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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 %
FFO
1326
Fiduciary Family Office
Florida
$339K -$4.27K -41 -1%
WI
1327
WrapManager Inc
California
$338K +$95.7K +918 +39%
GPA
1328
Guerra Pan Advisors
New Jersey
$338K – – –
PWM
1329
Proathlete Wealth Management
Florida
$337K -$3.96K -38 -1%
WGC
1330
Watts Gwilliam & Co
Arizona
$335K +$335K +3,117 New
BIP
1331
Blueprint Investment Partners
North Carolina
$335K -$217K -2,077 -39%
SCM
1332
Stevens Capital Management
Pennsylvania
$335K -$506K -4,863 -60%
CC
1333
Callan Capital
California
$334K +$89.3K +857 +36%
AWM
1334
Ariadne Wealth Management
California
$334K +$334K +2,581 New
AF
1335
Apexium Financial
Texas
$333K – – –
NWA
1336
Navis Wealth Advisors
New York
$332K +$9.28K +89 +3%
EIP
1337
Easterly Investment Partners
Massachusetts
$328K -$12.1K -116 -4%
FFN
1338
Focus Financial Network
Minnesota
$328K +$2.82K +27 +0.9%
NCTC
1339
New Covenant Trust Company
Indiana
$327K +$25.6K +246 +8%
ESB
1340
Essex Savings Bank
Connecticut
$326K -$6.46K -62 -2%
AGWCA
1341
Annis Gardner Whiting Capital Advisors
Florida
$326K -$3.65K -35 -1%
WA
1342
Waddell & Associates
Tennessee
$324K -$6.88K -66 -2%
CW
1343
Code Waechter
Florida
$323K +$323K +3,095 New
MAC
1344
Mason & Associates (California)
California
$322K +$322K +3,087 New
TWM
1345
Trueblood Wealth Management
Ohio
$321K – – –
DSC
1346
Duncker Streett & Co
Missouri
$320K -$31.3K -300 -9%
OCM
1347
Objective Capital Management
Ohio
$320K +$320K +3,069 New
HGA
1348
Hobbs Group Advisors
South Carolina
$320K -$12.1K -116 -4%
OFW
1349
Omnia Family Wealth
Florida
$319K +$10.1K +97 +3%
MPM
1350
MBB Public Markets
Illinois
$319K -$8.68M -83,247 -96%
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