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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 %
BWA
1626
Bordeaux Wealth Advisors
California
$266K -$47.5K -378 -15%
WPW
1627
Warther Private Wealth
Ohio
$266K – – –
SFB
1628
STAR Financial Bank
Indiana
$266K -$289K -2,295 -52%
OWP
1629
Obermeyer Wealth Partners
Colorado
$265K +$6.79K +54 +3%
MIM
1630
Macroview Investment Management
Maryland
$265K +$1.01K +8 +0.4%
PIA
1631
Perennial Investment Advisors
California
$265K +$3.14K +25 +1%
CWIG
1632
Chung Wu Investment Group
Texas
$264K +$264K +2,100 New
CAL
1633
Capital Advisors Ltd
Ohio
$264K +$1.01K +8 +0.4%
GEA
1634
Glen Eagle Advisors
New Jersey
$264K – – –
IGGA
1635
Iron Gate Global Advisors
Utah
$263K – – –
M
1636
MOTCO
Texas
$262K – – –
BWAM
1637
Boyd Watterson Asset Management
Ohio
$262K -$880 -7 -0.3%
NFG
1638
Nations Financial Group
Iowa
$261K +$261K +2,079 New
NSAM
1639
North Star Asset Management
Wisconsin
$261K +$261K +2,077 New
AWA
1640
Alta Wealth Advisors
Massachusetts
$261K -$6.29K -50 -2%
BHIA
1641
Birch Hill Investment Advisors
Massachusetts
$260K -$12.6K -100 -5%
IP
1642
Investment Partners
Ohio
$259K -$4.9K -39 -2%
GWANC
1643
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K +$259K +2,062 New
SWIM
1644
Smallwood Wealth Investment Management
New Jersey
$259K +$377 +3 +0.1%
LC
1645
LCNB Corp
Ohio
$258K +$6.92K +55 +3%
SAM
1646
SignalPoint Asset Management
Missouri
$257K -$1.01K -8 -0.4%
BWM
1647
BKM Wealth Management
Wisconsin
$256K -$11.6K -92 -4%
GS
1648
GWN Securities
Florida
$255K +$255K +1,851 New
SWM
1649
Silverlake Wealth Management
Vermont
$255K – – –
TFF
1650
The Family Firm
Maryland
$254K +$1.64K +13 +0.6%
64 65
66
67 68