MS icon

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 %
ACM
1776
Anfield Capital Management
California
$6.03K +$6.03K +62 New
AFWM
1777
Abich Financial Wealth Management
Virginia
$5.54K – – –
YAL
1778
Your Advocates Ltd
Texas
$5.44K – – –
WIM
1779
Westside Investment Management
California
$5.44K +$5.44K +56 New
EWM
1780
Evermay Wealth Management
Virginia
$5.05K – – –
TCM
1781
TruNorth Capital Management
Michigan
$4.76K -$5.93K -61 -55%
WCM
1782
Westend Capital Management
California
$4.66K – – –
BCM
1783
Blume Capital Management
California
$4.57K – – –
MSWM
1784
Mowery & Schoenfeld Wealth Management
Illinois
$3.89K – – –
FIA
1785
FPC Investment Advisory
California
$2.89K – – –
ECM
1786
Everence Capital Management
Indiana
$2.88K – – –
NMG
1787
New Millennium Group
Utah
$2.82K +$2.82K +29 New
APW
1788
Acima Private Wealth
Virginia
$2.53K – – –
NMM
1789
Naples Money Management
Florida
$2.28K +$2.28K +23 New
KPP
1790
Kings Path Partners
Texas
$2.14K +$2.14K +22 New
WA
1791
WestEnd Advisors
North Carolina
$2.04K +$1.56K +16 +320%
HWM
1792
Horizons Wealth Management
North Carolina
$1.74K – – –
BHWM
1793
Beaird Harris Wealth Management
Texas
$1.65K -$6.32K -65 -79%
AT
1794
Arlington Trust
Alabama
$1.65K – – –
KIG
1795
Kessler Investment Group
Indiana
$1.46K – – –
FGAM
1796
Financial Gravity Asset Management
Texas
$1.26K -$1.85K -19 -59%
APC
1797
Aspire Private Capital
North Carolina
$1.23K – – –
SFCL
1798
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +15 New
CJ
1799
Caitlin John
Michigan
$972 +$680 +7 +233%
IC
1800
Innealta Capital
Texas
$875 +$875 +9 New
70 71
72
73 74