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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 %
OWA
1276
One Wealth Advisors
California
$376K -$73K -762 -16%
LSPW
1277
Lake Street Private Wealth
Illinois
$375K -$184K -1,894 -33%
RVPG
1278
Relative Value Partners Group
$375K -$91.2K -939 -20%
TWM
1279
Tanager Wealth Management
United Kingdom
$374K +$5.44K +56 +1%
AWA
1280
Amplius Wealth Advisors
Pennsylvania
$370K +$8.84K +91 +2%
CTC
1281
Cetera Trust Company
Minnesota
$370K – – –
BCA
1282
Bay Colony Advisors
Massachusetts
$370K -$9.33K -96 -2%
MSA
1283
Marino Stram & Associates
Massachusetts
$370K -$174K -1,795 -32%
BPCA
1284
Bank Pictet & Cie (Asia)
Singapore
$369K – – –
PWPS
1285
Pinnacle Wealth Planning Services
Ohio
$366K -$6.32K -65 -2%
OMC
1286
Overbrook Management Corp
New York
$366K – – –
MTIC
1287
Missouri Trust & Investment Company
Missouri
$364K – – –
SF
1288
Symphony Financial
Texas
$364K +$364K +3,708 New
AWM
1289
Angeles Wealth Management
California
$363K -$23.8K -245 -6%
MHR
1290
Matthew Hamilton Rosenberg
$362K -$10.8K -109 -3%
RC
1291
Roundview Capital
New Jersey
$362K +$17.1K +176 +5%
SIC
1292
Samalin Investment Counsel
New York
$361K +$26.8K +276 +8%
TC
1293
Trilogy Capital
California
$361K +$54.5K +561 +18%
CWG
1294
Cornerstone Wealth Group
North Carolina
$361K +$6.42K +66 +2%
FCB
1295
First County Bank
Connecticut
$361K -$9.14K -94 -2%
WA
1296
Wealth Alliance
New York
$359K +$1.07K +11 +0.3%
WSFS
1297
Wilmington Savings Fund Society
Delaware
$358K -$2.82K -29 -0.8%
FNB
1298
Farmers National Bank
Kentucky
$357K -$389 -4 -0.1%
VAS
1299
Vestmark Advisory Solutions
Massachusetts
$355K +$9.14K +94 +3%
SL
1300
Sentinus LLC
Illinois
$354K +$23K +237 +7%
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