Morgan Stanley
2,112 hedge funds and large institutions have $173B invested in Morgan Stanley in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 702 increasing their positions, 789 reducing their positions, and 81 closing their positions.
343% more first-time investments, than exits
New positions opened: 359 | Existing positions closed: 81
100% more funds holding in top 10
Funds holding in top 10: 20 → 40 (+20)
23% more capital invested
Capital invested by funds: $141B → $173B (+$32.3B)
13% more funds holding
Funds holding: 1,866 → 2,112 (+246)
0.83% more ownership
Funds ownership: 83.61% → 84.45% (+0.83%)
11% less repeat investments, than reductions
Existing positions increased: 702 | Existing positions reduced: 789
28% less call options, than puts
Call options by funds: $3.34B | Put options by funds: $4.65B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$831M |
| 2 |
BlackRock
New York
|
+$776M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$395M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$336M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$302M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.27B |
| 2 |
Barclays
London,
United Kingdom
|
-$438M |
| 3 |
Bank of New York Mellon
New York
|
-$404M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$282M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$273M |
MS Hedge Fund Activity: Q4 2024 in Review
2,112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2024, worth a combined $173B — up 23% from $141B a quarter earlier.
Buyers outnumbered sellers: 359 funds opened new MS positions and 81 closed out — a net gain of 278 holders — while 702 added to existing stakes and 789 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $831M. The largest seller was Wellington Management Group, cutting an estimated $1.27B.
- 2,112 institutional investors held Morgan Stanley (MS) as of Q4 2024, up from 1,866 in Q3 2024.
- Funds reported $173B of Morgan Stanley stock for Q4 2024, up 23% quarter-over-quarter.
- 359 funds opened new Morgan Stanley positions in Q4 2024 and 81 closed out, a net change of +278 holders.
- The largest Morgan Stanley buyer in Q4 2024 was Capital Research Global Investors, an estimated $831M added.
- The largest Morgan Stanley seller in Q4 2024 was Wellington Management Group, an estimated $1.27B sold.
Based on aggregated 13F filings for Q4 2024.