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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 %
GSIS
1576
Global Strategic Investment Solutions
Arizona
$297K +$297K +2,359 New
BWP
1577
BlueStem Wealth Partners
Minnesota
$295K +$295K +2,347 New
PEAK6
1578
PEAK6
Illinois
$295K +$295K +2,344 New
CBT
1579
Central Bank & Trust
Kentucky
$295K -$4.78K -38 -2%
TSMHT
1580
Thurston Springer Miller Herd & Titak
Indiana
$294K +$43.2K +344 +17%
NDSI
1581
Newman Dignan & Sheerar Inc
Rhode Island
$293K – – –
SPI
1582
Sutton Place Investors
New York
$292K +$12.8K +102 +5%
MIC
1583
Means Investment Company
Maine
$292K +$32.7K +260 +13%
CC
1584
Chicago Capital
Illinois
$291K +$291K +2,317 New
CP
1585
Cornerstone Planning
North Carolina
$290K +$290K +2,308 New
PWA
1586
Primoris Wealth Advisors
Florida
$290K – – –
PWA
1587
Prairie Wealth Advisors
Nebraska
$289K – – –
CC
1588
Constitution Capital
Connecticut
$289K +$289K +2,300 New
SAM
1589
Shell Asset Management
Netherlands
$289K – – –
CS
1590
Capital Square
Tennessee
$289K -$448K -3,251 -61%
Kayne Anderson Rudnick Investment Management
1591
Kayne Anderson Rudnick Investment Management
California
$289K +$4.78K +38 +2%
SH
1592
SLT Holdings
Arizona
$287K +$287K +2,284 New
WG
1593
Welch Group
Alabama
$287K +$12.8K +102 +5%
NVIM
1594
New Vernon Investment Management
Illinois
$286K +$198K +19,074 +223%
ONST
1595
Old North State Trust
North Carolina
$286K – – –
WDG
1596
Wealth Dimensions Group
Ohio
$285K +$285K +2,271 New
RA
1597
RFG Advisory
Alabama
$285K +$33.4K +266 +13%
VCM
1598
Versant Capital Management
Arizona
$285K +$5.41K +43 +2%
MAG
1599
Mayfair Advisory Group
Alabama
$282K – – –
TAM
1600
Titleist Asset Management
Texas
$281K -$80.2K -638 -22%
62 63
64
65 66