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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
Alyeska Investment Group
101
Alyeska Investment Group
Illinois
$101M 969,611 +969,611 New
Squarepoint
102
Squarepoint
New York
$99M 949,795 +19,792 +2%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$97.7M 937,020 -67,932 -7%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$97.6M 936,420 +68,481 +8%
DnB Asset Management
105
DnB Asset Management
Norway
$96.7M 928,019 +3,229 +0.3%
Allianz Asset Management
106
Allianz Asset Management
Germany
$90.7M 869,670 +14,094 +2%
M&T Bank
107
M&T Bank
New York
$87.8M 842,699 -18,131 -2%
Swedbank
108
Swedbank
Sweden
$87.4M 837,985 +13,231 +2%
CCMG
109
Clark Capital Management Group
Pennsylvania
$87.1M 835,396 +15,506 +2%
Aristotle Capital Management
110
Aristotle Capital Management
California
$86.2M 826,487 +6,487 +0.8%
RC
111
RBF Capital
California
$84.5M 810,432 – –
UM
112
UniSuper Management
Australia
$84.3M 809,089 +2,586 +0.3%
Aviva
113
Aviva
United Kingdom
$80.3M 770,544 +18,103 +2%
RG
114
Rathbones Group
United Kingdom
$79.7M 764,832 +44,688 +6%
US Bancorp
115
US Bancorp
Minnesota
$79.3M 760,980 -17,948 -2%
Renaissance Technologies
116
Renaissance Technologies
New York
$79M 757,783 +439,159 +138%
Pzena Investment Management
117
Pzena Investment Management
New York
$78.2M 750,188 +365 +0%
First Trust Advisors
118
First Trust Advisors
Illinois
$77.1M 739,852 +517,895 +233%
TG
119
TCW Group
California
$77M 739,055 -19,268 -3%
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$76.9M 737,399 +110,914 +18%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$75.3M 722,060 +35,360 +5%
AAMU
122
AEGON Asset Management (UK)
United Kingdom
$75M 719,210 +97,797 +16%
Mariner
123
Mariner
Kansas
$72.5M 695,433 +29,912 +4%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$71.1M 682,270 -784,497 -53%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$70.1M 672,624 -15,101 -2%
3 4
5
6 7