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Morgan Stanley
MS

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 %
TIA
1251
Tiemann Investment Advisors
California
$419K -$34.4K -330 -8%
MA
1252
MCF Advisors
Kentucky
$416K +$11.7K +112 +3%
BCA
1253
Bay Colony Advisors
Massachusetts
$412K +$15.7K +151 +4%
OWA
1254
One Wealth Advisors
California
$410K +$834 +8 +0.2%
LFG
1255
Larson Financial Group
Missouri
$408K -$97.9K -939 -19%
MSFS
1256
Main Street Financial Solutions
Pennsylvania
$408K -$163K -1,566 -29%
SAI
1257
Savvy Advisors Inc
New York
$407K +$162K +1,552 +66%
AF
1258
Advisornet Financial
Minnesota
$407K +$3.23K +31 +0.8%
SL
1259
Sentinus LLC
Illinois
$405K +$25.1K +241 +7%
JCIA
1260
Jackson Creek Investment Advisors
Colorado
$405K -$7.09K -68 -2%
SCM
1261
SOL Capital Management
Maryland
$404K -$15.1K -145 -4%
AWA
1262
Amplius Wealth Advisors
Pennsylvania
$402K +$4.8K +46 +1%
WA
1263
Waverly Advisors
Alabama
$401K -$18.4K -177 -4%
RC
1264
Roundview Capital
New Jersey
$400K +$12.2K +117 +3%
FFG
1265
Frisch Financial Group
New York
$399K +$24.3K +233 +6%
CTC
1266
Cetera Trust Company
Minnesota
$397K – – –
MSA
1267
Marino Stram & Associates
Massachusetts
$396K – – –
BCM
1268
Brown Capital Management
Maryland
$393K -$30.2K -290 -7%
JCM
1269
Jacobi Capital Management
Pennsylvania
$393K +$39.1K +375 +11%
PWPS
1270
Pinnacle Wealth Planning Services
Ohio
$392K -$730 -7 -0.2%
MWPCG
1271
Measured Wealth Private Client Group
New Hampshire
$391K -$12.5K -120 -3%
RIA
1272
Richwood Investment Advisors
Ohio
$391K -$31.3K -300 -7%
MTIC
1273
Missouri Trust & Investment Company
Missouri
$391K – – –
MHR
1274
Matthew Hamilton Rosenberg
$391K +$10K +96 +3%
GLA
1275
Great Lakes Advisors
Illinois
$391K +$85.7K +822 +28%
49 50
51
52 53