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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 %
BFC
1451
Blue Fin Capital
Rhode Island
$373K – – –
AL
1452
Aspiriant LLC
California
$372K +$21.7K +173 +6%
NWA
1453
Navis Wealth Advisors
New York
$372K -$28.7K -228 -7%
DE
1454
Diversified Enterprises
Delaware
$372K +$27.3K +217 +8%
AUB
1455
Atlantic Union Bankshares
Virginia
$372K -$3.52K -28 -0.9%
AAS
1456
Ameritas Advisory Services
Nebraska
$371K +$371K +2,953 New
MWP
1457
Meridian Wealth Partners
Pennsylvania
$371K +$371K +2,949 New
WFI
1458
West Family Investments
California
$371K -$8.55K -68 -2%
TC
1459
Taika Capital
Florida
$370K +$370K +2,945 New
PFA
1460
Pathway Financial Advisors
Vermont
$368K – – –
FC
1461
Fulcrum Capital
Washington
$367K – – –
KA
1462
Klingman & Associates
New York
$366K +$61.9K +492 +20%
MAM
1463
McLean Asset Management
Virginia
$364K +$6.66K +53 +2%
FA
1464
Fiducient Advisors
Illinois
$364K +$8.8K +70 +2%
CNB
1465
Camden National Bank
Maine
$363K -$196K -1,561 -35%
TWM
1466
TCFG Wealth Management
California
$362K -$15.6K -124 -4%
LSL
1467
Legacy Solutions LLC
Pennsylvania
$361K +$361K +2,870 New
WTC
1468
WhitTier Trust Company
Nevada
$361K +$155K +1,231 +75%
KSB
1469
Kennebec Savings Bank
Maine
$361K +$10K +81 +3%
ABC
1470
Associated Banc-Corp
Wisconsin
$359K -$12.2K -97 -3%
BCP
1471
Berkeley Capital Partners
Georgia
$359K -$1.55M -12,336 -81%
IIM
1472
Ipswich Investment Management
Massachusetts
$359K – – –
SMA
1473
Seven Mile Advisory
New Jersey
$358K -$11.6K -92 -3%
BAS
1474
Breakthru Advisory Services
Wisconsin
$357K +$357K +2,840 New
ONGA
1475
O'Neil Global Advisors
California
$357K -$648K -5,158 -64%
57 58
59
60 61