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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 %
BBPWM
1576
Blue Bell Private Wealth Management
Pennsylvania
$210K +$12K +115 +6%
TFF
1577
The Family Firm
Maryland
$209K +$1.98K +19 +1%
RA
1578
RFG Advisory
Alabama
$209K +$209K +2,002 New
UBV
1579
United Bank (Virginia)
Virginia
$208K +$208K +2,000 New
MIM
1580
Merrion Investment Management
New Jersey
$208K +$208K +2,000 New
IFA
1581
Interactive Financial Advisors
Illinois
$208K +$208K +2,000 New
TSMHT
1582
Thurston Springer Miller Herd & Titak
Indiana
$208K -$6.36K -61 -3%
LC
1583
LCNB Corp
Ohio
$208K +$208K +1,995 New
TA
1584
TruWealth Advisors
Louisiana
$207K +$207K +1,984 New
HPM
1585
Hoxton Planning & Management
West Virginia
$207K +$207K +1,982 New
KCM
1586
Kanawha Capital Management
Virginia
$206K -$8.13K -78 -4%
CFG
1587
Clayton Financial Group
Missouri
$206K +$206K +1,980 New
AIM
1588
Athena Investment Management
California
$206K +$206K +1,978 New
GGI
1589
Godsey & Gibb Inc
Virginia
$205K +$24.9K +239 +14%
4WM
1590
49 Wealth Management
Texas
$205K +$205K +1,963 New
WAAG
1591
Wealth Alliance Advisory Group
Kansas
$204K +$204K +1,960 New
FM
1592
Family Management
New York
$203K +$203K +1,950 New
GA
1593
Goldstein Advisors
Wisconsin
$203K +$203K +1,948 New
TW
1594
Transform Wealth
Colorado
$203K +$203K +1,948 New
NPA
1595
Nichols & Pratt Advisers
Massachusetts
$203K +$203K +1,945 New
JC
1596
JB Capital
Connecticut
$202K +$202K +1,943 New
HL
1597
HeadInvest LLC
Maine
$202K +$202K +1,934 New
CA
1598
CoreCap Advisors
Michigan
$202K +$202K +1,933 New
WCM
1599
Wedge Capital Management
North Carolina
$201K +$201K +1,933 New
BMCM
1600
Bryn Mawr Capital Management
Pennsylvania
$201K +$201K +1,927 New
62 63
64
65 66