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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 %
LWANC
1751
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K – – –
HFS
1752
Hantz Financial Services
Michigan
$10K +$9.62K +100 +2,500%
FWM
1753
Focused Wealth Management
New York
$9.9K +$9.9K +102 New
LFA
1754
LGT Financial Advisors
Texas
$9.23K +$9.23K +95 New
B
1755
Birchbrook
Maine
$8.97K – – –
CPG
1756
Cornerstone Planning Group
New Jersey
$8.93K +$1.57K +17 +21%
LFA
1757
Legend Financial Advisors
Pennsylvania
$8.46K – – –
AP
1758
Atwood & Palmer
Missouri
$8.26K – – –
PS
1759
PayPay Securities
Japan
$8.16K -$778 -8 -9%
DPW
1760
DiNuzzo Private Wealth
Pennsylvania
$7.87K +$972 +10 +14%
UWS
1761
Unique Wealth Strategies
Illinois
$7.82K +$7.82K +83 New
SL
1762
Salomon & Ludwin
Virginia
$7.48K -$52.9K -544 -88%
BSC
1763
Brown Shipley & Co
United Kingdom
$7.19K -$175K -1,803 -96%
FCT
1764
First Community Trust
Iowa
$7.1K – – –
VWA
1765
Valued Wealth Advisors
Utah
$7.01K +$2.34K +24 +50%
CMP
1766
Coston McIsaac & Partners
Maine
$7K – – –
CCMI
1767
Creative Capital Management Investments
California
$7K – – –
AIM
1768
Arcadia Investment Management
Michigan
$6.8K – – –
SHIM
1769
Stone House Investment Management
Pennsylvania
$6.8K – – –
ME
1770
McIlrath & Eck
Washington
$6.8K – – –
LOIP
1771
Live Oak Investment Partners
Texas
$6.8K – – –
BCMLT
1772
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.67K -$37.4K -387 -85%
SIC
1773
SJS Investment Consulting
Ohio
$6.61K -$194 -2 -3%
SFC
1774
Strategic Financial Concepts
Texas
$6.34K +$6.34K +52,591 New
FCAS
1775
First Command Advisory Services
Texas
$6.03K +$4.47K +46 +288%
69 70
71
72 73