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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 %
RL
1151
Rogco LP
Oklahoma
$505K +$35.3K +363 +8%
AA
1152
Addison Advisors
Vermont
$504K +$27.6K +284 +6%
RWP
1153
RWA Wealth Partners
Massachusetts
$501K +$205K +2,106 +69%
PBO
1154
Peoples Bank (Ohio)
Ohio
$498K +$14.2K +146 +3%
AWA
1155
Arete Wealth Advisors
Illinois
$497K +$497K +5,135 New
AFP
1156
Ausdal Financial Partners
Iowa
$496K -$680 -7 -0.1%
VCM
1157
Vivaldi Capital Management
Illinois
$496K +$13.6K +140 +3%
SFB
1158
STAR Financial Bank
Indiana
$495K -$72.3K -744 -13%
HCP
1159
Hexagon Capital Partners
Arkansas
$495K -$23.5K -242 -5%
MCCA
1160
Mill Creek Capital Advisors
Pennsylvania
$494K +$91.1K +937 +23%
SFS
1161
Strategic Financial Services
New York
$494K – – –
SMWM
1162
Silvia McColl Wealth Management
California
$492K -$24.3K -250 -5%
LGA
1163
Lebenthal Global Advisors
New York
$492K -$106K -1,086 -18%
CCA
1164
Childress Capital Advisors
Texas
$491K +$27.3K +281 +6%
EFA
1165
Evernest Financial Advisors
Indiana
$491K -$583 -6 -0.1%
BOH
1166
Bank of Hawaii
Hawaii
$489K +$58.7K +604 +14%
NFC
1167
Northeast Financial Consultants
Connecticut
$488K – – –
SW
1168
SlateStone Wealth
Florida
$488K +$389 +4 +0.1%
ACM
1169
Arcataur Capital Management
Wisconsin
$487K -$3.4K -35 -0.7%
CWM
1170
Connecticut Wealth Management
Connecticut
$487K +$50.2K +517 +12%
BWP
1171
BSW Wealth Partners
Colorado
$487K +$27.2K +280 +6%
DWM
1172
Diversify Wealth Management
Utah
$487K +$487K +5,285 New
IA
1173
IFP Advisors
Florida
$486K +$69K +710 +17%
HW
1174
Hancock Whitney
Mississippi
$484K -$187K -1,925 -28%
FMWA
1175
Forvis Mazars Wealth Advisors
Missouri
$483K -$14.1K -145 -3%
45 46
47
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