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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
CA
1126
Calton & Associates
Florida
$556K +$286 +3 +0.1%
WE
1127
Wealth Effects
Massachusetts
$554K -$5.33K -56 -1%
LC
1128
Lindbrook Capital
California
$553K +$30.9K +325 +6%
SC
1129
Syon Capital
California
$553K +$15.9K +167 +3%
CD
1130
Chapin Davis
Maryland
$552K -$13.2K -139 -2%
EFS
1131
Essex Financial Services
Connecticut
$551K -$21.3K -224 -4%
LIA
1132
LS Investment Advisors
Michigan
$549K – – –
DWA
1133
Douglass Winthrop Advisors
New York
$548K +$17.5K +184 +3%
EW
1134
Evexia Wealth
Wisconsin
$546K -$2.76K -29 -0.5%
SWP
1135
Strategic Wealth Partners
Ohio
$546K -$48K -504 -8%
PFGIA
1136
Patriot Financial Group Insurance Agency
Massachusetts
$546K -$51K -536 -9%
PP
1137
PDS Planning
Ohio
$544K +$11.8K +124 +2%
SCTC
1138
Sanibel Captiva Trust Company
Florida
$543K +$58.4K +614 +12%
KWM
1139
Kingsview Wealth Management
Oregon
$543K +$1.62K +17 +0.3%
MP
1140
McDonald Partners
Ohio
$540K – – –
CIC
1141
Chase Investment Counsel
Virginia
$538K +$527K +5,539 New
BG
1142
Bahl & Gaynor
Ohio
$537K -$2.19K -23 -0.4%
FA
1143
Financial Advisors
Massachusetts
$532K – – –
MSFS
1144
Main Street Financial Solutions
Pennsylvania
$532K +$20.6K +216 +4%
AIA
1145
Arbor Investment Advisors
North Carolina
$531K -$99.3K -1,043 -16%
ATC
1146
Adirondack Trust Company
New York
$527K -$3.05K -32 -0.6%
LCM
1147
Lazari Capital Management
California
$526K +$515K +5,409 New
SIA
1148
Strategic Investment Advisors
Michigan
$525K -$44.6K -469 -8%
Two Sigma Advisers
1149
Two Sigma Advisers
New York
$525K -$7.09M -74,500 -93%
FHA
1150
Flagship Harbor Advisors
Massachusetts
$524K +$513K +5,391 New
44 45
46
47 48

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.