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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 %
PA
1601
PSI Advisors
Florida
$104K +$4.86K +50 +5%
SIS
1602
Sound Income Strategies
Florida
$102K -$194 -2 -0.2%
YDMI
1603
Y.D. More Investments
Israel
$101K +$64.6K +665 +175%
DCBT
1604
Dakota Community Bank & Trust
North Dakota
$101K +$17.5K +180 +21%
CWC
1605
Carolinas Wealth Consulting
North Carolina
$101K +$194 +2 +0.2%
CSC
1606
Caldwell Sutter Capital
California
$100K -$1.46K -15 -1%
CAM
1607
Creekmur Asset Management
Illinois
$99.8K -$3.79K -39 -4%
WTA
1608
Washington Trust Advisors
Massachusetts
$99.2K -$38.2K -393 -28%
SWA
1609
SOA Wealth Advisors
New York
$98.7K +$194 +2 +0.2%
CB
1610
Centennial Bank
Arkansas
$98.3K -$1.94K -20 -2%
TF
1611
Tompkins Financial
New York
$97.2K – – –
CNBTD
1612
Citizens National Bank Trust Department
Mississippi
$97.2K – – –
MMG
1613
Monetary Management Group
Missouri
$97.2K – – –
GJWM
1614
Gilliland Jeter Wealth Management
Arkansas
$95.3K – – –
BLC
1615
Brown, Lisle/Cummings
Rhode Island
$94.8K – – –
BWL
1616
Bogart Wealth LLC
Virginia
$94.3K – – –
JWA
1617
JFS Wealth Advisors
Pennsylvania
$93.1K -$26.4K -272 -22%
C
1618
Covestor
United Kingdom
$87K -$49.5K -511 -36%
FMII
1619
Farmers & Merchants Investments Inc
Nebraska
$86.6K +$583 +6 +0.7%
CWM
1620
Cranbrook Wealth Management
Michigan
$86.5K – – –
CMA
1621
Cedar Mountain Advisors
Oregon
$85.5K +$486 +5 +0.6%
HDIM
1622
Hanson & Doremus Investment Management
Vermont
$85K -$14.3K -148 -14%
CT
1623
Colonial Trust
South Carolina
$84.8K +$6.71K +69 +9%
AAP
1624
Arax Advisory Partners
Colorado
$84.3K +$26.9K +277 +47%
HFM
1625
Hartford Financial Management
Connecticut
$83.4K -$8.26K -85 -9%
63 64
65
66 67