K -3,132 -30%
LA
1065
LexAurum Advisors
Kansas
$910K +$71.9K +572 +9%
MWM
1066
Mindset Wealth Management
Indiana
$910K -$64.4K -512 -7%
CFO
1067
CVA Family Office
Colorado
$910K +$584K +4,643 +179%
TPW
1068
Transatlantique Private Wealth
New York
$908K -$19.6K -156 -2%
MFG
1069
MidWestOne Financial Group
Iowa
$907K -$21.6K -172 -2%
LFM
1070
LGT Fund Management
Liechtenstein
$907K -$117K -933 -11%
NSIM
1071
North Star Investment Management
Illinois
$906K -$1.51K -12 -0.2%
IF
1072
Intrua Financial
Texas
$904K -$87.8K -698 -9%
HW
1073
Hancock Whitney
Mississippi
$896K +$343K +2,725 +62%
AIC
1074
Argus Investors Counsel
New York
$893K -$289K -2,300 -24%
VF
1075
Vest Financial
Virginia
$893K +$158K +1,259 +22%
41 42
43
44 45