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Morgan Stanley
MS

1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 107

13% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 655

2% more funds holding

Funds holding: 1,793 → 1,821 (+28)

3% more capital invested

Capital invested by funds: $128B → $131B (+$3.5B)

0.09% more ownership

Funds ownership: 83% → 83.09% (+0.09%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

13% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $3.57B

Holders
1,821
Holders Change
+28
Holders Change %
+1.56%
% of All Funds
26.3%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
167
Increased
738
Reduced
655
Closed
107
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
2
Goldman Sachs
Goldman Sachs
New York
+$368M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
UBS AM
UBS AM
Illinois
+$201M
5
Marshall Wace
Marshall Wace
United Kingdom
+$167M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$490M
2
BlackRock
BlackRock
New York
-$462M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$383M
5
Barclays
Barclays
United Kingdom
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1351
Crawford Investment Counsel
Georgia
$315K -$476 -5 -0.2%
CT
1352
ClearAlpha Technologies
Connecticut
$314K +$308K +3,231 New
JWM
1353
JGP Wealth Management
Oregon
$313K -$1.24K -13 -0.4%
CFM
1354
Catalyst Funds Management
Australia
$311K -$980K -10,300 -76%
AF
1355
Apexium Financial
Texas
$311K -$5.04K -53 -2%
ESB
1356
Essex Savings Bank
Connecticut
$310K -$72.2K -758 -19%
HGA
1357
Hobbs Group Advisors
South Carolina
$309K +$303K +3,181 New
WA
1358
Waddell & Associates
Tennessee
$309K +$13.6K +143 +5%
SCI
1359
Silver Coast Investments
United States
$308K -$93.8K -985 -24%
CWM
1360
Circle Wealth Management
New Jersey
$308K -$53K -557 -15%
CA
1361
Continuum Advisory
Idaho
$307K +$15.6K +164 +5%
AGWCA
1362
Annis Gardner Whiting Capital Advisors
Florida
$307K +$32.1K +337 +12%
FA
1363
Fiducient Advisors
Illinois
$306K -$6.95K -73 -2%
SLWA
1364
San Luis Wealth Advisors
California
$306K +$299K +3,144 New
NB
1365
Northwest Bancshares
Pennsylvania
$302K -$1.43K -15 -0.5%
NWA
1366
Navis Wealth Advisors
New York
$301K -$6.38K -67 -2%
ZF
1367
Zhang Financial
Michigan
$301K +$6.09K +64 +2%
TWM
1368
Trueblood Wealth Management
Ohio
$299K – – –
MF
1369
Manchester Financial
California
$297K – – –
BFC
1370
Bedel Financial Consulting
Indiana
$297K +$95 +1 +0%
LIG
1371
Lokken Investment Group
Delaware
$297K – – –
OIA
1372
Optimum Investment Advisors
Illinois
$296K – – –
TW
1373
TritonPoint Wealth
Maryland
$296K +$25.6K +269 +10%
PCA
1374
Pallas Capital Advisors
Massachusetts
$296K +$37.7K +396 +16%
NCTC
1375
New Covenant Trust Company
Indiana
$296K -$17.3K -182 -6%
53 54
55
56 57

MS Hedge Fund Activity: Q2 2024 in Review

1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.

  • 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
  • Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
  • The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
  • The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.

Based on aggregated 13F filings for Q2 2024.