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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 %
RWMG
1576
Redwood Wealth Management Group
New Jersey
$143K +$143K +1,467 New
GG
1577
Gleason Group
Kentucky
$142K +$1.17K +12 +0.8%
RIA
1578
Realta Investment Advisors
Delaware
$139K -$75.2K -774 -35%
RBC
1579
Roble Belko & Company
Pennsylvania
$137K – – –
HBW
1580
Hazlett, Burt & Watson
West Virginia
$135K +$5.44K +56 +4%
SCM
1581
Silvant Capital Management
Georgia
$132K – – –
ITIM
1582
Indiana Trust & Investment Management
Indiana
$130K – – –
PSB
1583
Piscataqua Savings Bank
New Hampshire
$130K -$19.4K -200 -13%
T
1584
TOBAM
France
$130K +$60.1K +617 +86%
KC
1585
Knuff & Co
California
$123K -$9.72K -100 -7%
GWSG
1586
GPS Wealth Strategies Group
Colorado
$122K -$8.65K -89 -7%
RMC
1587
Resources Management Corp
Connecticut
$118K – – –
WPA
1588
West Paces Advisors
Georgia
$118K -$7.1K -73 -6%
CAS
1589
Coppell Advisory Solutions
Texas
$117K +$117K +1,206 New
SSG
1590
Summit Securities Group
New York
$117K +$117K +1,200 New
CWM
1591
Compass Wealth Management
Connecticut
$115K – – –
AAG
1592
Armstrong Advisory Group
Massachusetts
$115K -$7.1K -73 -6%
PAG
1593
Paladin Advisory Group
Iowa
$115K – – –
FFC
1594
First Financial Corp
Indiana
$115K – – –
TFIPS
1595
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K +$25.3K +260 +30%
JPWM
1596
Jamison Private Wealth Management
Georgia
$109K +$25K +257 +30%
MCM
1597
MV Capital Management
Maryland
$109K +$8.07K +83 +8%
CC
1598
Cultivar Capital
Texas
$108K +$108K +1,111 New
GPI
1599
General Partner Inc
Pennsylvania
$108K – – –
HGERS
1600
Householder Group Estate & Retirement Specialist
Arizona
$105K +$47.1K +485 +81%
62 63
64
65 66