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Morgan Stanley
MS

Overview Fund Activity

1,850 hedge funds and large institutions have $139B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
Reduced
654
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$667M
2
AIM
Alphinity Investment Management
Australia
+$622M
3
BlackRock
BlackRock
New York
+$460M
4
Franklin Resources
Franklin Resources
California
+$378M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$897M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$767M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$194M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1151
Addison Advisors
Vermont
$528K -$12.4K -119 -2%
HSA
1152
HBK Sorce Advisory
Pennsylvania
$526K +$57K +547 +12%
BSTWA
1153
Blake Schutter Theil Wealth Advisors
Ohio
$526K +$526K +5,046 New
ACM
1154
Arcataur Capital Management
Wisconsin
$522K -$521 -5 -0.1%
VCM
1155
Vivaldi Capital Management
Illinois
$522K -$9.8K -94 -2%
DLP
1156
De Lisle Partners
United Kingdom
$521K +$521K +5,000 New
ACGA
1157
Atlanta Consulting Group Advisors
Georgia
$519K +$519K +4,979 New
EFA
1158
Evernest Financial Advisors
Indiana
$518K -$8.34K -80 -2%
LAM
1159
L2 Asset Management
Massachusetts
$516K +$17.4K +167 +3%
PCMC
1160
Private Capital Management (Colorado)
Colorado
$515K +$37.1K +356 +8%
AC
1161
ASB Consultores
Florida
$515K -$40.9K -392 -7%
RFA
1162
Register Financial Advisors
Georgia
$515K +$313 +3 +0.1%
MIS
1163
Morningstar Investment Services
Illinois
$515K +$77.2K +742 +18%
LGA
1164
Lebenthal Global Advisors
New York
$515K -$12.4K -119 -2%
AC
1165
AlphaCore Capital
California
$513K +$46.5K +446 +10%
GCP
1166
GSA Capital Partners
United Kingdom
$513K +$513K +4,924 New
BB
1167
Bell Bank
North Dakota
$513K -$208 -2 -0%
CWM
1168
Centric Wealth Management
Illinois
$512K +$263 +2 +0.1%
RCAG
1169
Rehmann Capital Advisory Group
Michigan
$511K -$3.44K -33 -0.7%
CAMG
1170
CWA Asset Management Group
Florida
$511K +$511K +4,898 New
BFM
1171
Boston Financial Management
Massachusetts
$510K -$6.15K -59 -1%
Fuller & Thaler Asset Management
1172
Fuller & Thaler Asset Management
California
$507K – – –
AA
1173
Apriem Advisors
California
$506K +$77.1K +740 +18%
DWP
1174
Daymark Wealth Partners
Ohio
$504K +$78.3K +751 +18%
SMWM
1175
Silvia McColl Wealth Management
California
$503K -$25.3K -243 -5%
45 46
47
48 49