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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 %
JWM
1301
JGP Wealth Management
Oregon
$360K +$23.6K +226 +7%
QFA
1302
Quantum Financial Advisors
California
$358K -$13.8K -132 -4%
VHAM
1303
Van Hulzen Asset Management
California
$358K -$4.39M -42,093 -92%
CBOR
1304
Community Bank of Raymore
Missouri
$357K – – –
AF
1305
Alerus Financial
North Dakota
$355K – – –
CCG
1306
Coastwise Capital Group
California
$354K +$354K +3,395 New
PCA
1307
Pallas Capital Advisors
Massachusetts
$354K +$17.3K +145 +5%
QWP
1308
Quotient Wealth Partners
Texas
$353K +$3.54K +34 +1%
JSW
1309
Journey Strategic Wealth
New Jersey
$352K +$48.5K +465 +16%
PFWA
1310
Paces Ferry Wealth Advisors
Georgia
$352K -$730 -7 -0.2%
CFG
1311
Cooper Financial Group
California
$350K -$300K -2,875 -46%
WB
1312
Webster Bank
Connecticut
$349K +$37.1K +356 +12%
SPWM
1313
Schrum Private Wealth Management
Florida
$349K +$349K +3,346 New
ANBT
1314
American National Bank & Trust
Texas
$349K -$4.48K -43 -1%
WS
1315
Wedbush Securities
California
$348K -$839K -8,057 -71%
OAM
1316
Ostrum Asset Management
France
$347K +$4.27K +41 +1%
CSB
1317
City State Bank
Iowa
$347K – – –
CIC
1318
Crawford Investment Counsel
Georgia
$343K +$5.53K +53 +2%
CC
1319
Centiva Capital
New York
$342K -$2.77M -26,603 -89%
JAG
1320
Journey Advisory Group
Kentucky
$342K – – –
APP
1321
Avantax Planning Partners
Iowa
$341K +$938 +9 +0.3%
OL
1322
OneFund LLC
Florida
$341K -$208 -2 -0.1%
ACG
1323
Allen Capital Group
Nebraska
$341K +$92.4K +886 +37%
OC
1324
Opinicus Capital
Florida
$340K -$14.8K -142 -4%
BAAM
1325
Baker Avenue Asset Management
California
$340K +$32.2K +309 +10%
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