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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 %
CIC
1751
Carnegie Investment Counsel
Ohio
$218K +$218K +1,731 New
LAM
1752
Lifestyle Asset Management
Texas
$217K +$217K +1,730 New
GLLW
1753
Graves Light Lenhart Wealth
Virginia
$216K +$216K +1,722 New
GC
1754
Grimes & Company
Massachusetts
$216K +$216K +1,716 New
RA
1755
Rockingstone Advisors
Massachusetts
$216K +$216K +1,715 New
SWA
1756
SFMG Wealth Advisors
Texas
$215K +$215K +1,711 New
AAG
1757
Armstrong Advisory Group
Massachusetts
$215K +$71.2K +566 +50%
AWM
1758
Aries Wealth Management
Maine
$215K +$215K +1,708 New
WG
1759
Wealth Group
North Carolina
$214K +$214K +1,704 New
BFA
1760
Beacon Financial Advisory
Ohio
$214K +$214K +1,702 New
BGAI
1761
Bruce G. Allen Investments
Colorado
$214K -$5.78K -46 -3%
AIP
1762
ARS Investment Partners
New York
$214K +$214K +1,700 New
BAM
1763
Brave Asset Management
New Jersey
$214K +$214K +1,700 New
NCM
1764
Noesis Capital Mangement
Florida
$213K +$213K +1,698 New
NAM
1765
NTV Asset Management
West Virginia
$213K +$213K +1,692 New
ML
1766
McAdam LLC
Pennsylvania
$213K +$213K +1,691 New
ST
1767
Sabal Trust
Florida
$212K +$212K +1,689 New
WA
1768
WP Advisors
California
$212K +$212K +1,688 New
DOA
1769
D'Orazio & Associates
Virginia
$211K +$211K +1,679 New
SPWM
1770
Schrum Private Wealth Management
Florida
$211K -$210K -1,669 -50%
RWM
1771
Riverbend Wealth Management
South Carolina
$209K +$209K +1,647 New
MAM
1772
MWA Asset Management
Massachusetts
$209K +$209K +1,663 New
KWM
1773
Keebeck Wealth Management
Illinois
$208K +$208K +1,658 New
VP
1774
Verum Partners
North Carolina
$208K +$208K +1,656 New
CWM
1775
Centurion Wealth Management
Virginia
$208K +$208K +1,653 New
69 70
71
72 73