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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
126
Pzena Investment Management
New York
$94.2M -$151K -1,204 -0.2%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$91.8M +$1.07M +8,508 +1%
Mariner
128
Mariner
Kansas
$91.4M +$4.02M +31,963 +5%
CS
129
Candriam SCA
Luxembourg
$89M +$25.1M +199,465 +39%
TG
130
TCW Group
California
$87.9M -$5M -39,796 -5%
AAMU
131
AEGON Asset Management (UK)
United Kingdom
$86.7M -$3.79M -30,170 -4%
Man Group
132
Man Group
United Kingdom
$82.8M -$48.6M -386,475 -37%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$82.5M -$2.07M -16,497 -2%
RG
134
Rathbones Group
United Kingdom
$82M -$14.1M -112,297 -15%
Truist Financial
135
Truist Financial
North Carolina
$79.4M -$3.27M -26,048 -4%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$78.6M +$20.8M +165,162 +36%
WFMPM
137
Woodley Farra Manion Portfolio Management
Indiana
$78.1M -$20.4K -162 -0%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$75.6M +$546K +4,340 +0.7%
Capital Fund Management (CFM)
139
Capital Fund Management (CFM)
France
$75.1M +$3.51M +27,908 +5%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$74.2M +$5.68M +45,201 +8%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$74.1M – – –
TD Asset Management
142
TD Asset Management
Ontario, Canada
$73.3M -$746K -5,937 -1%
PI
143
PineBridge Investments
New York
$73M +$42.3M +336,179 +137%
Asset Management One
144
Asset Management One
Japan
$72.5M +$8.65M +68,253 +14%
SEI Investments
145
SEI Investments
Pennsylvania
$71M +$2.44M +19,389 +4%
Mitsubishi UFJ Trust & Banking
146
Mitsubishi UFJ Trust & Banking
Japan
$70.6M +$2.54M +20,181 +4%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$65.8M +$468K +3,720 +0.7%
ERSOT
148
Employees Retirement System of Texas
Texas
$65.6M -$17.3M -137,400 -21%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$65.6M -$73M -580,698 -53%
ASC
150
Atalanta Sosnoff Capital
New York
$65.3M -$835K -6,641 -1%
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