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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 %
1832 Asset Management
1201
1832 Asset Management
Ontario, Canada
$680K -$170K -1,350 -20%
PB
1202
Pinnacle Bancorp
Nebraska
$679K -$11.1K -88 -2%
TFA
1203
Transamerica Financial Advisors
Florida
$677K -$168K -1,339 -20%
PFGIA
1204
Patriot Financial Group Insurance Agency
Massachusetts
$672K -$15.2K -121 -2%
BG
1205
Bahl & Gaynor
Ohio
$671K -$7.54K -60 -1%
NFA
1206
Northern Financial Advisors
Michigan
$671K -$8.55K -68 -1%
BB
1207
Bell Bank
North Dakota
$670K +$51.4K +409 +8%
CFG
1208
Copley Financial Group
California
$668K -$105K -836 -14%
LCGC
1209
Legacy Capital Group California
California
$667K -$6.54K -52 -1%
KP
1210
Keel Point
Alabama
$662K +$101K +803 +18%
CAMG
1211
CWA Asset Management Group
Florida
$659K +$43.5K +346 +7%
CCA
1212
Coign Capital Advisors
Utah
$659K +$659K +5,241 New
FCB
1213
First County Bank
Connecticut
$659K +$123K +980 +23%
BSHC
1214
Breed's Hill Capital
Massachusetts
$659K +$402K +3,199 +157%
IWM
1215
Integris Wealth Management
California
$658K – – –
FAT
1216
First American Trust
California
$654K -$82.4K -655 -11%
SIM
1217
Sentry Investment Management
Wisconsin
$654K -$106K -847 -14%
AIM
1218
Anchor Investment Management
South Carolina
$652K -$198K -1,574 -23%
RL
1219
Rogco LP
Oklahoma
$647K -$754 -6 -0.1%
FSA
1220
Fort Sheridan Advisors
Illinois
$646K +$176K +1,401 +37%
FMWA
1221
Forvis Mazars Wealth Advisors
Missouri
$642K +$377 +3 +0.1%
FPAS
1222
Focus Partners Advisor Solutions
Missouri
$640K -$34K -270 -5%
NFC
1223
Northeast Financial Consultants
Connecticut
$639K – – –
SFS
1224
Strategic Financial Services
New York
$639K – – –
WIC
1225
Woodmont Investment Counsel
Tennessee
$639K +$639K +5,082 New
47 48
49
50 51