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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 %
AWM
1476
Ariadne Wealth Management
California
$357K – – –
OCM
1477
Objective Capital Management
Ohio
$356K -$29.8K -237 -8%
IWP
1478
Invenio Wealth Partners
Florida
$355K +$5.53K +44 +2%
CM
1479
Cercano Management
Washington
$354K – – –
ANBT
1480
American National Bank & Trust
Texas
$353K -$67.6K -538 -16%
S
1481
Sunpointe
Missouri
$350K +$3.4K +27 +1%
KCM
1482
Kathmere Capital Management
Pennsylvania
$350K +$56.8K +452 +19%
WGAM
1483
Wilkinson Global Asset Management
New York
$349K – – –
TWM
1484
Thrive Wealth Management
Pennsylvania
$349K -$2.52K -20 -0.7%
AFG
1485
Allegheny Financial Group
Pennsylvania
$348K -$1.13K -9 -0.3%
JSC
1486
Jackson Square Capital
California
$347K +$2.39K +19 +0.7%
WAG
1487
Wallace Advisory Group
California
$347K +$50.6K +485 +17%
CFGS
1488
Concourse Financial Group Securities
Alabama
$346K +$53.4K +393 +18%
SCP
1489
Sivia Capital Partners
California
$346K +$10.9K +87 +3%
FGA
1490
Fortis Group Advisors
New Jersey
$345K – – –
PWM
1491
Paulson Wealth Management
Illinois
$343K – – –
JAG
1492
Journey Advisory Group
Kentucky
$342K – – –
BP
1493
Broadleaf Partners
Ohio
$342K – – –
BOPW
1494
Brandywine Oak Private Wealth
Pennsylvania
$340K +$10.2K +81 +3%
VC
1495
Veracity Capital
Georgia
$340K +$57.2K +455 +20%
CPCM
1496
Cardinal Point Capital Management
Ontario, Canada
$339K +$11.3K +90 +3%
LSA
1497
Lion Street Advisors
Texas
$339K -$17.2K -137 -5%
AO
1498
Advisor OS
Illinois
$338K +$36.5K +290 +12%
AFC
1499
AFT Forsyth & Company
Florida
$338K +$25.1K +200 +8%
SWA
1500
Sax Wealth Advisors
New Jersey
$337K +$33.3K +265 +11%
58 59
60
61 62