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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 %
IEFM
1451
IQ EQ Fund Management
Ireland
$266K -$8.55K -82 -3%
BOM
1452
Bank of Marin
California
$266K – – –
AMBIA
1453
Allen Mooney & Barnes Investment Advisors
Georgia
$266K +$10.8K +104 +4%
TNA
1454
True North Advisors
Texas
$265K – – –
PVI
1455
Pine Valley Investments
New Jersey
$264K +$5.73K +55 +2%
SF
1456
Safeguard Financial
Wisconsin
$264K +$22.4K +215 +9%
S
1457
Sachetta
Massachusetts
$264K +$4.9K +47 +2%
FZCM
1458
Flynn Zito Capital Management
New York
$263K – – –
IPW
1459
Intergy Private Wealth
Colorado
$263K +$21.2K +203 +9%
DAM
1460
Doheny Asset Management
California
$263K – – –
BFA
1461
Bragg Financial Advisors
North Carolina
$263K – – –
IWA
1462
IVC Wealth Advisors
Pennsylvania
$263K +$3.96K +38 +2%
SC
1463
Sepio Capital
Utah
$262K +$2.19K +21 +0.8%
SWM
1464
Segment Wealth Management
Texas
$261K – – –
CLA
1465
Carnegie Lake Advisors
New Jersey
$261K +$261K +2,500 New
FSA
1466
Financial Security Advisor
Virginia
$261K +$3.75K +36 +1%
BMO
1467
Beck Mack & Oliver
New York
$261K – – –
KFS
1468
Kaizen Financial Strategies
California
$260K +$2.4K +23 +0.9%
BWA
1469
Bordeaux Wealth Advisors
California
$260K +$260K +2,497 New
AFC
1470
AFT Forsyth & Company
Florida
$259K – – –
MCWA
1471
Meadow Creek Wealth Advisors
Georgia
$259K +$36.1K +346 +16%
NC
1472
NBW Capital
Massachusetts
$257K +$4.9K +47 +2%
AG
1473
Ascent Group
Virginia
$257K +$16.8K +161 +7%
FBT
1474
First Bank & Trust
South Dakota
$257K +$257K +2,464 New
UF
1475
Univest Financial
Pennsylvania
$257K +$257K +2,463 New
57 58
59
60 61