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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 %
HWM
1551
Hemington Wealth Management
Virginia
$203K +$203K +2,093 New
M
1552
MOTCO
Texas
$203K -$2.72K -28 -1%
BFA
1553
Beacon Financial Advisory
Ohio
$202K +$202K +2,080 New
CAL
1554
Capital Advisors Ltd
Ohio
$202K +$1.75K +18 +0.9%
Bank Julius Baer & Co
1555
Bank Julius Baer & Co
Switzerland
$202K +$115K +1,065 +133%
BSHC
1556
Breed's Hill Capital
Massachusetts
$200K +$200K +2,059 New
KCM
1557
Kanawha Capital Management
Virginia
$200K +$200K +2,058 New
TSMHT
1558
Thurston Springer Miller Herd & Titak
Indiana
$200K +$200K +2,057 New
TFF
1559
The Family Firm
Maryland
$193K +$193K +1,987 New
BBPWM
1560
Blue Bell Private Wealth Management
Pennsylvania
$184K +$8.26K +85 +5%
MRCM
1561
M&R Capital Management
New Jersey
$183K +$97 +1 +0.1%
GIA
1562
GHP Investment Advisors
Colorado
$183K -$11.8K -121 -6%
ACA
1563
Atlas Capital Advisors
Wyoming
$182K -$4.37K -45 -2%
GIM
1564
Gold Investment Management
Alberta, Canada
$180K – – –
WTC
1565
WhitTier Trust Company
Nevada
$174K -$146K -1,499 -46%
BGAI
1566
Bruce G. Allen Investments
Colorado
$173K -$43K -442 -20%
RA
1567
Rise Advisors
New York
$173K +$1.46K +15 +0.9%
GGI
1568
Godsey & Gibb Inc
Virginia
$168K +$3.79K +39 +2%
IWA
1569
IBEX Wealth Advisors
New Jersey
$165K -$487K -5,005 -75%
CFGS
1570
Concourse Financial Group Securities
Alabama
$163K +$21.7K +223 +15%
RA
1571
Rational Advisors
New York
$163K +$95K +977 +140%
GPFA
1572
Game Plan Financial Advisors
Ohio
$156K – – –
PPC
1573
Park Place Capital
Alabama
$152K +$583 +6 +0.4%
TIM
1574
Thompson Investment Management
Wisconsin
$148K -$3.99K -41 -3%
JEST
1575
JTC Employer Solutions Trustee
Jersey
$146K – – –
61 62
63
64 65