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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 %
AWM
1326
Aprio Wealth Management
Georgia
$502K +$61.8K +492 +14%
MHR
1327
Matthew Hamilton Rosenberg
$498K +$27.3K +217 +6%
BCA
1328
Bay Colony Advisors
Massachusetts
$497K -$629 -5 -0.1%
Empower Advisory Group
1329
Empower Advisory Group
Colorado
$494K -$274K -2,178 -36%
VA
1330
Valmark Advisers
Ohio
$494K +$147K +1,171 +42%
BONST
1331
Bank of Nova Scotia Trust
Ontario, Canada
$492K -$107K -852 -18%
RP
1332
Riverwater Partners
Wisconsin
$492K -$17.3K -138 -3%
QWP
1333
Quotient Wealth Partners
Texas
$490K +$64.1K +510 +15%
YP
1334
YANKCOM Partnership
South Dakota
$488K +$488K +3,880 New
SCM
1335
SOL Capital Management
Maryland
$487K – – –
OAM
1336
Oxford Asset Management
United Kingdom
$485K +$485K +3,855 New
AWA
1337
Amplius Wealth Advisors
Pennsylvania
$484K – – –
CBT
1338
Crews Bank & Trust
Florida
$481K +$481K +3,822 New
TIA
1339
Tiemann Investment Advisors
California
$480K -$25.1K -200 -5%
DJSG
1340
D.J. St. Germain
Massachusetts
$480K +$145K +1,150 +43%
SC
1341
Sapient Capital
Indiana
$478K -$37.7K -300 -7%
CTC
1342
Cetera Trust Company
Minnesota
$478K – – –
CWG
1343
Cornerstone Wealth Group
North Carolina
$478K +$12.4K +99 +3%
BWP
1344
Balboa Wealth Partners
Arizona
$478K +$478K +3,801 New
MSA
1345
Marino Stram & Associates
Massachusetts
$476K -$1.76K -14 -0.4%
BI
1346
Bolthouse Investments
California
$476K +$476K +3,785 New
JCIA
1347
Jackson Creek Investment Advisors
Colorado
$474K -$13.8K -110 -3%
CFG
1348
Cooper Financial Group
California
$474K +$51.2K +407 +12%
JCM
1349
Jacobi Capital Management
Pennsylvania
$473K -$629 -5 -0.1%
FCH
1350
Freestone Capital Holdings
Washington
$472K +$19.1K +152 +4%
52 53
54
55 56