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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 %
CM
1601
Crestline Management
Texas
$201K +$201K +1,926 New
SIGI
1602
Susquehanna International Group (Ireland)
Ireland
$201K +$201K +1,924 New
GIA
1603
GHP Investment Advisors
Colorado
$198K +$1.56K +15 +0.8%
MRCM
1604
M&R Capital Management
New Jersey
$197K +$104 +1 +0.1%
ACA
1605
Atlas Capital Advisors
Wyoming
$195K – – –
GIM
1606
Gold Investment Management
Alberta, Canada
$193K – – –
PK
1607
Pflug Koory
Nebraska
$190K +$190K +1,824 New
RA
1608
Rise Advisors
New York
$187K +$1.77K +17 +1%
BGAI
1609
Bruce G. Allen Investments
Colorado
$182K -$3.54K -34 -2%
WTC
1610
WhitTier Trust Company
Nevada
$171K -$16.3K -156 -9%
GPFA
1611
Game Plan Financial Advisors
Ohio
$167K – – –
VNA
1612
Valley National Advisers
Pennsylvania
$164K -$71.6K -687 -30%
TIM
1613
Thompson Investment Management
Wisconsin
$159K +$208 +2 +0.1%
JEST
1614
JTC Employer Solutions Trustee
Jersey
$156K – – –
PSB
1615
Piscataqua Savings Bank
New Hampshire
$156K +$16.3K +156 +12%
GG
1616
Gleason Group
Kentucky
$154K +$1.36K +13 +0.9%
JIP
1617
Jaffetilchin Investment Partners
Florida
$149K +$149K +1,433 New
CM
1618
Capula Management
Cayman Islands
$148K -$229K -2,201 -61%
APW
1619
Austin Private Wealth
Texas
$148K +$148K +1,419 New
CFM
1620
Catalyst Funds Management
Australia
$146K -$188K -1,800 -56%
HBW
1621
Hazlett, Burt & Watson
West Virginia
$145K +$416 +4 +0.3%
SCM
1622
Silvant Capital Management
Georgia
$141K – – –
JFGIW
1623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K +$61.7K +592 +78%
ITIM
1624
Indiana Trust & Investment Management
Indiana
$140K – – –
PS
1625
Planned Solutions
California
$135K +$135K +1,295 New
63 64
65
66 67