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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 %
RSWM
1076
Robertson Stephens Wealth Management
California
$606K -$69.4K -714 -10%
CFG
1077
Cooper Financial Group
California
$606K -$234K -2,405 -28%
BPCE
1078
Bank Pictet & Cie (Europe)
Germany
$606K +$9.04K +93 +2%
SRC
1079
Shufro Rose & Co
New York
$605K -$19.4K -200 -3%
BHBT
1080
Burke & Herbert Bank & Trust
Virginia
$603K -$486 -5 -0.1%
GL
1081
Graypoint LLC
New York
$597K +$83.2K +856 +16%
VI
1082
Versor Investments
New York
$595K +$595K +6,122 New
FFA
1083
First Foundation Advisors
California
$595K -$39.3K -404 -6%
GIA
1084
Gladstone Institutional Advisory
Florida
$593K -$3.2M -32,904 -84%
GC
1085
Gratus Capital
Georgia
$593K +$59.3K +610 +11%
BSW
1086
Buckingham Strategic Wealth
Missouri
$592K -$87.8K -903 -13%
Empower Advisory Group
1087
Empower Advisory Group
Colorado
$592K -$231K -2,374 -28%
CS
1088
Capital Square
Tennessee
$590K – – –
P
1089
&Partners
Tennessee
$590K +$590K +6,068 New
RSS
1090
Rosenblum Silverman Sutton
California
$590K +$31.6K +325 +6%
BWP
1091
Barlow Wealth Partners
Kentucky
$590K – – –
SIM
1092
Sentry Investment Management
Wisconsin
$588K -$120K -1,239 -17%
M1FG
1093
Mach-1 Financial Group
Arkansas
$587K +$55.3K +569 +10%
OIM
1094
Orca Investment Management
Oregon
$587K -$2.82K -29 -0.5%
TCM
1095
Tributary Capital Management
Nebraska
$586K +$316K +3,250 +117%
FAT
1096
First American Trust
California
$584K +$55.3K +569 +10%
ERIC
1097
Eagle Rock Investment Company
Georgia
$583K – – –
WWM
1098
Western Wealth Management
Colorado
$582K -$39.8K -409 -6%
RMDI
1099
R.M. Davis Inc
Maine
$581K +$100K +1,034 +21%
MGIA
1100
Moneta Group Investment Advisors
Missouri
$580K +$30.3K +312 +6%
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