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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 %
HFM
1551
Harvest Fund Management
China
$220K +$220K +2,106 New
IP
1552
Investment Partners
Ohio
$219K +$521 +5 +0.2%
MIM
1553
Macroview Investment Management
Maryland
$219K +$1.15K +11 +0.5%
GEA
1554
Glen Eagle Advisors
New Jersey
$219K -$13.7K -131 -6%
IGGA
1555
Iron Gate Global Advisors
Utah
$218K – – –
CAL
1556
Capital Advisors Ltd
Ohio
$218K +$1.15K +11 +0.5%
BWAM
1557
Boyd Watterson Asset Management
Ohio
$218K -$1.67K -16 -0.8%
M
1558
MOTCO
Texas
$217K – – –
PIA
1559
Perennial Investment Advisors
California
$217K +$217K +2,082 New
MIC
1560
Means Investment Company
Maine
$215K +$215K +2,061 New
OWP
1561
Obermeyer Wealth Partners
Colorado
$214K +$214K +2,057 New
SWIM
1562
Smallwood Wealth Investment Management
New Jersey
$214K +$214K +2,056 New
SAM
1563
SignalPoint Asset Management
Missouri
$214K +$214K +2,055 New
ALAM
1564
Asahi Life Asset Management
Japan
$214K +$214K +2,050 New
AA
1565
Axiom Advisory
California
$213K +$213K +2,112 New
BSHC
1566
Breed's Hill Capital
Massachusetts
$213K -$1.98K -19 -0.9%
LAM
1567
Lewis Asset Management
California
$212K +$212K +2,038 New
AWM
1568
Accurate Wealth Management
Florida
$212K +$212K +1,889 New
KBFS
1569
Kohmann Bosshard Financial Services
Ohio
$212K +$212K +2,032 New
SWM
1570
Silverlake Wealth Management
Vermont
$211K +$211K +2,027 New
TW
1571
TrinityPoint Wealth
Connecticut
$211K +$211K +2,023 New
NSB
1572
Norway Savings Bank
Maine
$210K +$210K +2,018 New
IPAM
1573
Investment Partners Asset Management
New Jersey
$210K +$210K +2,013 New
RB
1574
Renasant Bank
Mississippi
$210K +$210K +2,013 New
IIC
1575
Integrated Investment Consultants
Michigan
$210K +$179K +14,721 +589%
61 62
63
64 65