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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 %
FMTCOCP
1751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
OP
1752
ORG Partners
Indiana
$21.7K -$3.23K -31 -13%
CAM
1753
Close Asset Management
United Kingdom
$21K +$21K +200 New
DWA
1754
Delos Wealth Advisors
Texas
$20.8K -$521 -5 -2%
ECM
1755
Estabrook Capital Management
New York
$20.8K – – –
WOSD
1756
WFA of San Diego
California
$20.8K – – –
BFS
1757
Bare Financial Services
Pennsylvania
$20.7K – – –
KSWA
1758
Kathleen S. Wright Associates
Pennsylvania
$20K – – –
RTL
1759
Red Tortoise LLC
Georgia
$19.8K +$104 +1 +0.5%
AWM
1760
Abound Wealth Management
Tennessee
$19.7K – – –
AIC
1761
Archer Investment Corporation
Indiana
$19.5K -$940 -9 -5%
GJIA
1762
Glass Jacobson Investment Advisors
Maryland
$19.4K – – –
IHWM
1763
Iron Horse Wealth Management
Iowa
$19K – – –
SVCP
1764
Silicon Valley Capital Partners
California
$18.9K +$208 +2 +1%
PWMG
1765
Private Wealth Management Group
New Jersey
$18.6K +$521 +5 +3%
AP
1766
Aspect Partners
Virginia
$18.5K – – –
CTA
1767
Colonial Trust Advisors
South Carolina
$18.3K – – –
SC
1768
Stephens Consulting
Michigan
$18.1K -$2.71K -26 -13%
OW
1769
Olistico Wealth
Oklahoma
$16.1K – – –
FPB
1770
First PREMIER Bank
South Dakota
$16K – – –
JFA
1771
JNBA Financial Advisors
Minnesota
$15.8K – – –
CFFP
1772
Center for Financial Planning
Michigan
$15.6K – – –
RWA
1773
Redmont Wealth Advisors
Illinois
$14.8K – – –
RFG
1774
REAP Financial Group
Texas
$14.7K +$14.7K +141 New
CA
1775
Claris Advisors
Missouri
$14.5K +$14.5K +139 New
69 70
71
72 73