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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 %
PWP
1401
Phillips Wealth Planners
Mississippi
$405K -$72.3K -586 -15%
AFA
1402
AA Financial Advisors
Ohio
$404K +$80.1K +637 +25%
AIP
1403
Alexis Investment Partners
Texas
$404K +$404K +3,216 New
FFN
1404
Focus Financial Network
Minnesota
$403K +$8.05K +64 +2%
HFS
1405
Howard Financial Services
Texas
$403K +$75.9K +604 +23%
LMKC
1406
L.M. Kohn & Company
Ohio
$403K +$22.6K +180 +6%
OAM
1407
Ostrum Asset Management
France
$402K -$16.7K -133 -4%
BCM
1408
Brown Capital Management
Maryland
$401K -$73.3K -583 -15%
GFA
1409
Gallagher Fiduciary Advisors
Illinois
$400K +$56.7K +451 +17%
LA
1410
Lane & Associates
New Jersey
$400K -$8.58K -62 -2%
MAC
1411
Mason & Associates (California)
California
$399K +$11.3K +90 +3%
BAAM
1412
Baker Avenue Asset Management
California
$399K -$10.6K -84 -3%
OC
1413
Opinicus Capital
Florida
$397K -$13.1K -104 -3%
PWM
1414
Pines Wealth Management
North Carolina
$397K +$397K +3,216 New
EIP
1415
Easterly Investment Partners
Massachusetts
$396K – – –
OFW
1416
Omnia Family Wealth
Florida
$395K +$9.68K +77 +3%
AG
1417
Ascent Group
Virginia
$393K +$83.5K +664 +27%
KFI
1418
Key Financial Inc
Pennsylvania
$393K +$39K +310 +11%
CW
1419
Code Waechter
Florida
$393K +$3.52K +28 +0.9%
NCTC
1420
New Covenant Trust Company
Indiana
$391K -$3.77K -30 -1%
WA
1421
Waddell & Associates
Tennessee
$391K – – –
WGC
1422
Watts Gwilliam & Co
Arizona
$390K -$5.71K -45 -1%
VI
1423
Versor Investments
New York
$390K +$62.9K +500 +19%
TWM
1424
Trueblood Wealth Management
Ohio
$387K – – –
HGA
1425
Hobbs Group Advisors
South Carolina
$387K +$1.26K +10 +0.3%
55 56
57
58 59