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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 %
CFG
1676
Clayton Financial Group
Missouri
$244K -$5.41K -43 -2%
CB
1677
Cadence Bank
Mississippi
$243K -$34.3K -273 -12%
FRM
1678
Fox Run Management
Connecticut
$243K +$243K +1,934 New
YDMI
1679
Y.D. More Investments
Israel
$243K +$105K +835 +76%
OFO
1680
OneAscent Family Office
Alabama
$243K +$243K +1,932 New
MCP
1681
Mirador Capital Partners
California
$241K +$241K +1,917 New
LF
1682
Lantz Financial
Illinois
$241K -$24.6K -196 -9%
KCM
1683
Kanawha Capital Management
Virginia
$241K -$8.3K -66 -3%
SIM
1684
SSI Investment Management
California
$241K +$241K +1,913 New
A
1685
AlphaQuest
New York
$240K -$207K -1,648 -46%
EFG
1686
Ethos Financial Group
Pennsylvania
$239K +$239K +1,903 New
TWM
1687
Tradition Wealth Management
Minnesota
$239K +$239K +1,902 New
CWA
1688
Canvas Wealth Advisors
Kansas
$239K -$93.4K -743 -28%
WMA
1689
Wealth Management Associates
New Jersey
$238K +$238K +1,894 New
FFA
1690
Founders Financial Alliance
North Carolina
$237K +$237K +1,888 New
NQWM
1691
Northwest Quadrant Wealth Management
Oregon
$237K +$237K +1,882 New
PHAM
1692
Palisades Hudson Asset Management
Florida
$236K +$236K +1,878 New
BMCM
1693
Bryn Mawr Capital Management
Pennsylvania
$236K -$6.54K -52 -3%
ACA
1694
Atlas Capital Advisors
Wyoming
$235K – – –
LWM
1695
LJI Wealth Management
Indiana
$235K +$235K +1,871 New
KFA
1696
Krane Funds Advisors
New York
$235K -$30.6K -243 -12%
OCBCO
1697
Oversea-Chinese Banking Corp (OCBC)
Singapore
$235K -$128K -1,017 -35%
GIA
1698
GHP Investment Advisors
Colorado
$235K -$3.65K -29 -2%
IIC
1699
Integrated Investment Consultants
Michigan
$234K -$1.93M -15,356 -89%
AIM
1700
Athena Investment Management
California
$234K -$14.3K -114 -6%
66 67
68
69 70