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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 %
LA
1376
Lane & Associates
New Jersey
$308K +$308K +2,951 New
MAM
1377
McLean Asset Management
Virginia
$307K +$647 +6 +0.2%
SMA
1378
Seven Mile Advisory
New Jersey
$307K +$5.73K +55 +2%
PFA
1379
Pathway Financial Advisors
Vermont
$305K +$19.8K +190 +7%
PWP
1380
Perfromance Wealth Partners
Illinois
$305K +$17.3K +166 +6%
FC
1381
Fulcrum Capital
Washington
$304K – – –
AA
1382
Auxano Advisors
Washington
$303K +$18.5K +177 +6%
OCBCO
1383
Oversea-Chinese Banking Corp (OCBC)
Singapore
$302K +$302K +2,883 New
OL
1384
Optas LLC
Texas
$299K +$59.2K +568 +25%
TAM
1385
Titleist Asset Management
Texas
$299K -$130K -1,246 -30%
IIM
1386
Ipswich Investment Management
Massachusetts
$297K -$104 -1 -0%
Cohen & Steers
1387
Cohen & Steers
New York
$297K -$65.9K -633 -18%
LSA
1388
Lion Street Advisors
Texas
$295K -$4.07K -39 -1%
FA
1389
Fiducient Advisors
Illinois
$295K -$33.5K -321 -10%
KSB
1390
Kennebec Savings Bank
Maine
$295K +$295K +2,827 New
LTI
1391
Laffer Tengler Investments
Tennessee
$295K – – –
KC
1392
Kingfisher Capital
North Carolina
$295K – – –
KFI
1393
Key Financial Inc
Pennsylvania
$294K +$2.29K +22 +0.8%
CM
1394
Cercano Management
Washington
$293K +$293K +2,812 New
FMTC
1395
Farmers & Merchants Trust Company
California
$293K -$1.25K -12 -0.4%
TCWA
1396
Turtle Creek Wealth Advisors
Texas
$292K +$22.1K +212 +8%
TWM
1397
Thrive Wealth Management
Pennsylvania
$291K -$6.57K -63 -2%
AL
1398
Aspiriant LLC
California
$291K -$25.6K -246 -8%
EA
1399
Everpar Advisors
Oklahoma
$290K -$207K -1,986 -42%
AFG
1400
Allegheny Financial Group
Pennsylvania
$290K +$39.5K +379 +16%
54 55
56
57 58