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Morgan Stanley
MS

1,866 hedge funds and large institutions have $141B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 761 increasing their positions, 658 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 108

16% more repeat investments, than reductions

Existing positions increased: 761 | Existing positions reduced: 658

8% more capital invested

Capital invested by funds: $131B → $141B (+$9.92B)

2% more funds holding

Funds holding: 1,821 → 1,866 (+45)

0.52% more ownership

Funds ownership: 83.09% → 83.61% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

14% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.82B

Holders
1,866
Holders Change
+45
Holders Change %
+2.47%
% of All Funds
26.79%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
175
Increased
761
Reduced
658
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$644M
2
AIM
Alphinity Investment Management
Australia
+$601M
3
BlackRock
BlackRock
New York
+$444M
4
Franklin Resources
Franklin Resources
California
+$339M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$128M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$866M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$741M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$187M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1626
Thompson Investment Management
Wisconsin
$159K +$201 +2 +0.1%
JEST
1627
JTC Employer Solutions Trustee
Jersey
$156K – – –
PSB
1628
Piscataqua Savings Bank
New Hampshire
$156K +$15.7K +156 +12%
GG
1629
Gleason Group
Kentucky
$154K +$1.31K +13 +0.9%
JIP
1630
Jaffetilchin Investment Partners
Florida
$149K +$144K +1,433 New
CM
1631
Capula Management
Cayman Islands
$148K -$222K -2,201 -61%
APW
1632
Austin Private Wealth
Texas
$148K +$143K +1,419 New
CFM
1633
Catalyst Funds Management
Australia
$146K -$181K -1,800 -56%
HBW
1634
Hazlett, Burt & Watson
West Virginia
$145K +$403 +4 +0.3%
SCM
1635
Silvant Capital Management
Georgia
$141K – – –
JFGIW
1636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K +$59.6K +592 +78%
ITIM
1637
Indiana Trust & Investment Management
Indiana
$140K – – –
PS
1638
Planned Solutions
California
$135K +$130K +1,295 New
GFPC
1639
Global Financial Private Client
Florida
$133K -$1.47M -14,566 -92%
RWM
1640
Reston Wealth Management
Virginia
$133K +$129K +1,277 New
ABWM
1641
Alpine Bank Wealth Management
Colorado
$131K +$127K +1,260 New
GWSG
1642
GPS Wealth Strategies Group
Colorado
$131K – – –
RMC
1643
Resources Management Corp
Connecticut
$127K – – –
WPA
1644
West Paces Advisors
Georgia
$126K – – –
TIM
1645
Tortoise Investment Management
New York
$125K +$43.2K +429 +56%
CWM
1646
Compass Wealth Management
Connecticut
$123K – – –
FFC
1647
First Financial Corp
Indiana
$123K – – –
KC
1648
Knuff & Co
California
$122K -$10.1K -100 -8%
PAG
1649
Paladin Advisory Group
Iowa
$121K – – –
AAG
1650
Armstrong Advisory Group
Massachusetts
$119K -$3.93K -39 -3%
64 65
66
67 68

MS Hedge Fund Activity: Q3 2024 in Review

1,866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2024, worth a combined $141B — up 7.6% from $131B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MS positions and 108 closed out — a net gain of 67 holders — while 761 added to existing stakes and 658 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $644M. The largest seller was JP Morgan Chase, cutting an estimated $866M.

  • 1,866 institutional investors held Morgan Stanley (MS) as of Q3 2024, up from 1,821 in Q2 2024.
  • Funds reported $141B of Morgan Stanley stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 175 funds opened new Morgan Stanley positions in Q3 2024 and 108 closed out, a net change of +67 holders.
  • The largest Morgan Stanley buyer in Q3 2024 was Capital Research Global Investors, an estimated $644M added.
  • The largest Morgan Stanley seller in Q3 2024 was JP Morgan Chase, an estimated $866M sold.

Based on aggregated 13F filings for Q3 2024.