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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1301
Samalin Investment Counsel
New York
$361K +$26.3K +276 +8%
TC
1302
Trilogy Capital
California
$361K +$53.4K +561 +18%
CWG
1303
Cornerstone Wealth Group
North Carolina
$361K +$6.28K +66 +2%
FCB
1304
First County Bank
Connecticut
$361K -$8.95K -94 -2%
WA
1305
Wealth Alliance
New York
$359K +$1.05K +11 +0.3%
WSFS
1306
Wilmington Savings Fund Society
Delaware
$358K -$2.76K -29 -0.8%
FNB
1307
Farmers National Bank
Kentucky
$357K -$381 -4 -0.1%
VAS
1308
Vestmark Advisory Solutions
Massachusetts
$355K +$8.95K +94 +3%
SL
1309
Sentinus LLC
Illinois
$354K +$22.6K +237 +7%
AWG
1310
Altus Wealth Group
Colorado
$354K -$9.23K -97 -3%
OCM
1311
One Capital Management
California
$354K +$347K +3,644 New
H
1312
HoyleCohen
California
$353K -$41.7K -438 -11%
VFA
1313
Voya Financial Advisors
Connecticut
$353K -$28.8K -303 -8%
FFBTD
1314
First Financial Bank - Trust Division
Ohio
$352K +$571 +6 +0.2%
DIA
1315
Davidson Investment Advisors
Montana
$352K – – –
CM
1316
Capula Management
Cayman Islands
$352K +$193K +2,026 +127%
PWMG
1317
Prestige Wealth Management Group
New Jersey
$351K +$131K +1,371 +61%
WSCM
1318
Wellington Shields Capital Management
New York
$351K – – –
FFG
1319
Frisch Financial Group
New York
$350K +$190 +2 +0.1%
RWB
1320
RMR Wealth Builders
New Jersey
$350K +$2K +21 +0.6%
AA
1321
Alta Advisers
United Kingdom
$350K – – –
AWM
1322
Aprio Wealth Management
Georgia
$349K +$5.62K +59 +2%
QFA
1323
Quantum Financial Advisors
California
$347K – – –
RMAM
1324
Raab & Moskowitz Asset Management
New Jersey
$344K +$14.2K +149 +4%
OFG
1325
Oxford Financial Group
Indiana
$343K +$336K +3,532 New
51 52
53
54 55

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.