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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 %
BL
1651
BFSG LLC
California
$54.4K – – –
AFIA
1652
America First Investment Advisors
Nebraska
$54K – – –
MIA
1653
MeadowBrook Investment Advisors
Michigan
$52.9K – – –
WWP
1654
WR Wealth Planners
Missouri
$52.6K +$10.3K +106 +24%
OAJ
1655
Ogorek Anthony Joseph
New York
$51K +$291 +3 +0.6%
SFA
1656
Semmax Financial Advisors
North Carolina
$50.7K – – –
VCM
1657
Versant Capital Management
Arizona
$50.2K +$49.8K +512 +10,240%
RAM
1658
Riggs Asset Management
Pennsylvania
$50.2K +$1.65K +17 +3%
HCM
1659
Hollencrest Capital Management
California
$49.8K -$9.53K -98 -16%
SN
1660
Sittner & Nelson
Oregon
$49.6K – – –
NFSG
1661
Newbridge Financial Services Group
Florida
$48.6K -$5.25K -54 -10%
USB
1662
Union Savings Bank
Connecticut
$48.5K +$19.3K +199 +66%
MSFP
1663
Mark Sheptoff Financial Planning
Connecticut
$48.2K +$9.33K +96 +24%
AWM
1664
Activest Wealth Management
Florida
$47.1K +$47.1K +485 New
FNWA
1665
Financial Network Wealth Advisors
Utah
$47K +$47K +484 New
FRA
1666
Front Row Advisors
California
$46.5K -$778 -8 -2%
AAG
1667
Accordant Advisory Group
Maryland
$45.7K – – –
PWM
1668
Partnership Wealth Management
Maryland
$45.5K – – –
AFS
1669
Annapolis Financial Services
Maryland
$43.4K – – –
PWA
1670
Provenance Wealth Advisors
Florida
$43.1K – – –
CFD
1671
Creative Financial Designs
Indiana
$42.1K +$97 +1 +0.2%
QL
1672
Quarry LP
New York
$42.1K +$42.1K +433 New
MFT
1673
Moisand Fitzgerald Tamayo
Florida
$40.7K – – –
FFO
1674
Fortitude Family Office
Arizona
$40.6K – – –
RFS
1675
Richardson Financial Services
Massachusetts
$39.2K +$6.9K +71 +21%
65 66
67
68 69