MS icon

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 %
LAM
1251
L2 Asset Management
Massachusetts
$598K -$24.8K -197 -4%
JWWM
1252
Johnson & White Wealth Management
Pennsylvania
$597K +$597K +4,783 New
MC
1253
Moors & Cabot
Massachusetts
$594K +$9.55K +76 +2%
EI
1254
Ellevest Inc
New York
$594K +$13.3K +106 +2%
FC
1255
Forte Capital
New York
$589K +$16.3K +130 +3%
DIP
1256
DT Investment Partners
Pennsylvania
$587K – – –
I2I
1257
Insight 2811 Inc
Illinois
$585K -$8.8K -70 -1%
CD
1258
Chapin Davis
Maryland
$582K – – –
CCA
1259
Childress Capital Advisors
Texas
$580K -$69K -549 -11%
SFC
1260
Strategic Financial Concepts
Texas
$580K +$580K +4,613 New
WH
1261
Willner & Heller
California
$579K -$23.3K -185 -4%
LNB
1262
Ledyard National Bank
$576K +$7.17K +57 +1%
MBTD
1263
Mechanics Bank - Trust Department
California
$576K – – –
CHP
1264
Cable Hill Partners
Oregon
$573K -$251 -2 -0%
SMWM
1265
Silvia McColl Wealth Management
California
$573K -$33.1K -263 -5%
RIG
1266
Renaissance Investment Group
Massachusetts
$572K – – –
BWM
1267
Baron Wealth Management
Michigan
$572K +$126 +1 +0%
MFWP
1268
Mosaic Family Wealth Partners
Missouri
$571K -$8.17K -65 -1%
DWP
1269
Daymark Wealth Partners
Ohio
$571K -$36.8K -293 -6%
CA
1270
Calton & Associates
Florida
$570K -$4.27K -34 -0.7%
BWG
1271
Beta Wealth Group
California
$569K -$301K -2,398 -35%
ST
1272
Smithfield Trust
Pennsylvania
$569K – – –
CB
1273
CNB Bank
Pennsylvania
$568K -$24.1K -192 -4%
CCG
1274
Catalina Capital Group
California
$567K +$1.63K +13 +0.3%
GLA
1275
Great Lakes Advisors
Illinois
$565K +$94.4K +751 +20%
49 50
51
52 53