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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 %
LC
1076
Lindbrook Capital
California
$634K +$40.4K +388 +7%
AIM
1077
Aigen Investment Management
New York
$633K +$633K +6,070 New
RSS
1078
Rosenblum Silverman Sutton
California
$632K – – –
SIM
1079
Sentry Investment Management
Wisconsin
$631K – – –
SCA
1080
Sippican Capital Advisors
Massachusetts
$631K -$39.5K -379 -6%
DM
1081
Deerfield Management
New York
$631K +$631K +6,049 New
RCA
1082
Ranch Capital Advisors
Florida
$627K +$5.21K +50 +0.8%
QP
1083
Quilter Plc
United Kingdom
$627K -$96.4K -925 -13%
ERIC
1084
Eagle Rock Investment Company
Georgia
$625K – – –
MWM
1085
Mosley Wealth Management
California
$625K +$71.2K +602 +13%
GBT
1086
Grove Bank & Trust
Florida
$624K -$32.7K -314 -5%
RMDI
1087
R.M. Davis Inc
Maine
$624K +$208 +2 +0%
LFA
1088
Legacy Financial Advisors
Kentucky
$623K -$107K -1,022 -15%
BWP
1089
Barlow Wealth Partners
Kentucky
$622K – – –
RCA
1090
Resonant Capital Advisors
Wisconsin
$620K +$18.6K +178 +3%
JF
1091
Jump Financial
Illinois
$618K -$464K -4,456 -43%
NHC
1092
Nicholas Hoffman & Company
Georgia
$618K – – –
FDS
1093
First Dallas Securities
Texas
$616K -$136K -1,300 -18%
SWP
1094
Strategic Wealth Partners
Ohio
$615K +$30.1K +289 +5%
RAM
1095
Ramirez Asset Management
New York
$614K – – –
M1FG
1096
Mach-1 Financial Group
Arkansas
$612K -$18.3K -176 -3%
FAT
1097
First American Trust
California
$611K -$15.8K -152 -3%
TCM
1098
Tributary Capital Management
Nebraska
$610K -$18.8K -180 -3%
RLIM
1099
Red Lighthouse Investment Management
New York
$609K -$104 -1 -0%
VF
1100
Vest Financial
Virginia
$609K +$609K +5,841 New
42 43
44
45 46