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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 %
RC
1301
Roundview Capital
New Jersey
$528K +$44.8K +356 +9%
AIM
1302
Advyzon Investment Management
Illinois
$528K +$528K +4,198 New
BTD
1303
BankPlus Trust Department
Mississippi
$528K +$528K +4,197 New
DO
1304
denkapparat Operations
Germany
$527K +$527K +4,188 New
MWPCG
1305
Measured Wealth Private Client Group
New Hampshire
$526K +$54.3K +432 +12%
FFG
1306
Fortem Financial Group
California
$526K – – –
HIC
1307
Holderness Investments Company
North Carolina
$524K – – –
BPC
1308
Bryce Point Capital
New York
$523K +$523K +4,162 New
JCM
1309
J2 Capital Management
Michigan
$522K +$522K +4,150 New
RWB
1310
RMR Wealth Builders
New Jersey
$520K +$3.02K +24 +0.6%
AWAP
1311
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$520K – – –
1IA
1312
1834 Investment Advisors
Wisconsin
$518K -$87.1K -693 -14%
OC
1313
Oakworth Capital
Alabama
$518K -$7.8K -62 -1%
AA
1314
Alta Advisers
United Kingdom
$517K +$64.7K +515 +14%
PCMC
1315
Private Capital Management (Colorado)
Colorado
$517K -$105K -832 -17%
VFA
1316
Voya Financial Advisors
Connecticut
$516K -$87.3K -694 -14%
HI
1317
Humankind Investments
New York
$516K -$135K -1,076 -21%
MSAM
1318
Moloney Securities Asset Management
Missouri
$515K -$2.26K -18 -0.4%
PNC
1319
Park National Corp
Ohio
$514K +$1.51K +12 +0.3%
XSC
1320
X-Square Capital
Puerto Rico
$511K -$629 -5 -0.1%
AIM
1321
Allen Investment Management
New York
$507K – – –
CH
1322
Cromwell Holdings
Wyoming
$507K – – –
TWM
1323
Topsail Wealth Management
North Carolina
$506K +$506K +4,028 New
WIS
1324
Wright Investors Service
Connecticut
$505K -$1.07M -8,519 -68%
IWA
1325
IBEX Wealth Advisors
New Jersey
$503K +$503K +3,999 New
51 52
53
54 55