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Morgan Stanley
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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 %
KIA
1226
Knollwood Investment Advisory
Maryland
$444K – – –
HI
1227
Hudock Inc
Pennsylvania
$444K -$8.76K -84 -2%
TWM
1228
Tanager Wealth Management
United Kingdom
$441K +$39.4K +378 +10%
SM
1229
Salzhauer Michael
$440K – – –
CWM
1230
Cornerstone Wealth Management
Missouri
$440K -$20.2K -194 -4%
OC
1231
Oakworth Capital
Alabama
$436K -$106K -1,014 -20%
FFG
1232
Fortem Financial Group
California
$436K +$26.4K +253 +6%
HIC
1233
Holderness Investments Company
North Carolina
$434K -$2.09K -20 -0.5%
AWAP
1234
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$431K – – –
MP
1235
McDonald Partners
Ohio
$431K -$148K -1,424 -26%
MSAM
1236
Moloney Securities Asset Management
Missouri
$429K -$35.8K -343 -8%
RWB
1237
RMR Wealth Builders
New Jersey
$428K +$53.2K +510 +14%
SSA
1238
Schonfeld Strategic Advisors
New York
$428K -$880K -8,442 -67%
SC
1239
Sapient Capital
Indiana
$428K -$348K -3,334 -45%
HIA
1240
Harbor Investment Advisory
Maryland
$428K -$78.7K -755 -16%
EWA
1241
Exencial Wealth Advisors
Oklahoma
$426K -$11.8K -113 -3%
GCM
1242
Goldstream Capital Management
Hong Kong
$426K +$426K +4,087 New
PNC
1243
Park National Corp
Ohio
$425K – – –
SFP
1244
Shepherd Financial Partners
Massachusetts
$425K +$313 +3 +0.1%
XSC
1245
X-Square Capital
Puerto Rico
$424K +$104 +1 +0%
RP
1246
Riverwater Partners
Wisconsin
$423K -$6.59K -63 -2%
AIM
1247
Allen Investment Management
New York
$421K – – –
CH
1248
Cromwell Holdings
Wyoming
$421K – – –
DWM
1249
Destination Wealth Management
California
$420K +$6.78K +65 +2%
PCP
1250
Proficio Capital Partners
Massachusetts
$419K -$455K -4,365 -52%
48 49
50
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