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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$118M +$43.4M +345,261 +58%
CCMG
102
Clark Capital Management Group
Pennsylvania
$118M +$12.5M +99,530 +12%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$118M -$279K -2,220 -0.2%
Nordea Investment Management
104
Nordea Investment Management
Sweden
$116M -$148M -1,172,676 -56%
DnB Asset Management
105
DnB Asset Management
Norway
$116M -$1.13M -8,982 -1%
Artisan Partners
106
Artisan Partners
Wisconsin
$112M -$24.7M -196,331 -18%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$109M -$8.46M -67,280 -7%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$108M -$9.71M -77,203 -8%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$108M +$69.3M +551,365 +181%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$107M +$14.7M +116,754 +16%
M&T Bank
111
M&T Bank
New York
$107M +$787K +6,259 +0.7%
Swedbank
112
Swedbank
Sweden
$105M -$629K -5,006 -0.6%
TAF
113
Tredje AP-fonden
Sweden
$104M -$50.7M -403,643 -33%
UM
114
UniSuper Management
Australia
$103M +$1.65M +13,136 +2%
RCM
115
Rokos Capital Management
United Kingdom
$102M +$102M +813,197 New
Aristotle Capital Management
116
Aristotle Capital Management
California
$102M -$1.63M -13,000 -2%
RC
117
RBF Capital
California
$102M – – –
Allianz Asset Management
118
Allianz Asset Management
Germany
$99.8M -$9.53M -75,790 -9%
Jane Street
119
Jane Street
New York
$99.3M +$90.9M +723,210 +1,084%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$97.9M -$24.6M -195,844 -20%
KBC Group
121
KBC Group
Belgium
$97.9M +$43M +341,894 +78%
APG Asset Management
122
APG Asset Management
Netherlands
$96M +$96M +790,346 New
US Bancorp
123
US Bancorp
Minnesota
$95.7M -$7.67K -61 -0%
Aviva
124
Aviva
United Kingdom
$95.1M -$1.75M -13,890 -2%
First Trust Advisors
125
First Trust Advisors
Illinois
$94.9M +$1.85M +14,690 +2%
3 4
5
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