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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 %
CP
1076
Clarendon Private
Massachusetts
$892K +$892K +7,098 New
EHWM
1077
Eads & Heald Wealth Management
Georgia
$891K +$40.5K +322 +5%
TWM
1078
TriaGen Wealth Management
California
$889K – – –
GL
1079
Graypoint LLC
New York
$887K +$53.3K +424 +6%
MSFS
1080
Main Street Financial Solutions
Pennsylvania
$887K +$395K +3,143 +80%
MWM
1081
Mission Wealth Management
California
$881K -$129K -1,024 -13%
OBAM
1082
ODDO BHF Asset Management
France
$880K – – –
SLWA
1083
San Luis Wealth Advisors
California
$879K +$52.7K +419 +6%
RMDI
1084
R.M. Davis Inc
Maine
$877K +$125K +993 +17%
MYIA
1085
Mount Yale Investment Advisors
Colorado
$876K -$356K -2,828 -29%
GVAG
1086
Great Valley Advisor Group
Delaware
$875K -$26.4K -210 -3%
BFG
1087
Beacon Financial Group
Texas
$874K -$16.8K -134 -2%
SAG
1088
SageView Advisory Group
California
$872K +$45.4K +361 +5%
IA
1089
IFG Advisors
Missouri
$871K – – –
HFM
1090
Harvest Fund Management
China
$871K +$606K +4,820 +229%
SAM
1091
Sompo Asset Management
Japan
$866K -$140K -1,110 -14%
RMAM
1092
Raab & Moskowitz Asset Management
New Jersey
$864K +$406K +3,232 +89%
SMA
1093
Sage Mountain Advisors
Georgia
$860K +$86.6K +689 +11%
TWP
1094
Triad Wealth Partners
Kansas
$858K +$858K +6,821 New
HBT
1095
Hills Bank & Trust
Iowa
$855K -$5.66K -45 -0.7%
MGIA
1096
Moneta Group Investment Advisors
Missouri
$851K -$9.18K -73 -1%
AIA
1097
Affinity Investment Advisors
California
$850K – – –
MIM
1098
Morningstar Investment Management
Illinois
$849K -$1.62M -12,843 -66%
JIC
1099
Johnson Investment Counsel
Ohio
$847K +$184K +1,463 +28%
MIC
1100
Meridian Investment Counsel
California
$847K – – –
42 43
44
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