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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 %
RIA
1351
Richwood Investment Advisors
Ohio
$472K – – –
MTIC
1352
Missouri Trust & Investment Company
Missouri
$471K – – –
ACG
1353
Allen Capital Group
Nebraska
$471K +$60.7K +483 +15%
SFP
1354
Shepherd Financial Partners
Massachusetts
$471K -$41.5K -330 -8%
SIC
1355
Samalin Investment Counsel
New York
$466K +$880 +7 +0.2%
FFG
1356
Frisch Financial Group
New York
$464K -$17.5K -139 -4%
CWM
1357
Centric Wealth Management
Illinois
$462K -$27.7K -220 -6%
BAM
1358
Broyhill Asset Management
North Carolina
$461K +$461K +3,667 New
WSCM
1359
Wellington Shields Capital Management
New York
$460K +$6.29K +50 +1%
OCM
1360
One Capital Management
California
$459K – – –
CA
1361
Continuum Advisory
Idaho
$457K +$10.9K +87 +2%
PCM
1362
Prelude Capital Management
New York
$457K +$457K +3,636 New
ZF
1363
Zhang Financial
Michigan
$453K +$73.7K +586 +19%
CWM
1364
Castle Wealth Management
Florida
$450K -$572K -4,549 -56%
NL
1365
NWAM LLC
Washington
$449K -$9.81K -78 -2%
Hotchkis & Wiley Capital Management
1366
Hotchkis & Wiley Capital Management
California
$449K -$107K -850 -19%
FNB
1367
Farmers National Bank
Kentucky
$444K +$444K +3,535 New
CSPIA
1368
Cary Street Partners Investment Advisory
Virginia
$444K -$4.15M -33,018 -90%
FFBTD
1369
First Financial Bank - Trust Division
Ohio
$443K -$13.2K -105 -3%
MCCA
1370
Mill Creek Capital Advisors
Pennsylvania
$440K -$25.5K -203 -5%
AWG
1371
Altus Wealth Group
Colorado
$437K -$12.6K -100 -3%
OFS
1372
Orrstown Financial Services
Pennsylvania
$436K -$6.29K -50 -1%
PWPS
1373
Pinnacle Wealth Planning Services
Ohio
$435K -$37.6K -299 -8%
VHAM
1374
Van Hulzen Asset Management
California
$434K +$1.76K +14 +0.4%
DIA
1375
Davidson Investment Advisors
Montana
$431K -$21.6K -172 -5%
53 54
55
56 57