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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 %
IWP
1426
Invenio Wealth Partners
Florida
$261K +$5.93K +61 +2%
LMKC
1427
L.M. Kohn & Company
Ohio
$260K -$13.8K -142 -5%
GP
1428
Girard Partners
Pennsylvania
$260K +$22.6K +232 +9%
SSB
1429
Sandy Spring Bank
Maryland
$260K +$5.44K +56 +2%
CFO
1430
CVA Family Office
Colorado
$259K +$5.25K +54 +2%
S
1431
Sachetta
Massachusetts
$258K -$1.97K -19 -0.8%
GFA
1432
Gallagher Fiduciary Advisors
Illinois
$257K +$257K +2,644 New
CA
1433
Cornerstone Advisory
Maryland
$257K -$96.1K -989 -27%
KFS
1434
Kaizen Financial Strategies
California
$257K +$1.87K +18 +0.7%
IEFM
1435
IQ EQ Fund Management
Ireland
$256K – – –
ET
1436
Equitable Trust
Tennessee
$256K +$43.3K +446 +20%
IIM
1437
InTrack Investment Management
Vermont
$256K -$9.72K -100 -4%
HWMG
1438
Hurlow Wealth Management Group
Indiana
$256K -$1.17K -12 -0.5%
BOPW
1439
Brandywine Oak Private Wealth
Pennsylvania
$255K – – –
DJSG
1440
D.J. St. Germain
Massachusetts
$255K -$44.9K -462 -15%
PWA
1441
Prairie Wealth Advisors
Nebraska
$255K +$680 +7 +0.3%
WCWM
1442
Willow Creek Wealth Management
California
$255K -$292 -3 -0.1%
EA
1443
Ellsworth Advisors
Ohio
$253K +$292 +3 +0.1%
WFI
1444
West Family Investments
California
$252K +$2.62K +27 +1%
HFS
1445
Howard Financial Services
Texas
$252K +$4.47K +46 +2%
TCWA
1446
Turtle Creek Wealth Advisors
Texas
$252K +$5.44K +56 +2%
AI
1447
Accredited Investors
Minnesota
$251K -$16.7K -172 -6%
AFA
1448
AA Financial Advisors
Ohio
$251K – – –
TA
1449
TFB Advisors
Kansas
$249K +$249K +2,563 New
BOM
1450
Bank of Marin
California
$248K +$248K +2,553 New
56 57
58
59 60