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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 %
SWA
1651
SOA Wealth Advisors
New York
$106K +$209 +2 +0.2%
SIS
1652
Sound Income Strategies
Florida
$105K -$3.96K -38 -4%
CB
1653
Centennial Bank
Arkansas
$104K -$1.15K -11 -1%
MMG
1654
Monetary Management Group
Missouri
$104K – – –
CNBTD
1655
Citizens National Bank Trust Department
Mississippi
$104K – – –
FFWM
1656
Future Financial Wealth Management
Ohio
$104K +$104K +1,000 New
CSC
1657
Caldwell Sutter Capital
California
$104K -$3.13K -30 -3%
GJWM
1658
Gilliland Jeter Wealth Management
Arkansas
$102K – – –
BLC
1659
Brown, Lisle/Cummings
Rhode Island
$102K – – –
BWL
1660
Bogart Wealth LLC
Virginia
$101K – – –
FWM
1661
FSA Wealth Management
Massachusetts
$99.8K +$99.8K +957 New
TFIPS
1662
Towarzystwo Funduszy Inwestycyjnych PZU SA
$98K -$19.8K -190 -17%
HFM
1663
Hartford Financial Management
Connecticut
$95.8K +$6.36K +61 +7%
RIA
1664
Realta Investment Advisors
Delaware
$95.4K -$65.1K -580 -41%
CT
1665
Colonial Trust
South Carolina
$93K +$2.09K +20 +2%
FMII
1666
Farmers & Merchants Investments Inc
Nebraska
$92.9K – – –
CMA
1667
Cedar Mountain Advisors
Oregon
$92.3K +$626 +6 +0.7%
HDIM
1668
Hanson & Doremus Investment Management
Vermont
$91K – – –
WTA
1669
Washington Trust Advisors
Massachusetts
$90.1K -$16.4K -157 -15%
RTC
1670
Riverview Trust Company
Washington
$89.9K +$2.19K +21 +2%
AWM
1671
Atticus Wealth Management
Florida
$88.6K -$521 -5 -0.6%
KA
1672
Kozak & Associates
Colorado
$84.6K +$836 +7 +1%
PCC
1673
Park Circle Company
Maryland
$83.4K – – –
SA
1674
SRH Advisors
Kansas
$82.5K +$626 +6 +0.8%
CHA
1675
Carmichael Hill & Associates
Maryland
$82.5K +$626 +6 +0.8%
65 66
67
68 69