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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
Reduced
784
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
151
Calamos Advisors
Illinois
$64.8M -$4.18M -33,211 -6%
OIAM
152
OFI Invest Asset Management
France
$64.4M +$64.4M +530,368 New
CIBC World Market
153
CIBC World Market
Ontario, Canada
$64.3M +$18.6M +147,807 +41%
FMI
154
Factory Mutual Insurance
Massachusetts
$64M -$18.4M -146,400 -22%
LCP
155
LGT Capital Partners
Switzerland
$63.6M -$19.8M -157,700 -24%
ClearBridge Investments
156
ClearBridge Investments
New York
$62.9M -$10.2M -81,401 -14%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$62.8M +$1.8M +14,283 +3%
LF
158
Lansforsakringar Fondforvaltning
Sweden
$62.1M +$62.1M +493,794 New
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$62M -$21.9M -174,425 -26%
CAI
160
Capital Advisors Inc
Oklahoma
$61.8M +$876K +6,965 +1%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$60.9M +$5.59M +44,456 +10%
KK
162
KLP Kapitalforvaltning
Norway
$60.8M +$60.8M +483,589 New
LFRG
163
Lazard Frères Gestion
France
$59.1M -$6.76M -53,770 -10%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$58.5M -$1.48M -11,793 -2%
Nomura Asset Management
165
Nomura Asset Management
Japan
$57.3M +$4.25M +33,819 +8%
PA
166
Pinnacle Associates
New York
$57.2M -$2.12M -16,839 -4%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$56.2M -$604K -4,803 -1%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$56.2M +$2.03M +16,112 +4%
FFM
169
Fullerton Fund Management
Singapore
$55.7M +$54.7M +435,110 +5,708%
GIA
170
Gateway Investment Advisers
Ohio
$55.4M -$713K -5,669 -1%
Rafferty Asset Management
171
Rafferty Asset Management
New York
$55M +$1.92M +15,308 +4%
DCM
172
Donaldson Capital Management
Indiana
$52.4M +$50.3M +400,151 +2,382%
TA
173
Trivest Advisors
Hong Kong
$50.3M +$50.3M +400,000 New
SO
174
STRS Ohio
Ohio
$50M -$2.09M -16,664 -4%
TAM
175
Todd Asset Management
Kentucky
$48.6M -$5.6M -44,511 -10%
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