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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 %
FOA
1376
Five Oceans Advisors
California
$291K -$1.65K -17 -0.6%
WB
1377
Webster Bank
Connecticut
$291K +$58.3K +600 +25%
PEA
1378
Park Edge Advisors
Ohio
$290K +$2.04K +21 +0.7%
SWG
1379
Summit Wealth Group
Vermont
$290K +$290K +2,983 New
AUB
1380
Atlantic Union Bankshares
Virginia
$290K +$290K +2,984 New
V
1381
ViaWealth
Kansas
$290K +$1.17K +12 +0.4%
OFW
1382
Omnia Family Wealth
Florida
$288K +$8.84K +91 +3%
BFC
1383
Blue Fin Capital
Rhode Island
$288K – – –
BAAM
1384
Baker Avenue Asset Management
California
$287K +$8.84K +91 +3%
BWP
1385
Balboa Wealth Partners
Arizona
$286K +$286K +2,946 New
WAG
1386
Wallace Advisory Group
California
$285K -$18.4K -189 -6%
FCH
1387
Freestone Capital Holdings
Washington
$285K +$23.1K +238 +9%
GLA
1388
Great Lakes Advisors
Illinois
$284K +$284K +2,924 New
FC
1389
Fulcrum Capital
Washington
$284K – – –
PFA
1390
Pure Financial Advisors
California
$284K +$284K +2,921 New
JSW
1391
Journey Strategic Wealth
New Jersey
$283K +$283K +2,914 New
SFS
1392
Stiles Financial Services
Minnesota
$283K -$13.2K -136 -4%
3IP
1393
3Chopt Investment Partners
Virginia
$283K +$283K +2,907 New
SMA
1394
Seven Mile Advisory
New Jersey
$280K +$30.4K +313 +12%
DPIM
1395
Duff & Phelps Investment Management
Illinois
$280K -$1.14M -11,681 -80%
LSA
1396
Lion Street Advisors
Texas
$279K +$8.65K +89 +3%
TWM
1397
Thrive Wealth Management
Pennsylvania
$278K +$34.9K +359 +14%
IIM
1398
Ipswich Investment Management
Massachusetts
$277K -$1.36K -14 -0.5%
ES
1399
Eagle Strategies
New York
$276K +$276K +2,837 New
FAFN
1400
First Affirmative Financial Network
Colorado
$275K -$32.1K -330 -10%
54 55
56
57 58