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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 %
BFC
1351
Bedel Financial Consulting
Indiana
$318K +$104 +1 +0%
LIG
1352
Lokken Investment Group
Delaware
$318K – – –
OIA
1353
Optimum Investment Advisors
Illinois
$318K – – –
MF
1354
Manchester Financial
California
$317K -$1.56K -15 -0.5%
ORC
1355
O'Rourke & Company
Massachusetts
$316K -$208 -2 -0.1%
GD
1356
Grandfield & Dodd
New York
$316K -$45.9K -440 -13%
WA1
1357
Wimmer Associates 1
California
$315K – – –
LMKC
1358
L.M. Kohn & Company
Ohio
$315K +$35.9K +344 +13%
FIB
1359
First Interstate Bank
Montana
$315K +$1.88K +18 +0.6%
WFI
1360
West Family Investments
California
$314K +$44.2K +424 +16%
ZF
1361
Zhang Financial
Michigan
$314K -$8.13K -78 -3%
SCI
1362
Silver Coast Investments
United States
$314K -$16.7K -160 -5%
PEA
1363
Park Edge Advisors
Ohio
$314K +$2.29K +22 +0.7%
TPA
1364
Trivium Point Advisory
Connecticut
$313K +$313K +2,360 New
TWM
1365
TCFG Wealth Management
California
$313K +$313K +3,003 New
SOAMC
1366
Spirit of America Management Corp
New York
$313K – – –
FOA
1367
Five Oceans Advisors
California
$312K +$104 +1 +0%
TW
1368
TritonPoint Wealth
Maryland
$312K -$4.69K -45 -1%
CWM
1369
Circle Wealth Management
New Jersey
$312K -$18.3K -176 -6%
Bank Julius Baer & Co
1370
Bank Julius Baer & Co
Switzerland
$312K +$81.2K +657 +35%
AUB
1371
Atlantic Union Bankshares
Virginia
$311K – – –
SWG
1372
Summit Wealth Group
Vermont
$311K – – –
FA
1373
FDx Advisors
Illinois
$310K +$310K +2,973 New
BFC
1374
Blue Fin Capital
Rhode Island
$309K – – –
ABC
1375
Associated Banc-Corp
Wisconsin
$308K -$8.44K -81 -3%
53 54
55
56 57