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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 %
LIA
1126
LS Investment Advisors
Michigan
$549K – – –
DWA
1127
Douglass Winthrop Advisors
New York
$548K +$17.9K +184 +3%
EW
1128
Evexia Wealth
Wisconsin
$546K -$2.97K -29 -0.5%
SWP
1129
Strategic Wealth Partners
Ohio
$546K -$49K -504 -8%
PFGIA
1130
Patriot Financial Group Insurance Agency
Massachusetts
$546K -$52.1K -536 -9%
PP
1131
PDS Planning
Ohio
$544K +$12.1K +124 +2%
SCTC
1132
Sanibel Captiva Trust Company
Florida
$543K +$59.7K +614 +12%
KWM
1133
Kingsview Wealth Management
Oregon
$543K +$1.65K +17 +0.3%
MP
1134
McDonald Partners
Ohio
$540K – – –
CIC
1135
Chase Investment Counsel
Virginia
$538K +$538K +5,539 New
BG
1136
Bahl & Gaynor
Ohio
$537K -$2.24K -23 -0.4%
FA
1137
Financial Advisors
Massachusetts
$532K – – –
MSFS
1138
Main Street Financial Solutions
Pennsylvania
$532K +$21K +216 +4%
AIA
1139
Arbor Investment Advisors
North Carolina
$531K -$101K -1,043 -16%
ATC
1140
Adirondack Trust Company
New York
$527K -$3.11K -32 -0.6%
LCM
1141
Lazari Capital Management
California
$526K +$526K +5,409 New
SIA
1142
Strategic Investment Advisors
Michigan
$525K -$45.6K -469 -8%
Two Sigma Advisers
1143
Two Sigma Advisers
New York
$525K -$7.24M -74,500 -93%
CP
1144
Canopy Partners
Ohio
$523K +$2.62K +27 +0.5%
AC
1145
ASB Consultores
Florida
$519K -$380K -3,915 -42%
NFA
1146
Northern Financial Advisors
Michigan
$515K -$875 -9 -0.2%
BIP
1147
Blueprint Investment Partners
North Carolina
$514K -$91K -936 -15%
IWM
1148
Integris Wealth Management
California
$508K – – –
CAS
1149
CTC Alternative Strategies
Illinois
$505K +$505K +5,200 New
OC
1150
Oakworth Capital
Alabama
$505K +$5.15K +53 +1%
44 45
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