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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 %
DSC
1426
Duncker Streett & Co
Missouri
$386K – – –
EFM
1427
E Fund Management
China
$386K +$386K +3,071 New
OWA
1428
One Wealth Advisors
California
$384K -$110K -877 -22%
OL
1429
Optas LLC
Texas
$384K +$22.6K +180 +6%
SL
1430
Sentinus LLC
Illinois
$383K -$105K -839 -22%
MF
1431
Manchester Financial
California
$383K – – –
ORC
1432
O'Rourke & Company
Massachusetts
$382K +$503 +4 +0.1%
WAP
1433
Wealthcare Advisory Partners
Pennsylvania
$382K +$52.3K +416 +16%
GD
1434
Grandfield & Dodd
New York
$382K +$629 +5 +0.2%
EA
1435
Everpar Advisors
Oklahoma
$381K +$30.6K +243 +9%
PCA
1436
Pallas Capital Advisors
Massachusetts
$380K +$7.29K +58 +2%
WA1
1437
Wimmer Associates 1
California
$380K – – –
FOA
1438
Five Oceans Advisors
California
$380K +$3.02K +24 +0.8%
LIG
1439
Lokken Investment Group
Delaware
$379K -$4.9K -39 -1%
WP
1440
WMS Partners
Maryland
$378K +$378K +3,009 New
PWM
1441
Partners Wealth Management
California
$378K +$378K +3,009 New
PCG
1442
Prosperity Consulting Group
Maryland
$378K +$69.5K +553 +23%
Cohen & Steers
1443
Cohen & Steers
New York
$378K +$19.1K +152 +5%
PWP
1444
Perfromance Wealth Partners
Illinois
$378K +$9.81K +78 +3%
CWM
1445
Circle Wealth Management
New Jersey
$377K +$1.51K +12 +0.4%
FIB
1446
First Interstate Bank
Montana
$377K -$2.26K -18 -0.6%
SOAMC
1447
Spirit of America Management Corp
New York
$377K – – –
AA
1448
Auxano Advisors
Washington
$377K +$12.1K +96 +3%
SWG
1449
Summit Wealth Group
Vermont
$375K – – –
CSB
1450
City State Bank
Iowa
$374K -$44K -350 -11%
56 57
58
59 60