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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 %
KC
1401
Kingfisher Capital
North Carolina
$275K – – –
LTI
1402
Laffer Tengler Investments
Tennessee
$275K +$125K +1,282 +83%
VA
1403
Valmark Advisers
Ohio
$274K -$5.54K -57 -2%
FMTC
1404
Farmers & Merchants Trust Company
California
$274K -$30.2K -311 -10%
AAS
1405
Ameritas Advisory Services
Nebraska
$272K +$2.53K +26 +0.9%
EFSCE
1406
Enterprise Financial Services Corp (EFSC)
Missouri
$272K +$4.96K +51 +2%
KFI
1407
Key Financial Inc
Pennsylvania
$272K +$19.7K +203 +8%
EB
1408
Eastern Bank
Massachusetts
$270K -$40.2K -414 -13%
WGAM
1409
Wilkinson Global Asset Management
New York
$270K -$167K -1,720 -38%
BBA
1410
BLB&B Advisors
Pennsylvania
$269K -$53.5K -550 -17%
PWP
1411
Perfromance Wealth Partners
Illinois
$268K – – –
FCA
1412
FinTrust Capital Advisors
South Carolina
$267K -$2.33K -24 -0.9%
HI
1413
Harbour Investments
Wisconsin
$267K +$4.37K +45 +2%
CHAM
1414
Clear Harbor Asset Management
Connecticut
$267K – – –
FGA
1415
Fortis Group Advisors
New Jersey
$267K -$3.4K -35 -1%
JSC
1416
Jackson Square Capital
California
$266K – – –
PFA
1417
Pathway Financial Advisors
Vermont
$266K – – –
PWM
1418
Paulson Wealth Management
Illinois
$265K – – –
AA
1419
Auxano Advisors
Washington
$265K -$6.12K -63 -2%
BP
1420
Broadleaf Partners
Ohio
$264K – – –
D
1421
Diversified
Delaware
$264K +$264K +2,718 New
PF
1422
Phoenix Financial
Israel
$264K -$9.5K -98 -3%
PWP
1423
Phillips Wealth Planners
Mississippi
$262K -$3.52K -34 -1%
CA
1424
Crewe Advisors
Utah
$261K -$3.5K -36 -1%
FSA
1425
Fort Sheridan Advisors
Illinois
$261K +$4.08K +42 +2%
55 56
57
58 59