MS icon

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 %
AWM
1626
Atticus Wealth Management
Florida
$83.1K – – –
CC
1627
Cypress Capital
Tennessee
$82.3K +$82.3K +847 New
RTC
1628
Riverview Trust Company
Washington
$81.7K -$56.5K -581 -41%
AF
1629
Aviso Financial
Ontario, Canada
$80.2K +$80.2K +825 New
PCC
1630
Park Circle Company
Maryland
$77.8K – – –
CHA
1631
Carmichael Hill & Associates
Maryland
$76.3K +$19.9K +205 +35%
SA
1632
SRH Advisors
Kansas
$76.3K +$583 +6 +0.8%
TIM
1633
Tortoise Investment Management
New York
$75.1K +$30.4K +313 +68%
JFGIW
1634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.6K +$13.3K +137 +22%
EAM
1635
Eukles Asset Management
Ohio
$73.2K – – –
HWA
1636
HHM Wealth Advisors
Tennessee
$72K – – –
KA
1637
Kozak & Associates
Colorado
$70.3K – – –
BEI
1638
Benjamin Edwards Inc
Missouri
$70K -$508K -5,243 -88%
TLCM
1639
Twin Lakes Capital Management
California
$70K – – –
WR
1640
WD Rutherford
Oregon
$69.5K -$40.8K -420 -37%
CWM
1641
Cedar Wealth Management
California
$66.5K – – –
TFGT
1642
TS Financial Group (TSFG)
Illinois
$65K +$13.2K +137 +26%
AWM
1643
Ameliora Wealth Management
Switzerland
$63.4K -$1.96M -20,218 -97%
WSC
1644
Wellington Shields & Co
New York
$60.8K – – –
PMFA
1645
Plante Moran Financial Advisors
Michigan
$60.8K +$38.4K +395 +172%
BIA
1646
Bell Investment Advisors
California
$58.3K +$972 +10 +2%
FUBT
1647
First United Bank & Trust
Maryland
$57.1K – – –
OCM
1648
Osterweis Capital Management
California
$57.1K – – –
HCM
1649
Horrell Capital Management
Arkansas
$57K – – –
JSAM
1650
J. Safra Asset Management
New York
$55.2K +$55.2K +568 New
64 65
66
67 68