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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 %
GFPC
1626
Global Financial Private Client
Florida
$133K -$1.52M -14,566 -92%
RWM
1627
Reston Wealth Management
Virginia
$133K +$133K +1,277 New
ABWM
1628
Alpine Bank Wealth Management
Colorado
$131K +$131K +1,260 New
GWSG
1629
GPS Wealth Strategies Group
Colorado
$131K – – –
RMC
1630
Resources Management Corp
Connecticut
$127K – – –
WPA
1631
West Paces Advisors
Georgia
$126K – – –
TIM
1632
Tortoise Investment Management
New York
$125K +$44.7K +429 +56%
CWM
1633
Compass Wealth Management
Connecticut
$123K – – –
FFC
1634
First Financial Corp
Indiana
$123K – – –
KC
1635
Knuff & Co
California
$122K -$10.4K -100 -8%
PAG
1636
Paladin Advisory Group
Iowa
$121K – – –
AAG
1637
Armstrong Advisory Group
Massachusetts
$119K -$4.07K -39 -3%
GPI
1638
General Partner Inc
Pennsylvania
$115K – – –
YDMI
1639
Y.D. More Investments
Israel
$114K +$5.62K +54 +5%
HGERS
1640
Householder Group Estate & Retirement Specialist
Arizona
$113K +$520 +5 +0.5%
MCM
1641
MV Capital Management
Maryland
$112K -$5.32K -51 -5%
PA
1642
PSI Advisors
Florida
$111K – – –
CWC
1643
Carolinas Wealth Consulting
North Carolina
$111K +$2.81K +27 +3%
ATS
1644
Ashton Thomas Securities
New York
$110K +$110K +1,052 New
OC
1645
Oarsman Capital
Wisconsin
$109K +$109K +1,047 New
DCBT
1646
Dakota Community Bank & Trust
North Dakota
$109K – – –
HCM
1647
Hollencrest Capital Management
California
$109K +$55.2K +529 +103%
AAP
1648
Arax Advisory Partners
Colorado
$108K +$17.8K +171 +20%
TF
1649
Tompkins Financial
New York
$107K +$3.13K +30 +3%
CAM
1650
Creekmur Asset Management
Illinois
$107K – – –
64 65
66
67 68