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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 %
HI
1501
Harbour Investments
Wisconsin
$337K +$4.78K +38 +1%
SSB
1502
Sandy Spring Bank
Maryland
$337K +$12.1K +96 +4%
GSWM
1503
Golden State Wealth Management
California
$337K +$337K +2,680 New
FMTC
1504
Farmers & Merchants Trust Company
California
$337K -$16.3K -130 -5%
EFSCE
1505
Enterprise Financial Services Corp (EFSC)
Missouri
$336K +$12.8K +102 +4%
NEWAS
1506
N.E.W. Advisory Services
Wisconsin
$336K +$377 +3 +0.1%
WI
1507
WrapManager Inc
California
$334K -$73.3K -583 -18%
GPW
1508
Genesis Private Wealth
Virginia
$331K +$331K +2,635 New
WCWM
1509
Willow Creek Wealth Management
California
$329K -$754 -6 -0.2%
XF
1510
XML Financial
Maryland
$328K +$328K +2,612 New
ET
1511
Equitable Trust
Tennessee
$328K -$3.77K -30 -1%
AWS
1512
Aspen Wealth Strategies
Colorado
$327K -$7.42K -59 -2%
NW
1513
Naviter Wealth
Arkansas
$327K – – –
HWMG
1514
Hurlow Wealth Management Group
Indiana
$326K -$4.65K -37 -1%
BSB
1515
Bangor Savings Bank
Maine
$326K +$23K +183 +8%
BFA
1516
Bragg Financial Advisors
North Carolina
$326K +$8.8K +70 +3%
TPA
1517
Trivium Point Advisory
Connecticut
$325K +$28.3K +225 +10%
RS
1518
Rakuten Securities
Japan
$325K +$287K +2,284 +761%
AA
1519
Advisory Alpha
Michigan
$324K +$16.3K +130 +5%
FA
1520
FDx Advisors
Illinois
$324K -$49.5K -394 -13%
MCWA
1521
Meadow Creek Wealth Advisors
Georgia
$324K +$12.1K +96 +4%
AF
1522
Apexium Financial
Texas
$322K -$80K -636 -20%
APW
1523
Austin Private Wealth
Texas
$322K +$143K +1,141 +80%
PL
1524
Plancorp LLC
Missouri
$321K +$18K +143 +6%
AMBIA
1525
Allen Mooney & Barnes Investment Advisors
Georgia
$321K +$377 +3 +0.1%
59 60
61
62 63