MS icon

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 %
1IA
1176
1834 Investment Advisors
Wisconsin
$502K -$284K -2,729 -36%
AWM
1177
Arista Wealth Management
Nevada
$502K – – –
CWM
1178
Connecticut Wealth Management
Connecticut
$500K -$22.5K -216 -4%
VFA
1179
Voya Financial Advisors
Connecticut
$499K +$116K +1,113 +30%
WH
1180
Willner & Heller
California
$499K +$4.59K +44 +0.9%
ECM
1181
Evergreen Capital Management
Washington
$497K +$4.9K +47 +1%
BONST
1182
Bank of Nova Scotia Trust
Ontario, Canada
$497K +$4.07K +39 +0.8%
I2I
1183
Insight 2811 Inc
Illinois
$492K – – –
CB
1184
CNB Bank
Pennsylvania
$491K -$6.78K -65 -1%
DIP
1185
DT Investment Partners
Pennsylvania
$487K +$14.2K +136 +3%
GFG
1186
Goldstone Financial Group
Illinois
$486K +$55K +528 +13%
MC
1187
Moors & Cabot
Massachusetts
$485K -$137K -1,313 -22%
EI
1188
Ellevest Inc
New York
$481K +$481K +4,618 New
MFWP
1189
Mosaic Family Wealth Partners
Missouri
$481K +$417 +4 +0.1%
AWA
1190
Arete Wealth Advisors
Illinois
$478K -$54.6K -526 -10%
MBTD
1191
Mechanics Bank - Trust Department
California
$478K -$6.46K -62 -1%
DS
1192
DRW Securities
Illinois
$477K -$783K -7,515 -62%
CA
1193
Calton & Associates
Florida
$477K -$120K -1,150 -20%
CHP
1194
Cable Hill Partners
Oregon
$475K -$24.6K -236 -5%
MS
1195
Maven Securities
Jersey
$475K -$1.07M -10,221 -69%
FC
1196
Forte Capital
New York
$475K -$25.9K -248 -5%
AFP
1197
Ausdal Financial Partners
Iowa
$474K -$58K -556 -11%
RIG
1198
Renaissance Investment Group
Massachusetts
$474K – – –
BWM
1199
Baron Wealth Management
Michigan
$474K +$6.78K +65 +1%
MAWA
1200
Moss Adams Wealth Advisors
Washington
$473K +$16.8K +161 +4%
46 47
48
49 50