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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 %
XT
1126
XTX Topco
Cayman Islands
$810K +$810K +6,445 New
AWA
1127
Arkadios Wealth Advisors
Georgia
$809K -$76.4K -608 -9%
GBT
1128
Grove Bank & Trust
Florida
$803K +$50K +398 +7%
KFS
1129
Kurt F. Somerville
$801K – – –
LFA
1130
Legacy Financial Advisors
Kentucky
$799K +$47.6K +379 +6%
WWM
1131
Western Wealth Management
Colorado
$797K +$22.4K +178 +3%
HC
1132
Hamilton Capital
Ohio
$795K -$426K -3,385 -35%
BONH
1133
Bank of New Hampshire
New Hampshire
$794K +$11.7K +93 +1%
CIAS
1134
CFS Investment Advisory Services
New Jersey
$790K -$9.55K -76 -1%
TCM
1135
Twin Capital Management
Pennsylvania
$787K +$787K +6,257 New
CWM
1136
Chicago Wealth Management
Illinois
$785K – – –
KWM
1137
Kingsview Wealth Management
Oregon
$784K -$47.4K -377 -6%
WF
1138
Welch & Forbes
Massachusetts
$783K -$12.6K -100 -2%
BHBT
1139
Burke & Herbert Bank & Trust
Virginia
$779K – – –
RMP
1140
Richards, Merrill & Peterson
Washington
$779K +$779K +6,200 New
TC
1141
Truvestments Capital
Florida
$777K +$218K +1,738 +39%
RCA
1142
Ranch Capital Advisors
Florida
$777K +$20.6K +164 +3%
RCA
1143
Resonant Capital Advisors
Wisconsin
$775K +$27.2K +216 +4%
PCS
1144
Personal CFO Solutions
New Jersey
$774K -$16.8K -134 -2%
BAM
1145
Belpointe Asset Management
Nevada
$774K +$81.1K +783 +12%
LC
1146
Lindbrook Capital
California
$774K +$9.18K +73 +1%
KA
1147
Kovack Advisors
Florida
$765K +$328K +2,609 +75%
Wolverine Trading
1148
Wolverine Trading
Illinois
$764K +$487K +3,873 +176%
GIA
1149
Gladstone Institutional Advisory
Florida
$757K -$11.8K -94 -2%
RSS
1150
Rosenblum Silverman Sutton
California
$756K -$6.29K -50 -0.8%
44 45
46
47 48