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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 %
MPW
1526
Monterey Private Wealth
California
$215K – – –
CCFM
1527
Clear Creek Financial Management
Washington
$214K +$2.92K +30 +1%
GIM
1528
Groesbeck Investment Management
New Jersey
$214K – – –
BFG
1529
Bouchey Financial Group
New York
$213K -$9.81K -101 -4%
MCM
1530
Marathon Capital Management
Maryland
$213K -$32.4K -333 -13%
BFA
1531
Beaumont Financial Advisors
Massachusetts
$212K -$8.45K -87 -4%
WG
1532
Welch Group
Alabama
$212K – – –
BHIA
1533
Birch Hill Investment Advisors
Massachusetts
$211K – – –
HAS
1534
HBW Advisory Services
California
$211K -$91.1K -937 -30%
LS
1535
Livforsakringsbolaget Skandia
Sweden
$210K -$48.6K -500 -19%
AWA
1536
Alta Wealth Advisors
Massachusetts
$210K -$19.4K -200 -8%
FIC
1537
FCG Investment Company
Tennessee
$208K -$1.94K -20 -0.9%
LGG
1538
Luts & Greenleigh Group
Maryland
$208K +$208K +2,138 New
MCWA
1539
Meadow Creek Wealth Advisors
Georgia
$208K +$208K +2,135 New
SPI
1540
Sutton Place Investors
New York
$207K +$207K +2,131 New
JWCA
1541
J.W. Coons Advisors
Ohio
$206K +$206K +2,121 New
WPW
1542
Warther Private Wealth
Ohio
$206K +$206K +2,115 New
JCM
1543
Jacobsen Capital Management
Utah
$205K +$205K +2,114 New
GSIAS
1544
Garden State Investment Advisory Services
New Jersey
$205K +$205K +2,106 New
BWAM
1545
Boyd Watterson Asset Management
Ohio
$205K – – –
NHT
1546
New Hampshire Trust
New Hampshire
$205K +$205K +2,105 New
IP
1547
Investment Partners
Ohio
$204K +$204K +2,098 New
IGGA
1548
Iron Gate Global Advisors
Utah
$203K +$203K +2,092 New
MIM
1549
Macroview Investment Management
Maryland
$203K +$972 +10 +0.5%
MC
1550
Mirabaud & Cie
Switzerland
$203K +$203K +2,090 New
60 61
62
63 64