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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 %
NSB
1651
Norway Savings Bank
Maine
$254K – – –
IPAM
1652
Investment Partners Asset Management
New Jersey
$253K – – –
AT
1653
American Trust
Kentucky
$252K -$25.1K -200 -9%
NG
1654
Novem Group
New York
$252K +$252K +2,005 New
UBV
1655
United Bank (Virginia)
Virginia
$251K – – –
MIM
1656
Merrion Investment Management
New Jersey
$251K – – –
IFA
1657
Interactive Financial Advisors
Illinois
$251K – – –
KMWM
1658
Keudell/Morrison Wealth Management
Oregon
$251K -$48.7K -387 -16%
MCM
1659
Marathon Capital Management
Maryland
$251K -$20.7K -165 -8%
PFA
1660
Pure Financial Advisors
California
$251K +$251K +1,994 New
OPCM
1661
Osborne Partners Capital Management
California
$250K -$21.6K -172 -8%
KBFS
1662
Kohmann Bosshard Financial Services
Ohio
$249K -$6.03K -48 -2%
TA
1663
TruWealth Advisors
Louisiana
$249K – – –
HPM
1664
Hoxton Planning & Management
West Virginia
$249K -$629 -5 -0.3%
WCM
1665
Wedge Capital Management
North Carolina
$248K +$5.41K +43 +2%
GA
1666
Goldstein Advisors
Wisconsin
$248K +$2.64K +21 +1%
PRS
1667
Pinkerton Retirement Specialists
Idaho
$247K +$247K +1,961 New
WAAG
1668
Wealth Alliance Advisory Group
Kansas
$246K – – –
NC
1669
NBW Capital
Massachusetts
$246K -$64.4K -512 -21%
AP
1670
Adero Partners
California
$245K +$245K +1,952 New
KWM
1671
Kolinsky Wealth Management
New Jersey
$245K +$245K +1,952 New
BBPWM
1672
Blue Bell Private Wealth Management
Pennsylvania
$245K -$7.54K -60 -3%
FM
1673
Family Management
New York
$245K – – –
NPA
1674
Nichols & Pratt Advisers
Massachusetts
$245K – – –
SAW
1675
Signal Advisors Wealth
Michigan
$244K +$244K +1,940 New
65 66
67
68 69