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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 %
KP
1226
Keel Point
Alabama
$425K +$136K +1,409 +47%
MAWA
1227
Moss Adams Wealth Advisors
Washington
$425K +$41.6K +428 +11%
TIA
1228
Tiemann Investment Advisors
California
$423K -$7.29K -75 -2%
HI
1229
Hudock Inc
Pennsylvania
$422K -$8.94K -92 -2%
PIA
1230
Powell Investment Advisors
Florida
$421K +$3.5K +36 +0.8%
CCG
1231
Catalina Capital Group
California
$418K +$65K +669 +18%
PCH
1232
PGIM Custom Harvest
New Jersey
$417K -$53.6K -551 -11%
FPAS
1233
Focus Partners Advisor Solutions
Missouri
$416K +$85.7K +882 +26%
KIA
1234
Knollwood Investment Advisory
Maryland
$414K +$414K +4,258 New
FRM
1235
Fox Run Management
Connecticut
$411K -$986K -10,149 -71%
SM
1236
Salzhauer Michael
$411K – – –
EWA
1237
Exencial Wealth Advisors
Oklahoma
$408K -$37.5K -386 -8%
HIC
1238
Holderness Investments Company
North Carolina
$407K +$21.2K +218 +5%
CWM
1239
Centric Wealth Management
Illinois
$406K +$104 +1 +0%
BTWM
1240
Baker Tilly Wealth Management
Wisconsin
$405K -$619K -6,366 -60%
CC
1241
Corton Capital
Ontario, Canada
$405K -$231K -2,380 -36%
MIS
1242
Morningstar Investment Services
Illinois
$403K +$119K +1,248 +42%
GFG
1243
Goldstone Financial Group
Illinois
$402K +$62.2K +640 +18%
TWP
1244
Triad Wealth Partners
Kansas
$402K +$8.65K +89 +2%
AWAP
1245
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$402K – – –
MAM
1246
Morse Asset Management
Connecticut
$401K +$1.94K +20 +0.5%
CRI
1247
Colonial River Investments
Virginia
$400K -$97K -998 -20%
TAM
1248
Titleist Asset Management
Texas
$400K -$17.3K -178 -4%
RP
1249
Riverwater Partners
Wisconsin
$400K -$30.7K -316 -7%
AA
1250
Apriem Advisors
California
$400K +$38.9K +400 +11%
48 49
50
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