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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 %
ACM
1201
AlphaStar Capital Management
North Carolina
$456K +$117K +1,205 +35%
MWM
1202
Mosley Wealth Management
California
$455K -$15.6K -160 -3%
MBTD
1203
Mechanics Bank - Trust Department
California
$451K +$225K +2,317 +100%
SCM
1204
Suvretta Capital Management
New York
$448K -$294K -3,030 -40%
PFP
1205
Pinnacle Financial Partners
Tennessee
$448K +$28.5K +293 +7%
MFWP
1206
Mosaic Family Wealth Partners
Missouri
$448K -$3.89K -40 -0.9%
SSWM
1207
Strait & Sound Wealth Management
California
$447K +$158K +1,624 +55%
PCMC
1208
Private Capital Management (Colorado)
Colorado
$446K +$37.9K +390 +9%
DIP
1209
DT Investment Partners
Pennsylvania
$441K – – –
AGP
1210
Autumn Glory Partners
Texas
$441K – – –
ZB
1211
Zions Bancorporation
Utah
$439K -$47.3K -487 -10%
WOC
1212
West Oak Capital
California
$439K -$372K -3,832 -46%
HSA
1213
HBK Sorce Advisory
Pennsylvania
$438K +$5.83K +60 +1%
SVWAG
1214
Sound View Wealth Advisors Group
Georgia
$437K +$20.2K +208 +5%
LNB
1215
Ledyard National Bank
$437K +$486 +5 +0.1%
BWM
1216
Baron Wealth Management
Michigan
$436K -$194 -2 -0%
AC
1217
AlphaCore Capital
California
$435K +$149K +1,531 +52%
SGI
1218
Summit Global Investments
Utah
$434K +$177K +1,820 +69%
ST
1219
Smithfield Trust
Pennsylvania
$433K -$1.45K -15 -0.3%
MSAM
1220
Moloney Securities Asset Management
Missouri
$433K +$104K +1,069 +32%
BBWA
1221
Bell & Brown Wealth Advisors
California
$430K +$2.62K +27 +0.6%
CWM
1222
Cornerstone Wealth Management
Missouri
$429K -$4.76K -49 -1%
GC
1223
GFG Capital
Florida
$428K -$627K -6,447 -59%
FWIA
1224
Fort Washington Investment Advisors
Ohio
$426K +$46.9K +483 +12%
IIA
1225
IPG Investment Advisors
California
$425K – – –
47 48
49
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