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Morgan Stanley
MS

Overview Fund Activity

1,805 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 733 increasing their positions, 651 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.25%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
733
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$376M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$310M
4
UBS AM
UBS AM
Illinois
+$206M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$172M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
BlackRock
BlackRock
New York
-$471M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$425M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
5
Barclays
Barclays
United Kingdom
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
1726
Planning Capital Management Corporation
Pennsylvania
$16.1K – – –
FPB
1727
First PREMIER Bank
South Dakota
$15K – – –
OW
1728
Olistico Wealth
Oklahoma
$15K +$15K +154 New
JFA
1729
JNBA Financial Advisors
Minnesota
$14.8K – – –
CFFP
1730
Center for Financial Planning
Michigan
$14.6K -$15.8K -163 -52%
RFG
1731
RFP Financial Group
Georgia
$14.5K +$4.37K +45 +43%
RWA
1732
Redmont Wealth Advisors
Illinois
$13.8K – – –
GLR
1733
Great Lakes Retirement
Ohio
$13.1K +$13.1K +135 New
KFS
1734
Kelly Financial Services
Massachusetts
$13.1K – – –
PCM
1735
Penserra Capital Management
California
$13K – – –
MBFW
1736
Morton Brown Family Wealth
Pennsylvania
$12.4K +$2.1K +20 +20%
RS
1737
Rakuten Securities
Japan
$12.2K +$1.36K +14 +13%
RDFA
1738
Ritter Daniher Financial Advisory
Ohio
$12.1K +$12.1K +125 New
GCM
1739
Gables Capital Management
Florida
$11.7K – – –
AA
1740
Ancora Advisors
Ohio
$11.7K +$3.31K +34 +40%
TCG
1741
Transcendent Capital Group
Oklahoma
$11.4K – – –
NI
1742
NCP Inc
California
$11.2K +$97 +1 +0.9%
DF
1743
Dunhill Financial
United Kingdom
$11.1K +$195 +2 +2%
AW
1744
Avion Wealth
Texas
$11K -$6.03K -63 -35%
DWM
1745
Dogwood Wealth Management
Kansas
$11K +$97 +1 +0.9%
FFA
1746
Frazier Financial Advisors
Ohio
$11K – – –
NA
1747
Nordwand Advisors
Pennsylvania
$11K – – –
CTWM
1748
Cherry Tree Wealth Management
Minnesota
$10.9K +$9.04K +93 +489%
FW
1749
Fairway Wealth
Ohio
$10.6K +$10.6K +109 New
HWP
1750
Highline Wealth Partners
California
$10.2K +$9.84K +101 +2,525%
68 69
70
71 72