Morgan Stanley
1,821 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 738 increasing their positions, 655 reducing their positions, and 107 closing their positions.
56% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 107
13% more repeat investments, than reductions
Existing positions increased: 738 | Existing positions reduced: 655
2% more funds holding
Funds holding: 1,793 → 1,821 (+28)
3% more capital invested
Capital invested by funds: $128B → $131B (+$3.5B)
0.09% more ownership
Funds ownership: 83% → 83.09% (+0.09%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
13% less call options, than puts
Call options by funds: $3.12B | Put options by funds: $3.57B
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$563M |
| 2 |
Goldman Sachs
New York
|
+$368M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$304M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$201M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$167M |
Top Sellers
MS Hedge Fund Activity: Q2 2024 in Review
1,821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2024, worth a combined $131B — up 2.7% from $128B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new MS positions and 107 closed out — a net gain of 60 holders — while 738 added to existing stakes and 655 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $490M.
- 1,821 institutional investors held Morgan Stanley (MS) as of Q2 2024, up from 1,793 in Q1 2024.
- Funds reported $131B of Morgan Stanley stock for Q2 2024, up 2.7% quarter-over-quarter.
- 167 funds opened new Morgan Stanley positions in Q2 2024 and 107 closed out, a net change of +60 holders.
- The largest Morgan Stanley buyer in Q2 2024 was Fidelity Investments, an estimated $563M added.
- The largest Morgan Stanley seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $490M sold.
Based on aggregated 13F filings for Q2 2024.