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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 %
CFP
1101
Catalyst Financial Partners
Massachusetts
$847K +$11.3K +90 +1%
CH
1102
Canton Hathaway
Rhode Island
$845K – – –
RR
1103
Robotti Robert
$844K -$62.9K -500 -7%
GFP
1104
Gryphon Financial Partners
Ohio
$839K -$40.9K -325 -5%
IWM
1105
IHT Wealth Management
Illinois
$837K -$266K -2,115 -24%
CA
1106
Claro Advisors
Massachusetts
$836K -$169K -1,347 -17%
RCM
1107
Raleigh Capital Management
North Carolina
$836K -$178K -1,416 -18%
EFMC
1108
Empire Financial Management Company
New York
$833K -$4.15K -33 -0.5%
WBG
1109
Wharton Business Group
Pennsylvania
$833K -$3.14K -25 -0.4%
PTC
1110
Private Trust Company
Ohio
$833K -$107K -852 -11%
SS
1111
Sunbelt Securities
Texas
$832K -$74.4K -592 -8%
CGIM
1112
Capital Group Investment Management
Singapore
$832K – – –
LDB
1113
Lee, Danner & Bass
Tennessee
$832K +$19.2K +153 +2%
HA
1114
Harbor Advisors
Florida
$831K – – –
WA
1115
Waverly Advisors
Alabama
$830K +$347K +2,761 +72%
FAG
1116
Fortitude Advisory Group
Washington
$830K +$5.16K +41 +0.6%
WS
1117
Wedbush Securities
California
$830K +$410K +3,263 +98%
VWA
1118
Visionary Wealth Advisors
Illinois
$829K +$8.55K +68 +1%
BWP
1119
BSW Wealth Partners
Colorado
$829K +$139K +1,103 +20%
EW
1120
Evexia Wealth
Wisconsin
$828K -$122K -875 -13%
JPWM
1121
Jamison Private Wealth Management
Georgia
$825K +$498K +3,962 +152%
CG
1122
Clifford Group
Massachusetts
$824K -$12.7K -101 -2%
LA
1123
Legacy Advisors
Pennsylvania
$819K +$97.9K +779 +14%
SB
1124
Strategic Blueprint
Georgia
$819K -$54.3K -432 -6%
KNW
1125
Kesler Norman & Wride
Utah
$818K -$8.17K -65 -1%
43 44
45
46 47