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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1176
Arcataur Capital Management
Wisconsin
$487K -$3.33K -35 -0.7%
CWM
1177
Connecticut Wealth Management
Connecticut
$487K +$49.2K +517 +12%
BWP
1178
BSW Wealth Partners
Colorado
$487K +$26.7K +280 +6%
DWM
1179
Diversify Wealth Management
Utah
$487K +$503K +5,285 New
IA
1180
IFP Advisors
Florida
$486K +$67.6K +710 +17%
HW
1181
Hancock Whitney
Mississippi
$484K -$183K -1,925 -28%
FMWA
1182
Forvis Mazars Wealth Advisors
Missouri
$483K -$13.8K -145 -3%
FDCP
1183
Foster Dykema Cabot & Partners
Massachusetts
$483K – – –
PB
1184
Pinnacle Bancorp
Nebraska
$481K +$4.76K +50 +1%
BFM
1185
Boston Financial Management
Massachusetts
$481K -$9.61K -101 -2%
LA
1186
Legacy Advisors
Pennsylvania
$481K +$114K +1,197 +32%
HI
1187
Humankind Investments
New York
$480K +$470K +4,941 New
RCAG
1188
Rehmann Capital Advisory Group
Michigan
$480K +$7.9K +83 +2%
RFA
1189
Register Financial Advisors
Georgia
$480K +$286 +3 +0.1%
BB
1190
Bell Bank
North Dakota
$478K – – –
Fuller & Thaler Asset Management
1191
Fuller & Thaler Asset Management
California
$473K – – –
HIA
1192
Harbor Investment Advisory
Maryland
$472K -$16.5K -173 -3%
LFG
1193
Larson Financial Group
Missouri
$472K +$224K +2,351 +94%
GAG
1194
GM Advisory Group
New York
$471K +$25.4K +267 +6%
AWM
1195
Arista Wealth Management
Nevada
$468K +$458K +4,815 New
RIG
1196
Renaissance Investment Group
Massachusetts
$467K – – –
FC
1197
Forte Capital
New York
$467K +$44.1K +463 +11%
CHP
1198
Cable Hill Partners
Oregon
$466K +$457K +4,797 New
LAM
1199
L2 Asset Management
Massachusetts
$465K +$31.6K +332 +7%
NA
1200
Nottingham Advisors
New York
$465K +$455K +4,784 New
46 47
48
49 50

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.