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 %
BBWA
1276
Bell & Brown Wealth Advisors
California
$564K +$3.4K +27 +0.6%
PIA
1277
Powell Investment Advisors
Florida
$561K +$3.77K +30 +0.7%
AWM
1278
Angeles Wealth Management
California
$558K +$95.9K +763 +21%
PCH
1279
PGIM Custom Harvest
New Jersey
$557K +$15.7K +125 +3%
MAM
1280
Morse Asset Management
Connecticut
$556K – – –
BCA
1281
Bay Capital Advisors
Virginia
$555K +$555K +4,414 New
DCM
1282
DGS Capital Management
New Jersey
$554K +$9.68K +77 +2%
IC
1283
Iconiq Capital
California
$553K +$250K +1,992 +83%
IIA
1284
IPG Investment Advisors
California
$550K – – –
AA
1285
Apriem Advisors
California
$550K -$60.3K -480 -10%
GC
1286
GFG Capital
Florida
$549K +$549K +4,363 New
KF
1287
KKM Financial
Illinois
$548K +$242K +1,850 +79%
WB
1288
Webster Bank
Connecticut
$543K +$123K +976 +29%
FHA
1289
Flagship Harbor Advisors
Massachusetts
$542K -$187K -1,490 -26%
PFT
1290
Providence First Trust
Arizona
$539K +$539K +4,288 New
EWA
1291
Exencial Wealth Advisors
Oklahoma
$539K +$24.6K +196 +5%
CWM
1292
Cornerstone Wealth Management
Missouri
$539K +$7.54K +60 +1%
LFG
1293
Larson Financial Group
Missouri
$538K +$45.9K +365 +9%
MA
1294
MCF Advisors
Kentucky
$537K +$36.1K +287 +7%
PW
1295
PUREfi Wealth
Massachusetts
$537K +$537K +4,273 New
HIA
1296
Harbor Investment Advisory
Maryland
$537K +$21K +167 +4%
HI
1297
Hudock Inc
Pennsylvania
$537K +$1.64K +13 +0.3%
KIA
1298
Knollwood Investment Advisory
Maryland
$535K – – –
SM
1299
Salzhauer Michael
$531K – – –
DWM
1300
Destination Wealth Management
California
$528K +$21.5K +171 +4%
50 51
52
53 54