MS icon

Morgan Stanley
MS

Overview Fund Activity

1,850 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, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
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
Capital Research Global Investors
California
+$667M
2
AIM
Alphinity Investment Management
Australia
+$622M
3
BlackRock
BlackRock
New York
+$460M
4
Franklin Resources
Franklin Resources
California
+$378M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$897M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$767M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$194M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
1726
Planning Capital Management Corporation
Pennsylvania
$37.2K +$19.9K +191 +115%
CPA
1727
Capital Performance Advisors
California
$36.2K +$36.2K +348 New
DFA
1728
DHJJ Financial Advisors
Illinois
$35.3K – – –
MAM
1729
Meeder Asset Management
Ohio
$34.2K +$1.15K +11 +3%
MWA
1730
Miller Wealth Advisors
Colorado
$34K – – –
WBC
1731
West Branch Capital
Massachusetts
$33.7K +$521 +5 +2%
LWANC
1732
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.7K +$22.8K +219 +211%
PPA
1733
Painted Porch Advisors
California
$33K +$104 +1 +0.3%
BAM
1734
Byrne Asset Management
New Jersey
$32.2K – – –
HIIFS
1735
Harel Insurance Investments & Financial Services
Israel
$32K – – –
ICM
1736
Islay Capital Management
Texas
$31.3K – – –
MCA
1737
Maryland Capital Advisors
Maryland
$31.3K – – –
BFA
1738
BBJS Financial Advisors
Washington
$31.3K – – –
RS
1739
Rakuten Securities
Japan
$31.3K +$18.1K +174 +138%
BCMLT
1740
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.3K +$23.1K +222 +322%
DCM
1741
Davis Capital Management
Florida
$27.9K +$2.29K +22 +9%
BTC
1742
Bank & Trust Company
Illinois
$27.6K – – –
HNB
1743
Hilltop National Bank
Wyoming
$27K -$2.29K -22 -8%
FAM
1744
Flaharty Asset Management
Florida
$26.9K +$26.9K +258 New
SC
1745
Solstein Capital
California
$26.7K – – –
AEPWM
1746
Atlantic Edge Private Wealth Management
Florida
$26.6K – – –
NIC
1747
Northwest Investment Counselors
Oregon
$25.5K +$25.5K +245 New
MSG
1748
Main Street Group
Virginia
$24.9K – – –
RWM
1749
Ruedi Wealth Management
Illinois
$23K -$2.81K -27 -11%
PCWA
1750
Pacific Capital Wealth Advisors
California
$22.1K +$3.23K +31 +17%
68 69
70
71 72