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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 %
AWG
1301
Altus Wealth Group
Colorado
$354K -$9.43K -97 -3%
OCM
1302
One Capital Management
California
$354K +$354K +3,644 New
H
1303
HoyleCohen
California
$353K -$42.6K -438 -11%
VFA
1304
Voya Financial Advisors
Connecticut
$353K -$29K -303 -8%
FFBTD
1305
First Financial Bank - Trust Division
Ohio
$352K +$583 +6 +0.2%
DIA
1306
Davidson Investment Advisors
Montana
$352K – – –
CM
1307
Capula Management
Cayman Islands
$352K +$197K +2,026 +127%
PWMG
1308
Prestige Wealth Management Group
New Jersey
$351K +$133K +1,371 +61%
WSCM
1309
Wellington Shields Capital Management
New York
$351K – – –
FFG
1310
Frisch Financial Group
New York
$350K +$195 +2 +0.1%
RWB
1311
RMR Wealth Builders
New Jersey
$350K +$2.04K +21 +0.6%
AA
1312
Alta Advisers
United Kingdom
$350K – – –
AWM
1313
Aprio Wealth Management
Georgia
$349K +$5.73K +59 +2%
QFA
1314
Quantum Financial Advisors
California
$347K – – –
RMAM
1315
Raab & Moskowitz Asset Management
New Jersey
$344K +$14.5K +149 +4%
OFG
1316
Oxford Financial Group
Indiana
$343K +$343K +3,532 New
JAG
1317
Journey Advisory Group
Kentucky
$342K – – –
TC
1318
Truvestments Capital
Florida
$342K +$4.47K +46 +1%
KA
1319
Kovack Advisors
Florida
$342K -$33.4K -344 -9%
Cohen & Steers
1320
Cohen & Steers
New York
$339K -$6.52K -67 -2%
GD
1321
Grandfield & Dodd
New York
$337K +$61.7K +635 +22%
FFN
1322
Focus Financial Network
Minnesota
$334K +$67.9K +635 +26%
CBOR
1323
Community Bank of Raymore
Missouri
$332K -$2.29M -23,520 -87%
BP
1324
BNP Paribas
France
$332K – – –
OC
1325
Opinicus Capital
Florida
$331K +$8.36K +86 +3%
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