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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 %
FDCP
1176
Foster Dykema Cabot & Partners
Massachusetts
$483K – – –
PB
1177
Pinnacle Bancorp
Nebraska
$481K +$4.86K +50 +1%
BFM
1178
Boston Financial Management
Massachusetts
$481K -$9.82K -101 -2%
LA
1179
Legacy Advisors
Pennsylvania
$481K +$116K +1,197 +32%
HI
1180
Humankind Investments
New York
$480K +$480K +4,941 New
RCAG
1181
Rehmann Capital Advisory Group
Michigan
$480K +$8.07K +83 +2%
RFA
1182
Register Financial Advisors
Georgia
$480K +$292 +3 +0.1%
BB
1183
Bell Bank
North Dakota
$478K – – –
Fuller & Thaler Asset Management
1184
Fuller & Thaler Asset Management
California
$473K – – –
HIA
1185
Harbor Investment Advisory
Maryland
$472K -$16.8K -173 -3%
LFG
1186
Larson Financial Group
Missouri
$472K +$228K +2,351 +94%
GAG
1187
GM Advisory Group
New York
$471K +$26K +267 +6%
AWM
1188
Arista Wealth Management
Nevada
$468K +$468K +4,815 New
RIG
1189
Renaissance Investment Group
Massachusetts
$467K – – –
FC
1190
Forte Capital
New York
$467K +$45K +463 +11%
CHP
1191
Cable Hill Partners
Oregon
$466K +$466K +4,797 New
LAM
1192
L2 Asset Management
Massachusetts
$465K +$32.3K +332 +7%
NA
1193
Nottingham Advisors
New York
$465K +$465K +4,784 New
CB
1194
CNB Bank
Pennsylvania
$464K -$275K -2,826 -37%
EA
1195
Everpar Advisors
Oklahoma
$464K -$18.6K -191 -4%
MW
1196
Marcum Wealth
Ohio
$462K +$12.6K +130 +3%
WH
1197
Willner & Heller
California
$461K -$36.3K -374 -7%
BONST
1198
Bank of Nova Scotia Trust
Ontario, Canada
$459K -$94.6K -973 -17%
ECM
1199
Evergreen Capital Management
Washington
$459K +$99.9K +1,028 +28%
I2I
1200
Insight 2811 Inc
Illinois
$459K – – –
46 47
48
49 50