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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 %
PI
1151
Parkside Investments
Illinois
$754K -$754K -6,000 -50%
ERIC
1152
Eagle Rock Investment Company
Georgia
$754K – – –
DWM
1153
Diversify Wealth Management
Utah
$750K +$22.6K +183 +3%
SCA
1154
Sippican Capital Advisors
Massachusetts
$748K -$12.6K -100 -2%
NHC
1155
Nicholas Hoffman & Company
Georgia
$745K – – –
JE
1156
JMAC Enterprises
Pennsylvania
$742K -$352K -2,800 -32%
GFG
1157
Goldstone Financial Group
Illinois
$741K +$155K +1,232 +26%
RAM
1158
Ramirez Asset Management
New York
$740K – – –
BPC
1159
Bearing Point Capital
Minnesota
$737K +$737K +5,859 New
CCM
1160
CAAS Capital Management
New York
$735K +$735K +5,850 New
BFG
1161
Berger Financial Group
Minnesota
$735K +$1.38K +11 +0.2%
T. Rowe Price Investment Management
1162
T. Rowe Price Investment Management
Maryland
$733K -$5.97M -47,449 -89%
SRC
1163
Shufro Rose & Co
New York
$733K -$49K -390 -6%
UAML
1164
US Asset Management LLC
Pennsylvania
$731K – – –
BPCE
1165
Bank Pictet & Cie (Europe)
Germany
$730K -$63.7K -507 -8%
SSWM
1166
Strait & Sound Wealth Management
California
$729K +$24.1K +192 +3%
EFS
1167
Essex Financial Services
Connecticut
$729K -$629 -5 -0.1%
CIC
1168
Chase Investment Counsel
Virginia
$726K -$3.14K -25 -0.4%
CCIA
1169
Campbell & Co Investment Adviser
Maryland
$724K +$724K +5,762 New
YWM
1170
Yardley Wealth Management
Pennsylvania
$724K +$724K +6,304 New
RSWM
1171
Robertson Stephens Wealth Management
California
$724K +$15.6K +124 +2%
FCG
1172
Fielder Capital Group
Tennessee
$723K -$101K -802 -12%
LA
1173
LM Advisors
California
$719K – – –
ACM
1174
Aljian Capital Management
Nevada
$718K -$3.27K -26 -0.5%
SVWAG
1175
Sound View Wealth Advisors Group
Georgia
$715K -$2.51K -20 -0.4%
45 46
47
48 49