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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 %
WAP
1476
Wealthcare Advisory Partners
Pennsylvania
$235K +$4.57K +47 +2%
BSB
1477
Bangor Savings Bank
Maine
$234K – – –
RIM
1478
Reliant Investment Management
Tennessee
$234K -$4.51M -46,433 -95%
AFG
1479
Allegheny Financial Group
Pennsylvania
$233K +$233K +2,400 New
MAG
1480
Mayfair Advisory Group
Alabama
$233K -$26.3K -253 -10%
FC
1481
Fairscale Capital
New Hampshire
$233K +$233K +2,195 New
DWG
1482
Darden Wealth Group
Michigan
$233K – – –
HWM
1483
Horizon Wealth Management
Illinois
$233K +$2.33K +24 +1%
FCM
1484
Firestone Capital Management
Florida
$233K +$15.7K +162 +7%
IFU
1485
iSAM Funds (UK)
United Kingdom
$232K +$232K +2,392 New
N
1486
Numerai
California
$232K +$232K +2,389 New
CT
1487
Chicago Trust
Illinois
$232K +$232K +2,388 New
ACG
1488
Allen Capital Group
Nebraska
$231K +$231K +2,381 New
CBT
1489
Central Bank & Trust
Kentucky
$231K -$187K -1,926 -45%
PL
1490
Plancorp LLC
Missouri
$231K +$2.82K +29 +1%
IGAM
1491
iA Global Asset Management
Quebec, Canada
$230K -$19.4K -200 -8%
GWM
1492
Gitterman Wealth Management
New Jersey
$230K +$230K +2,365 New
SAI
1493
Savvy Advisors Inc
New York
$229K +$229K +2,356 New
KA
1494
Klingman & Associates
New York
$228K +$14.1K +145 +7%
SWA
1495
Sax Wealth Advisors
New Jersey
$228K +$228K +2,350 New
CC
1496
Callan Capital
California
$228K +$228K +2,348 New
AA
1497
Argent Advisors
Louisiana
$227K – – –
UCB
1498
United Community Bank
South Carolina
$227K +$32.3K +332 +17%
CP
1499
Castleview Partners
Texas
$227K -$33.1K -341 -13%
NDSI
1500
Newman Dignan & Sheerar Inc
Rhode Island
$226K – – –
58 59
60
61 62