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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 %
AT
1526
American Trust
Kentucky
$230K -$10.1K -97 -4%
Wolverine Trading
1527
Wolverine Trading
Illinois
$229K -$4.08M -39,201 -95%
BFM
1528
Boothbay Fund Management
New York
$229K +$229K +2,197 New
GIM
1529
Groesbeck Investment Management
New Jersey
$229K – – –
CRI
1530
Colonial River Investments
Virginia
$229K -$201K -1,924 -47%
BFA
1531
Beaumont Financial Advisors
Massachusetts
$228K +$521 +5 +0.2%
WG
1532
Welch Group
Alabama
$227K – – –
BHIA
1533
Birch Hill Investment Advisors
Massachusetts
$226K – – –
SB
1534
Sunflower Bank
Texas
$226K -$5.53K -53 -2%
MCM
1535
Marathon Capital Management
Maryland
$225K -$2.61K -25 -1%
OPCM
1536
Osborne Partners Capital Management
California
$225K +$225K +2,162 New
LGG
1537
Luts & Greenleigh Group
Maryland
$225K +$2.19K +21 +1%
MME
1538
Meag Munich Ergo
Germany
$225K -$608K -5,833 -73%
HAS
1539
HBW Advisory Services
California
$224K -$1.46K -14 -0.6%
CFGS
1540
Concourse Financial Group Securities
Alabama
$224K +$49.2K +472 +28%
FC
1541
Fairscale Capital
New Hampshire
$224K -$5.21K -50 -2%
NHT
1542
New Hampshire Trust
New Hampshire
$223K +$3.86K +37 +2%
BWM
1543
BKM Wealth Management
Wisconsin
$222K +$222K +2,130 New
FIC
1544
FCG Investment Company
Tennessee
$222K -$1.88K -18 -0.8%
JCM
1545
Jacobsen Capital Management
Utah
$222K +$1.15K +11 +0.5%
AWA
1546
Alta Wealth Advisors
Massachusetts
$221K -$3.86K -37 -2%
WRPWM
1547
Werba Rubin Papier Wealth Management
California
$221K +$221K +2,118 New
WPW
1548
Warther Private Wealth
Ohio
$220K – – –
LF
1549
Lantz Financial
Illinois
$220K +$220K +2,112 New
KFA
1550
Krane Funds Advisors
New York
$220K +$220K +2,111 New
60 61
62
63 64