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Morgan Stanley
MS

Overview Fund Activity

1,850 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, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
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
Capital Research Global Investors
California
+$667M
2
AIM
Alphinity Investment Management
Australia
+$622M
3
BlackRock
BlackRock
New York
+$460M
4
Franklin Resources
Franklin Resources
California
+$378M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$897M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$767M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$194M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1501
Kathmere Capital Management
Pennsylvania
$243K +$243K +2,332 New
DMBA
1502
Deseret Mutual Benefit Administrators
Utah
$243K +$7.92K +76 +3%
UCB
1503
United Community Bank
South Carolina
$242K -$1.04K -10 -0.4%
MAG
1504
Mayfair Advisory Group
Alabama
$242K – – –
SIA
1505
Soltis Investment Advisors
Utah
$242K +$242K +2,318 New
PWA
1506
Primoris Wealth Advisors
Florida
$240K – – –
PWA
1507
Prairie Wealth Advisors
Nebraska
$240K -$33.6K -322 -12%
WJA
1508
Willis Johnson & Associates
Texas
$240K +$240K +2,299 New
MFG
1509
Mosaic Financial Group
Illinois
$239K -$20.8K -200 -8%
SAM
1510
Shell Asset Management
Netherlands
$239K +$239K +2,297 New
PP
1511
Pegasus Partners
Wisconsin
$239K – – –
HWM
1512
Hemington Wealth Management
Virginia
$237K -$5.92K -51 -2%
ONST
1513
Old North State Trust
North Carolina
$237K – – –
OFG
1514
Oxford Financial Group
Indiana
$237K -$132K -1,262 -36%
Kayne Anderson Rudnick Investment Management
1515
Kayne Anderson Rudnick Investment Management
California
$235K -$834 -8 -0.4%
MHWM
1516
Montz Harcus Wealth Management
Louisiana
$234K +$521 +5 +0.2%
VC
1517
Veracity Capital
Georgia
$234K +$938 +9 +0.4%
CCFM
1518
Clear Creek Financial Management
Washington
$234K +$3.65K +35 +2%
EHC
1519
Everett Harris & Co
California
$233K – – –
BFG
1520
Bouchey Financial Group
New York
$232K +$3.44K +33 +2%
FCA
1521
FinTrust Capital Advisors
South Carolina
$232K -$54.6K -524 -19%
VCM
1522
Versant Capital Management
Arizona
$232K +$178K +1,706 +330%
SPI
1523
Sutton Place Investors
New York
$232K +$9.49K +91 +4%
CB
1524
Cadence Bank
Mississippi
$230K +$230K +2,209 New
MPW
1525
Monterey Private Wealth
California
$230K – – –
59 60
61
62 63