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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
Tributary Capital Management
Nebraska
$586K +$309K +3,250 +117%
FAT
1102
First American Trust
California
$584K +$54.2K +569 +10%
ERIC
1103
Eagle Rock Investment Company
Georgia
$583K – – –
WWM
1104
Western Wealth Management
Colorado
$582K -$38.9K -409 -6%
RMDI
1105
R.M. Davis Inc
Maine
$581K +$98.4K +1,034 +21%
MGIA
1106
Moneta Group Investment Advisors
Missouri
$580K +$29.7K +312 +6%
RCA
1107
Ranch Capital Advisors
Florida
$580K +$26.1K +274 +5%
MC
1108
Moors & Cabot
Massachusetts
$580K -$57.4K -603 -9%
CGIM
1109
Capital Group Investment Management
Singapore
$578K – – –
IWA
1110
Icon Wealth Advisors
Texas
$576K -$63.5K -667 -11%
NHC
1111
Nicholas Hoffman & Company
Georgia
$576K +$190 +2 +0%
RAM
1112
Ramirez Asset Management
New York
$572K -$200K -2,100 -26%
HPC
1113
HM Payson & Co
Maine
$571K -$21.9K -230 -4%
RLIM
1114
Red Lighthouse Investment Management
New York
$568K -$14.8K -156 -3%
CFMC
1115
Curbstone Financial Management Corp
New Hampshire
$567K +$19K +200 +4%
UAML
1116
US Asset Management LLC
Pennsylvania
$566K -$27.7K -291 -5%
SMA
1117
Sage Mountain Advisors
Georgia
$565K +$142K +1,492 +35%
WCA
1118
Westover Capital Advisors
Delaware
$564K – – –
FFM
1119
Fullerton Fund Management
Singapore
$564K – – –
WBG
1120
Wharton Business Group
Pennsylvania
$563K – – –
HWA
1121
Heritage Wealth Advisors
Virginia
$562K +$571 +6 +0.1%
BFG
1122
Berger Financial Group
Minnesota
$561K -$5.14K -54 -0.9%
RCA
1123
Resonant Capital Advisors
Wisconsin
$561K +$82.9K +871 +18%
PWLP
1124
Prio Wealth Limited Partnership
Massachusetts
$560K -$63.6K -668 -10%
LCGC
1125
Legacy Capital Group California
California
$558K +$5.43K +57 +1%
43 44
45
46 47

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.