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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 %
DWP
1251
Daymark Wealth Partners
Ohio
$397K +$397K +4,083 New
PNC
1252
Park National Corp
Ohio
$397K +$1.75K +18 +0.4%
SFP
1253
Shepherd Financial Partners
Massachusetts
$396K +$194 +2 +0%
XSC
1254
X-Square Capital
Puerto Rico
$395K -$24.1K -248 -6%
BCM
1255
Brown Capital Management
Maryland
$395K +$3.79K +39 +1%
PD
1256
Point72 (DIFC)
United Arab Emirates
$395K -$878K -9,036 -69%
PHS
1257
Pekin Hardy Strauss
Illinois
$395K -$58.3K -600 -13%
RIA
1258
Richwood Investment Advisors
Ohio
$394K +$125K +1,291 +47%
AIM
1259
Allen Investment Management
New York
$392K – – –
CH
1260
Cromwell Holdings
Wyoming
$392K +$392K +4,034 New
EFG
1261
Everhart Financial Group
Ohio
$392K +$135K +1,385 +52%
SCM
1262
SOL Capital Management
Maryland
$391K +$87.5K +900 +29%
WA
1263
Waverly Advisors
Alabama
$391K +$35.9K +369 +10%
EL
1264
EMFO LLC
Florida
$389K +$97.2K +1,000 +33%
IBOK
1265
Independence Bank of Kentucky
Kentucky
$387K +$95.3K +981 +33%
DWM
1266
Destination Wealth Management
California
$386K +$97 +1 +0%
JCIA
1267
Jackson Creek Investment Advisors
Colorado
$384K -$18K -185 -4%
FFG
1268
Fortem Financial Group
California
$382K -$29.2K -300 -7%
FTIS
1269
First Trust Investment Solutions
Florida
$382K +$115K +1,188 +43%
TSS
1270
Two Sigma Securities
New York
$379K -$3.95M -40,621 -91%
RWA
1271
Redhawk Wealth Advisors
Minnesota
$378K -$178K -1,830 -32%
AC
1272
Allstate Corporation
Illinois
$377K – – –
MA
1273
MCF Advisors
Kentucky
$377K +$25K +257 +7%
MWPCG
1274
Measured Wealth Private Client Group
New Hampshire
$376K +$21K +216 +6%
AF
1275
Advisornet Financial
Minnesota
$376K +$7.29K +75 +2%
49 50
51
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