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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 %
WCM
1176
Washburn Capital Management
Florida
$715K +$754 +6 +0.1%
WE
1177
Wealth Effects
Massachusetts
$713K -$3.14K -25 -0.4%
PP
1178
PDS Planning
Ohio
$710K -$7.92K -63 -1%
SWP
1179
Strategic Wealth Partners
Ohio
$709K -$98.5K -720 -12%
RLIM
1180
Red Lighthouse Investment Management
New York
$708K -$26.4K -210 -4%
CDIEC
1181
Crédit Industriel et Commercial
France
$708K +$708K +5,630 New
MW
1182
Marcum Wealth
Ohio
$704K +$43.1K +343 +7%
BWP
1183
Barlow Wealth Partners
Kentucky
$703K -$52.2K -400 -7%
CFMC
1184
Curbstone Financial Management Corp
New Hampshire
$701K -$25.1K -200 -3%
TCM
1185
Tributary Capital Management
Nebraska
$697K -$38.3K -305 -5%
VCM
1186
Vivaldi Capital Management
Illinois
$696K +$12.3K +90 +2%
HSA
1187
HBK Sorce Advisory
Pennsylvania
$696K +$61.2K +487 +10%
RCAG
1188
Rehmann Capital Advisory Group
Michigan
$694K +$77.5K +616 +13%
FFA
1189
First Foundation Advisors
California
$693K -$154K -1,226 -18%
FA
1190
Financial Advisors
Massachusetts
$688K – – –
DWA
1191
Douglass Winthrop Advisors
New York
$687K -$5.03K -40 -0.7%
FDCP
1192
Foster Dykema Cabot & Partners
Massachusetts
$687K – – –
LCM
1193
Lazari Capital Management
California
$685K -$4.53K -36 -0.7%
HWA
1194
Heritage Wealth Advisors
Virginia
$683K +$1.89K +15 +0.3%
ECM
1195
Evergreen Capital Management
Washington
$683K +$82.9K +659 +14%
SW
1196
SlateStone Wealth
Florida
$682K +$26.4K +210 +4%
AIA
1197
Arbor Investment Advisors
North Carolina
$682K -$134K -1,067 -16%
ATC
1198
Adirondack Trust Company
New York
$682K – – –
AC
1199
AlphaCore Capital
California
$680K +$61.5K +489 +10%
CP
1200
Canopy Partners
Ohio
$680K +$1.89K +15 +0.3%
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48
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