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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 %
WI
1501
WrapManager Inc
California
$226K -$28K -288 -11%
IPW
1502
Intergy Private Wealth
Colorado
$226K +$226K +2,324 New
SF
1503
Safeguard Financial
Wisconsin
$225K +$225K +2,318 New
PWA
1504
Primoris Wealth Advisors
Florida
$224K – – –
FCG
1505
Fielder Capital Group
Tennessee
$224K +$1.65K +17 +0.7%
AG
1506
Ascent Group
Virginia
$224K +$224K +2,304 New
AT
1507
American Trust
Kentucky
$224K -$6.8K -70 -3%
OL
1508
Optas LLC
Texas
$224K +$224K +2,303 New
KF
1509
KKM Financial
Illinois
$224K – – –
OAM
1510
Oxford Asset Management
United Kingdom
$223K +$223K +2,298 New
BA
1511
Bridgewater Associates
Connecticut
$223K -$53.7K -553 -19%
CWA
1512
Canvas Wealth Advisors
Kansas
$223K +$223K +2,145 New
PI
1513
PineBridge Investments
New York
$222K -$16.5K -170 -7%
PP
1514
Pegasus Partners
Wisconsin
$222K – – –
AO
1515
Advisor OS
Illinois
$221K +$221K +2,276 New
ONST
1516
Old North State Trust
North Carolina
$221K +$14.6K +150 +7%
Kayne Anderson Rudnick Investment Management
1517
Kayne Anderson Rudnick Investment Management
California
$220K -$40.5K -417 -16%
SCP
1518
Sivia Capital Partners
California
$220K -$680 -7 -0.3%
DMBA
1519
Deseret Mutual Benefit Administrators
Utah
$219K +$5.15K +53 +2%
VNA
1520
Valley National Advisers
Pennsylvania
$219K +$2.52K +26 +1%
MHWM
1521
Montz Harcus Wealth Management
Louisiana
$218K +$972 +10 +0.4%
VC
1522
Veracity Capital
Georgia
$217K +$217K +2,238 New
EHC
1523
Everett Harris & Co
California
$217K +$217K +2,231 New
GEA
1524
Glen Eagle Advisors
New Jersey
$217K +$2.43K +25 +1%
SB
1525
Sunflower Bank
Texas
$216K +$216K +2,222 New
59 60
61
62 63