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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 %
CWM
1351
Circle Wealth Management
New Jersey
$308K -$54.1K -557 -15%
CA
1352
Continuum Advisory
Idaho
$307K +$15.9K +164 +5%
AGWCA
1353
Annis Gardner Whiting Capital Advisors
Florida
$307K +$32.8K +337 +12%
FA
1354
Fiducient Advisors
Illinois
$306K -$7.1K -73 -2%
SLWA
1355
San Luis Wealth Advisors
California
$306K +$306K +3,144 New
NB
1356
Northwest Bancshares
Pennsylvania
$302K -$1.46K -15 -0.5%
NWA
1357
Navis Wealth Advisors
New York
$301K -$6.51K -67 -2%
ZF
1358
Zhang Financial
Michigan
$301K +$6.22K +64 +2%
TWM
1359
Trueblood Wealth Management
Ohio
$299K – – –
MF
1360
Manchester Financial
California
$297K – – –
BFC
1361
Bedel Financial Consulting
Indiana
$297K +$97 +1 +0%
LIG
1362
Lokken Investment Group
Delaware
$297K – – –
OIA
1363
Optimum Investment Advisors
Illinois
$296K – – –
TW
1364
TritonPoint Wealth
Maryland
$296K +$26.1K +269 +10%
PCA
1365
Pallas Capital Advisors
Massachusetts
$296K +$41.5K +396 +16%
NCTC
1366
New Covenant Trust Company
Indiana
$296K -$18.6K -182 -6%
ABC
1367
Associated Banc-Corp
Wisconsin
$295K – – –
ORC
1368
O'Rourke & Company
Massachusetts
$295K +$1.07K +11 +0.4%
AL
1369
Aspiriant LLC
California
$295K -$126K -1,297 -30%
WA1
1370
Wimmer Associates 1
California
$294K – – –
MAM
1371
McLean Asset Management
Virginia
$294K +$7.76K +75 +3%
PA
1372
PFG Advisors
Arizona
$293K +$5.06K +52 +2%
JIC
1373
Johnson Investment Counsel
Ohio
$293K -$73.8K -759 -20%
FIB
1374
First Interstate Bank
Montana
$292K -$8.75K -90 -3%
SOAMC
1375
Spirit of America Management Corp
New York
$292K – – –
53 54
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