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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 %
BFG
1601
Bouchey Financial Group
New York
$280K – – –
MA
1602
MJP Associates
Connecticut
$279K +$279K +2,222 New
SB
1603
Sunflower Bank
Texas
$279K +$5.91K +47 +2%
MHWM
1604
Montz Harcus Wealth Management
Louisiana
$279K -$4.02K -32 -1%
AA
1605
Argent Advisors
Louisiana
$278K -$16.3K -130 -6%
MPW
1606
Monterey Private Wealth
California
$277K – – –
DFCM
1607
Dark Forest Capital Management
Puerto Rico
$277K -$260K -2,068 -48%
MHC
1608
May Hill Capital
Massachusetts
$277K +$277K +2,205 New
GIM
1609
Groesbeck Investment Management
New Jersey
$277K – – –
CT
1610
Chicago Trust
Illinois
$277K -$17.7K -141 -6%
CC
1611
Callan Capital
California
$277K -$126K -1,005 -31%
NHT
1612
New Hampshire Trust
New Hampshire
$275K +$6.04K +48 +2%
LGG
1613
Luts & Greenleigh Group
Maryland
$275K +$3.77K +30 +1%
CA
1614
Cornerstone Advisory
Maryland
$274K -$96.4K -694 -26%
DMBA
1615
Deseret Mutual Benefit Administrators
Utah
$273K -$20K -159 -7%
BFA
1616
Beaumont Financial Advisors
Massachusetts
$272K -$3.14K -25 -1%
CCFM
1617
Clear Creek Financial Management
Washington
$271K -$10.9K -87 -4%
SGI
1618
Summit Global Investments
Utah
$270K -$1.38M -10,957 -84%
FC
1619
Fairscale Capital
New Hampshire
$270K – – –
HWM
1620
Hemington Wealth Management
Virginia
$269K +$12.6K +100 +5%
EHC
1621
Everett Harris & Co
California
$268K -$12.2K -97 -4%
SIA
1622
SGL Investment Advisors
Montana
$268K +$268K +1,954 New
JFGIW
1623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K +$79.3K +569 +42%
FIC
1624
FCG Investment Company
Tennessee
$267K – – –
JCM
1625
Jacobsen Capital Management
Utah
$267K -$377 -3 -0.1%
63 64
65
66 67