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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 %
CBOR
1376
Community Bank of Raymore
Missouri
$430K – – –
CCG
1377
Coastwise Capital Group
California
$429K +$2.51K +20 +0.6%
MCM
1378
Manchester Capital Management
Vermont
$429K -$9.81K -78 -2%
FCM
1379
Fourpath Capital Management
Oklahoma
$428K -$118K -936 -22%
TW
1380
TritonPoint Wealth
Maryland
$427K +$50K +398 +13%
JWM
1381
JGP Wealth Management
Oregon
$427K -$6.79K -54 -2%
ESB
1382
Essex Savings Bank
Connecticut
$427K +$33.1K +263 +8%
AF
1383
Alerus Financial
North Dakota
$425K -$2.26K -18 -0.5%
BFC
1384
Bedel Financial Consulting
Indiana
$425K +$139 +1 +0%
CHAM
1385
Clear Harbor Asset Management
Connecticut
$424K +$78.7K +626 +23%
PFWA
1386
Paces Ferry Wealth Advisors
Georgia
$422K -$2.14K -17 -0.5%
QFA
1387
Quantum Financial Advisors
California
$420K -$11.7K -93 -3%
LGA
1388
Lebenthal Global Advisors
New York
$420K -$201K -1,598 -32%
JSW
1389
Journey Strategic Wealth
New Jersey
$419K -$6.29K -50 -1%
CPC
1390
Congress Park Capital
New York
$418K -$44K -350 -10%
AGWCA
1391
Annis Gardner Whiting Capital Advisors
Florida
$418K +$25.3K +201 +6%
OL
1392
OneFund LLC
Florida
$415K +$4.27K +34 +1%
SBIA
1393
Sheaff Brock Investment Advisors
Indiana
$415K -$552K -4,388 -57%
CIC
1394
Crawford Investment Counsel
Georgia
$413K -$880 -7 -0.2%
PCM
1395
Penserra Capital Management
California
$411K +$394K +3,142 +2,327%
PPC
1396
Park Place Capital
Alabama
$408K -$51.8K -412 -11%
PWM
1397
Proathlete Wealth Management
Florida
$408K +$1.63K +13 +0.4%
GPA
1398
Guerra Pan Advisors
New Jersey
$407K – – –
SIA
1399
Soltis Investment Advisors
Utah
$407K +$115K +918 +40%
APP
1400
Avantax Planning Partners
Iowa
$406K -$5.41K -43 -1%
54 55
56
57 58