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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 %
AF
1326
Alerus Financial
North Dakota
$331K -$1.65K -17 -0.5%
JCM
1327
Jacobi Capital Management
Pennsylvania
$330K +$9.43K +97 +3%
ANBT
1328
American National Bank & Trust
Texas
$329K – – –
DCM
1329
DGS Capital Management
New Jersey
$329K -$21.7K -223 -6%
PFWA
1330
Paces Ferry Wealth Advisors
Georgia
$329K – – –
DSC
1331
Duncker Streett & Co
Missouri
$328K – – –
QWP
1332
Quotient Wealth Partners
Texas
$326K +$55.4K +570 +20%
CSB
1333
City State Bank
Iowa
$323K -$1.36K -14 -0.4%
MCM
1334
Manchester Capital Management
Vermont
$322K +$17.3K +178 +6%
FFO
1335
Fiduciary Family Office
Florida
$320K -$4.37K -45 -1%
OAM
1336
Ostrum Asset Management
France
$320K -$708K -7,289 -69%
OL
1337
OneFund LLC
Florida
$318K +$4.67K +48 +1%
PWM
1338
Proathlete Wealth Management
Florida
$318K +$26K +268 +9%
EIP
1339
Easterly Investment Partners
Massachusetts
$318K -$15M -154,302 -98%
APP
1340
Avantax Planning Partners
Iowa
$318K -$37.1K -382 -10%
GPA
1341
Guerra Pan Advisors
New Jersey
$315K – – –
CIC
1342
Crawford Investment Counsel
Georgia
$315K -$486 -5 -0.2%
CT
1343
ClearAlpha Technologies
Connecticut
$314K +$314K +3,231 New
JWM
1344
JGP Wealth Management
Oregon
$313K -$1.26K -13 -0.4%
CFM
1345
Catalyst Funds Management
Australia
$311K -$1M -10,300 -76%
AF
1346
Apexium Financial
Texas
$311K -$5.15K -53 -2%
ESB
1347
Essex Savings Bank
Connecticut
$310K -$73.7K -758 -19%
HGA
1348
Hobbs Group Advisors
South Carolina
$309K +$309K +3,181 New
WA
1349
Waddell & Associates
Tennessee
$309K +$13.9K +143 +5%
SCI
1350
Silver Coast Investments
United States
$308K -$95.7K -985 -24%
52 53
54
55 56