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Morgan Stanley
MS

1,866 hedge funds and large institutions have $141B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 761 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 108

16% more repeat investments, than reductions

Existing positions increased: 761 | Existing positions reduced: 658

8% more capital invested

Capital invested by funds: $131B → $141B (+$9.92B)

2% more funds holding

Funds holding: 1,821 → 1,866 (+45)

0.52% more ownership

Funds ownership: 83.09% → 83.61% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

14% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.82B

Holders
1,866
Holders Change
+45
Holders Change %
+2.47%
% of All Funds
26.79%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
175
Increased
761
Reduced
658
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$644M
2
AIM
Alphinity Investment Management
Australia
+$601M
3
BlackRock
BlackRock
New York
+$444M
4
Franklin Resources
Franklin Resources
California
+$339M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$128M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$866M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$741M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$187M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1426
Broadleaf Partners
Ohio
$283K – – –
EC
1427
EntryPoint Capital
New York
$280K +$271K +2,687 New
DJSG
1428
D.J. St. Germain
Massachusetts
$278K +$4.33K +43 +2%
NEWAS
1429
N.E.W. Advisory Services
Wisconsin
$278K +$22.4K +222 +9%
CA
1430
Cornerstone Advisory
Maryland
$278K +$2.12K +21 +0.8%
PA
1431
PFG Advisors
Arizona
$278K -$35.3K -351 -12%
TA
1432
TFB Advisors
Kansas
$277K +$9.97K +99 +4%
AWS
1433
Aspen Wealth Strategies
Colorado
$277K +$268K +2,662 New
SCP
1434
Sivia Capital Partners
California
$277K +$40.2K +399 +18%
NDSI
1435
Newman Dignan & Sheerar Inc
Rhode Island
$277K – – –
WAG
1436
Wallace Advisory Group
California
$276K -$8.86K -88 -3%
HI
1437
Harbour Investments
Wisconsin
$276K -$10.4K -103 -4%
CWA
1438
Canvas Wealth Advisors
Kansas
$276K +$50.3K +499 +23%
ET
1439
Equitable Trust
Tennessee
$275K – – –
HWMG
1440
Hurlow Wealth Management Group
Indiana
$274K – – –
RFM
1441
Royal Fund Management
Florida
$274K +$265K +2,628 New
FAIM
1442
Financial Advocates Investment Management
Washington
$274K +$265K +2,627 New
BOPW
1443
Brandywine Oak Private Wealth
Pennsylvania
$274K -$201 -2 -0.1%
EA
1444
Ellsworth Advisors
Ohio
$273K +$2.01K +20 +0.8%
WCWM
1445
Willow Creek Wealth Management
California
$273K – – –
WAP
1446
Wealthcare Advisory Partners
Pennsylvania
$273K +$20.2K +201 +8%
CPCM
1447
Cardinal Point Capital Management
Ontario, Canada
$272K +$263K +2,607 New
JPWM
1448
Jamison Private Wealth Management
Georgia
$271K +$149K +1,479 +132%
VI
1449
Versor Investments
New York
$271K -$355K -3,522 -58%
IIM
1450
InTrack Investment Management
Vermont
$271K -$3.32K -33 -1%
56 57
58
59 60

MS Hedge Fund Activity: Q3 2024 in Review

1,866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2024, worth a combined $141B — up 7.6% from $131B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MS positions and 108 closed out — a net gain of 67 holders — while 761 added to existing stakes and 658 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $644M. The largest seller was JP Morgan Chase, cutting an estimated $866M.

  • 1,866 institutional investors held Morgan Stanley (MS) as of Q3 2024, up from 1,821 in Q2 2024.
  • Funds reported $141B of Morgan Stanley stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 175 funds opened new Morgan Stanley positions in Q3 2024 and 108 closed out, a net change of +67 holders.
  • The largest Morgan Stanley buyer in Q3 2024 was Capital Research Global Investors, an estimated $644M added.
  • The largest Morgan Stanley seller in Q3 2024 was JP Morgan Chase, an estimated $866M sold.

Based on aggregated 13F filings for Q3 2024.