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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 %
ECU
1401
Eisler Capital (US)
New York
$290K -$1.67M -15,985 -85%
IWP
1402
Invenio Wealth Partners
Florida
$290K +$9.38K +90 +3%
MPWS
1403
McCarter Private Wealth Services
Massachusetts
$289K +$289K +2,775 New
WGAM
1404
Wilkinson Global Asset Management
New York
$289K – – –
S
1405
Sunpointe
Missouri
$288K +$288K +2,759 New
VA
1406
Valmark Advisers
Ohio
$287K -$7.09K -68 -2%
CHAM
1407
Clear Harbor Asset Management
Connecticut
$286K – – –
FGA
1408
Fortis Group Advisors
New Jersey
$286K – – –
JSC
1409
Jackson Square Capital
California
$286K – – –
D
1410
Diversified
Delaware
$286K +$2.29K +22 +0.8%
DE
1411
Diversified Enterprises
Delaware
$286K +$286K +2,740 New
GFA
1412
Gallagher Fiduciary Advisors
Illinois
$285K +$9.07K +87 +3%
PWM
1413
Paulson Wealth Management
Illinois
$284K – – –
ES
1414
Eagle Strategies
New York
$284K -$11.9K -114 -4%
BP
1415
Broadleaf Partners
Ohio
$283K – – –
EC
1416
EntryPoint Capital
New York
$280K +$280K +2,687 New
DJSG
1417
D.J. St. Germain
Massachusetts
$278K +$4.48K +43 +2%
NEWAS
1418
N.E.W. Advisory Services
Wisconsin
$278K +$23.1K +222 +9%
CA
1419
Cornerstone Advisory
Maryland
$278K +$2.19K +21 +0.8%
PA
1420
PFG Advisors
Arizona
$278K -$36.6K -351 -12%
TA
1421
TFB Advisors
Kansas
$277K +$10.3K +99 +4%
AWS
1422
Aspen Wealth Strategies
Colorado
$277K +$277K +2,662 New
SCP
1423
Sivia Capital Partners
California
$277K +$41.6K +399 +18%
NDSI
1424
Newman Dignan & Sheerar Inc
Rhode Island
$277K – – –
WAG
1425
Wallace Advisory Group
California
$276K -$8.55K -88 -3%
55 56
57
58 59