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Morgan Stanley

2,112 hedge funds and large institutions have $173B invested in Morgan Stanley in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 702 increasing their positions, 789 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 359 | Existing positions closed: 81

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

23% more capital invested

Capital invested by funds: $141B → $173B (+$32.3B)

13% more funds holding

Funds holding: 1,8662,112 (+246)

0.83% more ownership

Funds ownership: 83.61%84.45% (+0.83%)

11% less repeat investments, than reductions

Existing positions increased: 702 | Existing positions reduced: 789

28% less call options, than puts

Call options by funds: $3.34B | Put options by funds: $4.65B

Holders
2,112
Holders Change
+246
Holders Change %
+13.18%
% of All Funds
27.82%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.53%
New
359
Increased
702
Reduced
789
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
151
Employees Retirement System of Texas
Texas
$65.6M -$16.9M -137,400 -21%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$65.6M -$71.5M -580,698 -53%
ASC
153
Atalanta Sosnoff Capital
New York
$65.3M -$818K -6,641 -1%
Calamos Advisors
154
Calamos Advisors
Illinois
$64.8M -$4.09M -33,211 -6%
OIAM
155
OFI Invest Asset Management
France
$64.4M +$65.3M +530,368 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$64.3M +$18.2M +147,807 +41%
FMI
157
Factory Mutual Insurance
Massachusetts
$64M -$18M -146,400 -22%
LCP
158
LGT Capital Partners
Switzerland
$63.6M -$19.4M -157,700 -24%
ClearBridge Investments
159
ClearBridge Investments
New York
$62.9M -$10M -81,401 -14%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$62.8M +$1.76M +14,283 +3%
LF
161
Lansforsakringar Fondforvaltning
Sweden
$62.1M +$60.8M +493,794 New
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$62M -$21.5M -174,425 -26%
CAI
163
Capital Advisors Inc
Oklahoma
$61.8M +$858K +6,965 +1%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$60.9M +$5.48M +44,456 +10%
KK
165
KLP Kapitalforvaltning
Norway
$60.8M +$59.6M +483,589 New
LFG
166
Lazard Frères Gestion
France
$59.1M -$6.62M -53,770 -10%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$58.5M -$1.45M -11,793 -2%
Nomura Asset Management
168
Nomura Asset Management
Japan
$57.3M +$4.17M +33,819 +8%
PA
169
Pinnacle Associates
New York
$57.2M -$2.07M -16,839 -4%
State of New Jersey Common Pension Fund D
170
State of New Jersey Common Pension Fund D
New Jersey
$56.2M -$592K -4,803 -1%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$56.1M +$1.98M +16,112 +4%
FFM
172
Fullerton Fund Management
Singapore
$55.7M +$53.6M +435,110 +5,708%
GIA
173
Gateway Investment Advisers
Ohio
$55.4M -$698K -5,669 -1%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$55M +$1.89M +15,308 +4%
DCM
175
Donaldson Capital Management
Indiana
$52.4M +$49.3M +400,151 +2,382%

MS Hedge Fund Activity: Q4 2024 in Review

2,112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2024, worth a combined $173B — up 23% from $141B a quarter earlier.

Buyers outnumbered sellers: 359 funds opened new MS positions and 81 closed out — a net gain of 278 holders — while 702 added to existing stakes and 789 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $831M. The largest seller was Wellington Management Group, cutting an estimated $1.27B.

  • 2,112 institutional investors held Morgan Stanley (MS) as of Q4 2024, up from 1,866 in Q3 2024.
  • Funds reported $173B of Morgan Stanley stock for Q4 2024, up 23% quarter-over-quarter.
  • 359 funds opened new Morgan Stanley positions in Q4 2024 and 81 closed out, a net change of +278 holders.
  • The largest Morgan Stanley buyer in Q4 2024 was Capital Research Global Investors, an estimated $831M added.
  • The largest Morgan Stanley seller in Q4 2024 was Wellington Management Group, an estimated $1.27B sold.

Based on aggregated 13F filings for Q4 2024.