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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 %
SC
1101
Syon Capital
California
$608K +$14.8K +142 +2%
BFG
1102
Berger Financial Group
Minnesota
$608K +$6.78K +65 +1%
TCM
1103
Teza Capital Management
Illinois
$605K -$7.56M -72,531 -93%
FHA
1104
Flagship Harbor Advisors
Massachusetts
$605K +$605K +5,802 New
SRC
1105
Shufro Rose & Co
New York
$605K – – –
CIC
1106
Chase Investment Counsel
Virginia
$604K +$27.5K +264 +5%
CFMC
1107
Curbstone Financial Management Corp
New Hampshire
$602K -$5.84K -56 -1%
PWLP
1108
Prio Wealth Limited Partnership
Massachusetts
$601K – – –
LA
1109
Legacy Advisors
Pennsylvania
$598K +$82.8K +794 +16%
ACM
1110
Aljian Capital Management
Nevada
$598K +$598K +5,734 New
LA
1111
LM Advisors
California
$596K -$625K -6,000 -51%
PP
1112
PDS Planning
Ohio
$596K +$12K +115 +2%
SVWAG
1113
Sound View Wealth Advisors Group
Georgia
$595K +$126K +1,211 +27%
WE
1114
Wealth Effects
Massachusetts
$594K – – –
WCM
1115
Washburn Capital Management
Florida
$592K -$93.4K -896 -14%
RSWM
1116
Robertson Stephens Wealth Management
California
$587K -$62.9K -603 -10%
SSWM
1117
Strait & Sound Wealth Management
California
$585K +$105K +1,009 +22%
CD
1118
Chapin Davis
Maryland
$582K -$9.48K -91 -2%
GWMR
1119
GC Wealth Management RIA
Massachusetts
$579K +$579K +5,551 New
DWA
1120
Douglass Winthrop Advisors
New York
$574K -$14.5K -139 -2%
PB
1121
Pinnacle Bancorp
Nebraska
$572K +$56.3K +540 +11%
BWP
1122
BSW Wealth Partners
Colorado
$572K +$50K +480 +10%
LCM
1123
Lazari Capital Management
California
$572K +$7.71K +74 +1%
FA
1124
Financial Advisors
Massachusetts
$571K – – –
PFGIA
1125
Patriot Financial Group Insurance Agency
Massachusetts
$570K -$15.5K -149 -3%
43 44
45
46 47