MS icon

Morgan Stanley
MS

Overview Fund Activity

2,085 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, 696 increasing their positions, 785 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
+235
Holders Change %
+12.7%
% of All Funds
27.75%
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
696
Reduced
785
Closed
81
Calls
$3.34B
Puts
$4.65B
Net Calls
-$1.31B
Net Calls Change
-$763M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$848M
2
BlackRock
BlackRock
New York
+$793M
3
Citadel Advisors
Citadel Advisors
Florida
+$404M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$309M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Barclays
Barclays
United Kingdom
-$448M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$413M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$288M
5
Boston Partners
Boston Partners
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
1726
Leo Wealth LLC
Texas
$226K +$226K +1,797 New
CRI
1727
Colonial River Investments
Virginia
$225K -$50.5K -402 -18%
SFG
1728
Sterling Financial Group
California
$225K +$225K +1,789 New
CAS
1729
CTC Alternative Strategies
Illinois
$225K +$225K +1,788 New
MWM
1730
Maltin Wealth Management
New Jersey
$224K +$224K +1,785 New
KWMG
1731
King Wealth Management Group
Florida
$223K +$223K +1,771 New
JC
1732
JB Capital
Connecticut
$223K -$21.6K -172 -9%
WA
1733
WealthTrust Axiom
Pennsylvania
$223K +$223K +1,770 New
TWP
1734
Tyche Wealth Partners
Texas
$222K +$222K +1,769 New
RWM
1735
RKL Wealth Management
Pennsylvania
$222K +$222K +1,767 New
CWA
1736
CM Wealth Advisors
Ohio
$222K +$222K +1,766 New
TW
1737
TrinityPoint Wealth
Connecticut
$222K -$32.7K -260 -13%
LAM
1738
Lewis Asset Management
California
$222K -$34.6K -275 -13%
FBFS
1739
First Business Financial Services
Wisconsin
$222K +$222K +1,762 New
BPW
1740
Bingham Private Wealth
California
$221K +$221K +1,761 New
GAG
1741
GM Advisory Group
New York
$221K +$221K +1,760 New
RAM
1742
Riggs Asset Management
Pennsylvania
$221K +$162K +1,289 +277%
GGI
1743
Godsey & Gibb Inc
Virginia
$220K -$26.9K -214 -11%
WP
1744
Westmount Partners
California
$220K +$220K +1,749 New
WRPWM
1745
Werba Rubin Papier Wealth Management
California
$219K -$46.9K -373 -18%
RA
1746
Rise Advisors
New York
$219K -$6.04K -48 -3%
GFA
1747
Grunden Financial Advisory
Texas
$219K +$219K +1,740 New
BO
1748
Bank OZK
Arkansas
$218K +$218K +1,736 New
VNA
1749
Valley National Advisers
Pennsylvania
$218K +$20.7K +165 +10%
NGA
1750
Naples Global Advisors
Florida
$218K +$218K +1,734 New
68 69
70
71 72