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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 %
HI
1426
Harbour Investments
Wisconsin
$276K -$10.7K -103 -4%
CWA
1427
Canvas Wealth Advisors
Kansas
$276K +$52K +499 +23%
ET
1428
Equitable Trust
Tennessee
$275K – – –
HWMG
1429
Hurlow Wealth Management Group
Indiana
$274K – – –
RFM
1430
Royal Fund Management
Florida
$274K +$274K +2,628 New
FAIM
1431
Financial Advocates Investment Management
Washington
$274K +$274K +2,627 New
BOPW
1432
Brandywine Oak Private Wealth
Pennsylvania
$274K -$208 -2 -0.1%
EA
1433
Ellsworth Advisors
Ohio
$273K +$2.09K +20 +0.8%
WCWM
1434
Willow Creek Wealth Management
California
$273K – – –
WAP
1435
Wealthcare Advisory Partners
Pennsylvania
$273K +$21K +201 +8%
CPCM
1436
Cardinal Point Capital Management
Ontario, Canada
$272K +$272K +2,607 New
JPWM
1437
Jamison Private Wealth Management
Georgia
$271K +$154K +1,479 +132%
VI
1438
Versor Investments
New York
$271K -$367K -3,522 -58%
IIM
1439
InTrack Investment Management
Vermont
$271K -$3.44K -33 -1%
NW
1440
Naviter Wealth
Arkansas
$271K +$271K +2,600 New
HFS
1441
Howard Financial Services
Texas
$271K +$938 +9 +0.3%
CFO
1442
CVA Family Office
Colorado
$270K -$7.19K -69 -3%
FFA
1443
Fi3 Financial Advisors
Indiana
$270K +$270K +2,590 New
RWA
1444
River Wealth Advisors
Pennsylvania
$270K +$11.9K +114 +5%
AI
1445
Accredited Investors
Minnesota
$270K +$625 +6 +0.2%
SSB
1446
Sandy Spring Bank
Maryland
$269K -$8.97K -86 -3%
AFA
1447
AA Financial Advisors
Ohio
$269K – – –
BBA
1448
BLB&B Advisors
Pennsylvania
$268K -$20K -192 -7%
EFSCE
1449
Enterprise Financial Services Corp (EFSC)
Missouri
$268K -$23.5K -225 -8%
SAM
1450
Strategy Asset Managers
California
$268K -$1.26M -12,131 -83%
56 57
58
59 60