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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 %
FSA
1276
Fort Sheridan Advisors
Illinois
$390K +$110K +1,052 +39%
FTIS
1277
First Trust Investment Solutions
Florida
$390K -$19.4K -186 -5%
YIH
1278
Y-Intercept (HK)
Hong Kong
$387K -$1.72M -16,465 -82%
MCCA
1279
Mill Creek Capital Advisors
Pennsylvania
$386K -$144K -1,377 -27%
CWG
1280
Cornerstone Wealth Group
North Carolina
$386K -$834 -8 -0.2%
SIC
1281
Samalin Investment Counsel
New York
$386K -$1.98K -19 -0.5%
AWM
1282
Angeles Wealth Management
California
$383K -$5.84K -56 -1%
CPC
1283
Congress Park Capital
New York
$383K -$363K -3,479 -49%
VAS
1284
Vestmark Advisory Solutions
Massachusetts
$383K +$2.09K +20 +0.5%
PPC
1285
Park Place Capital
Alabama
$382K +$219K +2,097 +134%
OCM
1286
One Capital Management
California
$380K +$521 +5 +0.1%
NL
1287
NWAM LLC
Washington
$380K +$380K +3,648 New
RMAM
1288
Raab & Moskowitz Asset Management
New Jersey
$380K +$10.2K +98 +3%
FFBTD
1289
First Financial Bank - Trust Division
Ohio
$378K +$521 +5 +0.1%
WSCM
1290
Wellington Shields Capital Management
New York
$376K – – –
FCH
1291
Freestone Capital Holdings
Washington
$376K +$70.5K +676 +23%
AA
1292
Alta Advisers
United Kingdom
$375K – – –
DIA
1293
Davidson Investment Advisors
Montana
$375K -$2.5K -24 -0.7%
AWG
1294
Altus Wealth Group
Colorado
$373K -$7.09K -68 -2%
A
1295
AlphaQuest
New York
$371K -$1.02M -9,790 -73%
OFS
1296
Orrstown Financial Services
Pennsylvania
$367K +$367K +3,520 New
AWM
1297
Aprio Wealth Management
Georgia
$365K -$9.8K -94 -3%
MCM
1298
Manchester Capital Management
Vermont
$364K +$18.6K +178 +5%
KA
1299
Kovack Advisors
Florida
$362K -$4.38K -42 -1%
BP
1300
BNP Paribas
France
$360K +$4.17K +40 +1%
50 51
52
53 54