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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 %
PFP
1226
Pinnacle Financial Partners
Tennessee
$638K -$30.4K -242 -5%
FDS
1227
First Dallas Securities
Texas
$636K -$107K -850 -14%
BSTWA
1228
Blake Schutter Theil Wealth Advisors
Ohio
$635K +$880 +7 +0.1%
HCP
1229
Hexagon Capital Partners
Arkansas
$635K -$12.1K -96 -2%
AA
1230
Addison Advisors
Vermont
$633K -$3.9K -31 -0.6%
AFP
1231
Ausdal Financial Partners
Iowa
$630K +$57.7K +459 +10%
ACM
1232
Arcataur Capital Management
Wisconsin
$629K – – –
DLP
1233
De Lisle Partners
United Kingdom
$629K – – –
CFM
1234
Catalyst Funds Management
Australia
$629K +$453K +3,600 +257%
PBO
1235
Peoples Bank (Ohio)
Ohio
$625K -$47.6K -379 -7%
BOH
1236
Bank of Hawaii
Hawaii
$622K +$78.6K +625 +14%
CCG
1237
Cypress Capital Group
Florida
$618K -$332K -2,638 -35%
AWA
1238
Arete Wealth Advisors
Illinois
$613K +$33.7K +268 +6%
Fuller & Thaler Asset Management
1239
Fuller & Thaler Asset Management
California
$612K – – –
EFA
1240
Evernest Financial Advisors
Indiana
$610K -$14.6K -116 -2%
RFA
1241
Register Financial Advisors
Georgia
$609K -$12.3K -98 -2%
BIP
1242
Blueprint Investment Partners
North Carolina
$606K +$202K +1,609 +50%
AWM
1243
Arista Wealth Management
Nevada
$605K – – –
AC
1244
ASB Consultores
Florida
$605K -$16.6K -132 -3%
M1FG
1245
Mach-1 Financial Group
Arkansas
$604K -$134K -1,062 -18%
OIM
1246
Orca Investment Management
Oregon
$603K -$82.3K -655 -12%
CWM
1247
Connecticut Wealth Management
Connecticut
$603K +$251 +2 +0%
ISFAN
1248
Investor's Fiduciary Advisor Network
Washington
$602K +$602K +4,795 New
TBT
1249
Texas Bank & Trust
Texas
$601K +$601K +4,784 New
AF
1250
Advisornet Financial
Minnesota
$600K +$110K +875 +22%
48 49
50
51 52