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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 %
HCM
1701
Horrell Capital Management
Arkansas
$61K – – –
MIA
1702
MeadowBrook Investment Advisors
Michigan
$59.9K +$3.23K +31 +6%
FUBT
1703
First United Bank & Trust
Maryland
$59.2K -$2.09K -20 -3%
JSAM
1704
J. Safra Asset Management
New York
$59.1K – – –
BL
1705
BFSG LLC
California
$58.4K – – –
FNWA
1706
Financial Network Wealth Advisors
Utah
$56.8K +$6.36K +61 +13%
SN
1707
Sittner & Nelson
Oregon
$53.2K – – –
AF
1708
Aviso Financial
Ontario, Canada
$52.1K -$33.9K -325 -39%
MSFP
1709
Mark Sheptoff Financial Planning
Connecticut
$51.7K – – –
WWP
1710
WR Wealth Planners
Missouri
$50.8K -$5.52K -53 -10%
AWM
1711
Activest Wealth Management
Florida
$50.6K – – –
PWMG
1712
Prestige Wealth Management Group
New Jersey
$49K -$328K -3,144 -87%
AAG
1713
Accordant Advisory Group
Maryland
$49K – – –
PWM
1714
Partnership Wealth Management
Maryland
$48.8K – – –
RAM
1715
Riggs Asset Management
Pennsylvania
$48.6K -$5.21K -50 -10%
IAS
1716
IMA Advisory Services
Colorado
$47.7K +$47.7K +458 New
AFS
1717
Annapolis Financial Services
Maryland
$46.6K – – –
PWA
1718
Provenance Wealth Advisors
Florida
$46.2K – – –
CFD
1719
Creative Financial Designs
Indiana
$45.3K +$104 +1 +0.2%
TFM
1720
TFC Financial Management
Massachusetts
$44.1K +$8.14K +78 +23%
DPW
1721
DiNuzzo Private Wealth
Pennsylvania
$41K +$32.5K +312 +385%
RFS
1722
Richardson Financial Services
Massachusetts
$39.2K – – –
MFT
1723
Moisand Fitzgerald Tamayo
Florida
$38.5K -$5.21K -50 -12%
EIM
1724
Essex Investment Management
Massachusetts
$37.8K – – –
1IA
1725
1620 Investment Advisors
Massachusetts
$37.4K +$939 +9 +3%
67 68
69
70 71