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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 %
MW
1701
MBL Wealth
North Carolina
$234K +$234K +1,863 New
FFA
1702
Florida Financial Advisors
Florida
$234K +$234K +1,861 New
BWG
1703
Berry Wealth Group
Texas
$234K +$234K +1,858 New
AIA
1704
AssuredPartners Investment Advisors
Florida
$234K +$234K +1,858 New
GIM
1705
Gold Investment Management
Alberta, Canada
$233K – – –
HL
1706
HeadInvest LLC
Maine
$233K -$10.1K -80 -4%
PWP
1707
Precedent Wealth Partners
Texas
$233K +$233K +1,853 New
OFG
1708
Oxford Financial Group
Indiana
$232K -$53.3K -424 -19%
LC
1709
Lavaca Capital
Texas
$231K +$231K +1,838 New
PMG
1710
ProVise Management Group
Florida
$230K +$230K +1,832 New
MWM
1711
Modern Wealth Management
Kansas
$230K +$230K +1,831 New
SF
1712
Safeguard Financial
Wisconsin
$230K -$88.3K -702 -28%
UCB
1713
United Community Bank
South Carolina
$230K -$62.1K -494 -21%
CAM
1714
Cozad Asset Management
Illinois
$229K +$229K +1,825 New
PK
1715
Pflug Koory
Nebraska
$229K – – –
BF
1716
Brucke Financial
Indiana
$228K +$228K +1,649 New
RPCA
1717
Running Point Capital Advisors
California
$228K +$228K +1,813 New
FAFN
1718
First Affirmative Financial Network
Colorado
$228K -$74.6K -593 -25%
FAM
1719
Flaharty Asset Management
Florida
$227K +$194K +1,544 +598%
NCM
1720
Neumann Capital Management
California
$226K +$226K +1,800 New
RC
1721
Reik & Co
New York
$226K +$226K +1,800 New
IHL
1722
Investment House LLC
California
$226K +$226K +1,800 New
EW
1723
Entruity Wealth
California
$226K +$226K +1,800 New
ACC
1724
Acorn Creek Capital
Colorado
$226K +$226K +1,799 New
WAM
1725
Weatherly Asset Management
California
$226K +$226K +1,799 New
67 68
69
70 71