We are live on ! Find out more
MS icon

Morgan Stanley
MS

1,866 hedge funds and large institutions have $141B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 761 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 108

16% more repeat investments, than reductions

Existing positions increased: 761 | Existing positions reduced: 658

8% more capital invested

Capital invested by funds: $131B → $141B (+$9.92B)

2% more funds holding

Funds holding: 1,821 → 1,866 (+45)

0.52% more ownership

Funds ownership: 83.09% → 83.61% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

14% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.82B

Holders
1,866
Holders Change
+45
Holders Change %
+2.47%
% of All Funds
26.79%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
175
Increased
761
Reduced
658
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$644M
2
AIM
Alphinity Investment Management
Australia
+$601M
3
BlackRock
BlackRock
New York
+$444M
4
Franklin Resources
Franklin Resources
California
+$339M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$128M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$866M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$741M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$187M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
1576
Asahi Life Asset Management
Japan
$214K +$206K +2,050 New
AA
1577
Axiom Advisory
California
$213K +$213K +2,112 New
BSHC
1578
Breed's Hill Capital
Massachusetts
$213K -$1.91K -19 -0.9%
LAM
1579
Lewis Asset Management
California
$212K +$205K +2,038 New
AWM
1580
Accurate Wealth Management
Florida
$212K +$190K +1,889 New
KBFS
1581
Kohmann Bosshard Financial Services
Ohio
$212K +$205K +2,032 New
SWM
1582
Silverlake Wealth Management
Vermont
$211K +$204K +2,027 New
TW
1583
TrinityPoint Wealth
Connecticut
$211K +$204K +2,023 New
NSB
1584
Norway Savings Bank
Maine
$210K +$203K +2,018 New
IPAM
1585
Investment Partners Asset Management
New Jersey
$210K +$203K +2,013 New
RB
1586
Renasant Bank
Mississippi
$210K +$203K +2,013 New
IIC
1587
Integrated Investment Consultants
Michigan
$210K +$1.48M +14,721 +589%
BBPWM
1588
Blue Bell Private Wealth Management
Pennsylvania
$210K +$11.6K +115 +6%
TFF
1589
The Family Firm
Maryland
$209K +$1.91K +19 +1%
RA
1590
RFG Advisory
Alabama
$209K +$202K +2,002 New
IFA
1591
Interactive Financial Advisors
Illinois
$208K +$201K +2,000 New
MIM
1592
Merrion Investment Management
New Jersey
$208K +$201K +2,000 New
UBV
1593
United Bank (Virginia)
Virginia
$208K +$201K +2,000 New
TSMHT
1594
Thurston Springer Miller Herd & Titak
Indiana
$208K -$6.14K -61 -3%
LC
1595
LCNB Corp
Ohio
$208K +$201K +1,995 New
TA
1596
TruWealth Advisors
Louisiana
$207K +$200K +1,984 New
HPM
1597
Hoxton Planning & Management
West Virginia
$207K +$200K +1,982 New
KCM
1598
Kanawha Capital Management
Virginia
$206K -$7.86K -78 -4%
CFG
1599
Clayton Financial Group
Missouri
$206K +$199K +1,980 New
AIM
1600
Athena Investment Management
California
$206K +$199K +1,978 New
62 63
64
65 66

MS Hedge Fund Activity: Q3 2024 in Review

1,866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2024, worth a combined $141B — up 7.6% from $131B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MS positions and 108 closed out — a net gain of 67 holders — while 761 added to existing stakes and 658 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $644M. The largest seller was JP Morgan Chase, cutting an estimated $866M.

  • 1,866 institutional investors held Morgan Stanley (MS) as of Q3 2024, up from 1,821 in Q2 2024.
  • Funds reported $141B of Morgan Stanley stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 175 funds opened new Morgan Stanley positions in Q3 2024 and 108 closed out, a net change of +67 holders.
  • The largest Morgan Stanley buyer in Q3 2024 was Capital Research Global Investors, an estimated $644M added.
  • The largest Morgan Stanley seller in Q3 2024 was JP Morgan Chase, an estimated $866M sold.

Based on aggregated 13F filings for Q3 2024.