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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 %
MFG
1526
Mosaic Financial Group
Illinois
$321K +$32.5K +258 +11%
BOM
1527
Bank of Marin
California
$321K – – –
CP
1528
Castleview Partners
Texas
$321K +$16.2K +130 +5%
PVI
1529
Pine Valley Investments
New Jersey
$319K +$377 +3 +0.1%
BTWM
1530
Baker Tilly Wealth Management
Wisconsin
$319K +$15.8K +126 +5%
IWA
1531
IVC Wealth Advisors
Pennsylvania
$319K +$2.01K +16 +0.6%
SWM
1532
Segment Wealth Management
Texas
$318K +$3.52K +28 +1%
KFS
1533
Kaizen Financial Strategies
California
$318K +$4.28K +34 +1%
MPWS
1534
McCarter Private Wealth Services
Massachusetts
$318K -$30.8K -245 -9%
NRS
1535
Neville Rodie & Shaw
New York
$318K +$318K +2,526 New
FZCM
1536
Flynn Zito Capital Management
New York
$318K +$126 +1 +0%
SCI
1537
Silver Coast Investments
United States
$318K -$61.1K -486 -16%
IEFM
1538
IQ EQ Fund Management
Ireland
$317K -$4.15K -33 -1%
DAM
1539
Doheny Asset Management
California
$317K – – –
PEA
1540
Park Edge Advisors
Ohio
$317K -$61.6K -490 -16%
Bank Julius Baer & Co
1541
Bank Julius Baer & Co
Switzerland
$316K -$33.3K -240 -10%
FSA
1542
Financial Security Advisor
Virginia
$316K +$1.63K +13 +0.5%
SC
1543
Sepio Capital
Utah
$316K +$377 +3 +0.1%
WEG
1544
World Equity Group
Illinois
$316K +$316K +2,524 New
PA
1545
PFG Advisors
Arizona
$315K -$19.6K -156 -6%
TA
1546
TFB Advisors
Kansas
$315K -$19.9K -158 -6%
ES
1547
Eagle Strategies
New York
$315K -$27.7K -220 -8%
BMO
1548
Beck Mack & Oliver
New York
$314K – – –
SFA
1549
Souders Financial Advisors
Ohio
$314K +$314K +2,499 New
CA
1550
CoreCap Advisors
Michigan
$314K +$70.5K +561 +29%
60 61
62
63 64