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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
151
Capital Advisors Inc
Oklahoma
$50.5M +$1.26M +12,092 +3%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$50.1M -$2.2M -21,096 -4%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$49.7M +$3.67M +35,245 +8%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$47.9M +$9.65M +92,556 +25%
State of New Jersey Common Pension Fund D
155
State of New Jersey Common Pension Fund D
New Jersey
$47.1M – – –
GIA
156
Gateway Investment Advisers
Ohio
$46.5M -$6.6M -63,316 -12%
MIFH
157
Migdal Insurance & Financial Holdings
Israel
$46.2M +$42.4K +407 +0.1%
EAM
158
Erste Asset Management
Austria
$46.1M +$13.1M +125,643 +40%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$45.9M +$60.9K +584 +0.1%
KBC Group
160
KBC Group
Belgium
$45.6M +$12.7M +121,788 +39%
Holocene Advisors
161
Holocene Advisors
New York
$45.4M +$45.4M +435,373 New
TAM
162
Todd Asset Management
Kentucky
$44.9M -$271K -2,601 -0.6%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$44.9M +$602K +5,774 +1%
Rafferty Asset Management
164
Rafferty Asset Management
New York
$44M -$1.85M -17,789 -4%
Nomura Asset Management
165
Nomura Asset Management
Japan
$44M +$6.43M +61,682 +17%
PA
166
Pinnacle Associates
New York
$44M +$1.79M +19,218 +4%
SO
167
STRS Ohio
Ohio
$43.2M -$115K -1,105 -0.3%
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$41.9M -$29.7M -284,476 -41%
RAM
169
Resona Asset Management
Japan
$40.5M -$857K -8,227 -2%
Connor, Clark & Lunn Investment Management (CC&L)
170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40.2M -$61.9M -594,041 -61%
Optiver Holding
171
Optiver Holding
Netherlands
$39.8M +$23.2M +222,664 +140%
CI
172
Conning Inc
Connecticut
$39.2M +$1.08M +10,361 +3%
Axa
173
Axa
France
$38.7M -$2.82M -27,042 -7%
BCM
174
Basswood Capital Management
New York
$38.5M – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$38.2M +$13.2M +127,066 +53%
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7
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