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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.6M 667,801 -4,207 -0.6%
LCP
127
LGT Capital Partners
Switzerland
$69.2M 663,540 +59,420 +10%
ERSOT
128
Employees Retirement System of Texas
Texas
$68.7M 659,400 – –
Truist Financial
129
Truist Financial
North Carolina
$68.5M 657,277 -28,490 -4%
FMI
130
Factory Mutual Insurance
Massachusetts
$68.3M 655,250 -60,000 -8%
WFMPM
131
Woodley Farra Manion Portfolio Management
Indiana
$64.8M 621,239 +410 +0.1%
TCA
132
Teewinot Capital Advisers
New York
$63.5M 609,254 +53,329 +10%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$63.2M 606,235 -723,170 -54%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$62.2M 596,932 +9,154 +2%
Victory Capital Management
135
Victory Capital Management
Texas
$62.1M 595,792 -48,879 -8%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$61.3M 589,263 -7,860 -1%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$61.2M 587,689 +2,777 +0.5%
ClearBridge Investments
138
ClearBridge Investments
New York
$60.6M 581,417 -44,339 -7%
Capital Fund Management (CFM)
139
Capital Fund Management (CFM)
France
$59.4M 569,478 -454,403 -44%
Calamos Advisors
140
Calamos Advisors
Illinois
$57.2M 548,468 -26,101 -5%
SEI Investments
141
SEI Investments
Pennsylvania
$56.8M 545,274 +19,123 +4%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$56.8M 545,146 +77,225 +17%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$56.5M 541,669 -46,073 -8%
ASC
144
Atalanta Sosnoff Capital
New York
$54.8M 526,153 -1,158 -0.2%
LFRG
145
Lazard Frères Gestion
France
$54.6M 523,798 -8,787 -2%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$54.1M 519,357 -1,150 -0.2%
Skandinaviska Enskilda Banken (SEB)
147
Skandinaviska Enskilda Banken (SEB)
Sweden
$53M 507,857 +236,229 +87%
CS
148
Candriam SCA
Luxembourg
$53M 508,289 +114,448 +29%
Asset Management One
149
Asset Management One
Japan
$52.5M 503,769 +2,183 +0.4%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$50.6M 485,271 -5,017 -1%
4 5
6
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