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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 %
RWA
1551
River Wealth Advisors
Pennsylvania
$312K -$13.3K -106 -4%
FFA
1552
Fi3 Financial Advisors
Indiana
$312K -$13.5K -107 -4%
SPWM
1553
Spartan Planning & Wealth Management
North Carolina
$312K +$312K +2,480 New
UF
1554
Univest Financial
Pennsylvania
$311K +$1.01K +8 +0.3%
HAS
1555
HBW Advisory Services
California
$311K +$39.9K +317 +15%
S
1556
Sachetta
Massachusetts
$309K -$9.18K -73 -3%
TWM
1557
Tanager Wealth Management
United Kingdom
$309K -$223K -1,771 -42%
FAIM
1558
Financial Advocates Investment Management
Washington
$309K -$21.4K -170 -6%
EA
1559
Ellsworth Advisors
Ohio
$307K -$22K -175 -7%
PRI
1560
Prepared Retirement Institute
Pennsylvania
$306K – – –
IPW
1561
Intergy Private Wealth
Colorado
$305K -$12.4K -99 -4%
BBA
1562
BLB&B Advisors
Pennsylvania
$305K -$18.6K -148 -6%
HCM
1563
Hall Capital Management
Rhode Island
$305K +$305K +2,426 New
AW
1564
Alteri Wealth
California
$305K +$305K +2,425 New
BTW
1565
Boston Trust Walden
Massachusetts
$305K – – –
CF
1566
Claris Financial
Virginia
$305K +$305K +2,423 New
ALAM
1567
Asahi Life Asset Management
Japan
$304K +$46.5K +370 +18%
HWM
1568
Horizon Wealth Management
Illinois
$302K +$251 +2 +0.1%
FCM
1569
Firestone Capital Management
Florida
$301K +$251 +2 +0.1%
DWG
1570
Darden Wealth Group
Michigan
$301K – – –
AFA
1571
Antonelli Financial Advisors
Michigan
$301K +$301K +2,391 New
CC
1572
Centiva Capital
New York
$300K -$113K -897 -27%
GCM
1573
Goldstream Capital Management
Hong Kong
$299K -$215K -1,710 -42%
AI
1574
Accredited Investors
Minnesota
$299K -$26.9K -214 -8%
GWM
1575
Gitterman Wealth Management
New Jersey
$298K +$1.01K +8 +0.3%
61 62
63
64 65