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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 %
RCA
1101
Ranch Capital Advisors
Florida
$580K +$26.6K +274 +5%
MC
1102
Moors & Cabot
Massachusetts
$580K -$58.6K -603 -9%
CGIM
1103
Capital Group Investment Management
Singapore
$578K – – –
IWA
1104
Icon Wealth Advisors
Texas
$576K -$68.8K -667 -11%
NHC
1105
Nicholas Hoffman & Company
Georgia
$576K +$194 +2 +0%
RAM
1106
Ramirez Asset Management
New York
$572K -$204K -2,100 -26%
HPC
1107
HM Payson & Co
Maine
$571K -$22.4K -230 -4%
RLIM
1108
Red Lighthouse Investment Management
New York
$568K -$15.2K -156 -3%
CFMC
1109
Curbstone Financial Management Corp
New Hampshire
$567K +$19.4K +200 +4%
UAML
1110
US Asset Management LLC
Pennsylvania
$566K -$28.3K -291 -5%
SMA
1111
Sage Mountain Advisors
Georgia
$565K +$145K +1,492 +35%
WCA
1112
Westover Capital Advisors
Delaware
$564K – – –
FFM
1113
Fullerton Fund Management
Singapore
$564K – – –
WBG
1114
Wharton Business Group
Pennsylvania
$563K – – –
HWA
1115
Heritage Wealth Advisors
Virginia
$562K +$583 +6 +0.1%
BFG
1116
Berger Financial Group
Minnesota
$561K -$5.25K -54 -0.9%
RCA
1117
Resonant Capital Advisors
Wisconsin
$561K +$84.7K +871 +18%
PWLP
1118
Prio Wealth Limited Partnership
Massachusetts
$560K -$64.9K -668 -10%
LCGC
1119
Legacy Capital Group California
California
$558K +$5.54K +57 +1%
CA
1120
Calton & Associates
Florida
$556K +$292 +3 +0.1%
WE
1121
Wealth Effects
Massachusetts
$554K -$5.44K -56 -1%
LC
1122
Lindbrook Capital
California
$553K +$31.6K +325 +6%
SC
1123
Syon Capital
California
$553K +$16.2K +167 +3%
CD
1124
Chapin Davis
Maryland
$552K -$13.5K -139 -2%
EFS
1125
Essex Financial Services
Connecticut
$551K -$21.2K -224 -4%
43 44
45
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