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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 %
TNA
1451
True North Advisors
Texas
$247K -$29.5K -304 -11%
FAM
1452
Formidable Asset Management
Ohio
$246K +$21.2K +218 +9%
FZCM
1453
Flynn Zito Capital Management
New York
$246K +$389 +4 +0.2%
BFA
1454
Bragg Financial Advisors
North Carolina
$245K – – –
DAM
1455
Doheny Asset Management
California
$245K – – –
ACI
1456
Alpha Cubed Investments
California
$244K +$244K +2,507 New
SWM
1457
Segment Wealth Management
Texas
$243K -$10.7K -110 -4%
BMO
1458
Beck Mack & Oliver
New York
$243K – – –
MFG
1459
Mosaic Financial Group
Illinois
$242K -$126K -1,298 -34%
SC
1460
Sepio Capital
Utah
$242K -$5.45K -56 -2%
AFC
1461
AFT Forsyth & Company
Florida
$242K – – –
PVI
1462
Pine Valley Investments
New Jersey
$241K -$38.5K -396 -14%
IWA
1463
IVC Wealth Advisors
Pennsylvania
$241K +$9.23K +95 +4%
RWA
1464
River Wealth Advisors
Pennsylvania
$241K +$8.55K +88 +4%
FSA
1465
Financial Security Advisor
Virginia
$240K +$1.56K +16 +0.7%
AA
1466
Advisory Alpha
Michigan
$239K -$17.5K -180 -7%
MWA
1467
Midland Wealth Advisors
Illinois
$239K +$14.9K +153 +7%
AMBIA
1468
Allen Mooney & Barnes Investment Advisors
Georgia
$238K -$5.54K -57 -2%
NEWAS
1469
N.E.W. Advisory Services
Wisconsin
$238K +$292 +3 +0.1%
VCG
1470
Vantage Consulting Group
Virginia
$237K -$28.1K -289 -11%
PRI
1471
Prepared Retirement Institute
Pennsylvania
$237K +$24K +247 +11%
HCM
1472
Hall Capital Management
Rhode Island
$236K – – –
BTW
1473
Boston Trust Walden
Massachusetts
$235K – – –
IIC
1474
Integrated Investment Consultants
Michigan
$235K – – –
NC
1475
NBW Capital
Massachusetts
$235K -$11.1K -114 -5%
57 58
59
60 61