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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 %
LNB
1201
Ledyard National Bank
$472K +$3.34K +32 +0.7%
ST
1202
Smithfield Trust
Pennsylvania
$471K +$4.79K +46 +1%
CA
1203
Continuum Advisory
Idaho
$470K +$51.6K +390 +12%
CCG
1204
Catalina Capital Group
California
$469K +$20.7K +199 +5%
KP
1205
Keel Point
Alabama
$465K +$6.88K +66 +2%
BBWA
1206
Bell & Brown Wealth Advisors
California
$465K +$3.02K +29 +0.7%
CNB
1207
Camden National Bank
Maine
$464K +$464K +4,448 New
TC
1208
Truvestments Capital
Florida
$463K +$96.8K +929 +26%
PWP
1209
Phillips Wealth Planners
Mississippi
$462K +$159K +1,330 +52%
PIA
1210
Powell Investment Advisors
Florida
$462K +$9.9K +95 +2%
MAM
1211
Morse Asset Management
Connecticut
$461K +$30.8K +295 +7%
Hotchkis & Wiley Capital Management
1212
Hotchkis & Wiley Capital Management
California
$461K -$9.36M -89,745 -95%
SFB
1213
STAR Financial Bank
Indiana
$459K -$71.7K -688 -14%
HW
1214
Hancock Whitney
Mississippi
$458K -$60.4K -579 -12%
EDRH
1215
Edmond de Rothschild Holding
Switzerland
$458K -$688K -6,604 -60%
IIA
1216
IPG Investment Advisors
California
$456K – – –
TC
1217
Trilogy Capital
California
$456K +$68.3K +655 +18%
FCM
1218
Fourpath Capital Management
Oklahoma
$452K +$452K +4,339 New
DCM
1219
DGS Capital Management
New Jersey
$451K +$98.7K +947 +28%
BOH
1220
Bank of Hawaii
Hawaii
$451K -$73.7K -707 -14%
PCH
1221
PGIM Custom Harvest
New Jersey
$449K +$938 +9 +0.2%
FWIA
1222
Fort Washington Investment Advisors
Ohio
$446K -$10.2K -98 -2%
DFCM
1223
Dark Forest Capital Management
Puerto Rico
$446K +$446K +4,274 New
SIA
1224
Strategic Investment Advisors
Michigan
$444K -$119K -1,140 -21%
FCB
1225
First County Bank
Connecticut
$444K +$57K +547 +15%
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