MS icon

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 %
RDIA
1776
RE Dickinson Investment Advisors
Iowa
$14.3K +$14.3K +137 New
FFA
1777
Frazier Financial Advisors
Ohio
$14.1K +$2.29K +22 +19%
PCM
1778
Penserra Capital Management
California
$14K – – –
AA
1779
Ancora Advisors
Ohio
$13.4K +$938 +9 +8%
RDFA
1780
Ritter Daniher Financial Advisory
Ohio
$13K – – –
CPG
1781
Cornerstone Planning Group
New Jersey
$13K +$1.43K +12 +12%
AW
1782
Avion Wealth
Texas
$13K +$1.76K +18 +16%
APC
1783
Aspire Private Capital
North Carolina
$12.6K +$11.3K +108 +831%
OPTFSNA
1784
Old Point Trust & Financial Services N A
Virginia
$12.4K -$5.73K -55 -32%
LI
1785
LRI Investments
Florida
$12.3K -$13.9K -105 -53%
MBFW
1786
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
TCG
1787
Transcendent Capital Group
Oklahoma
$12.2K – – –
FA
1788
Financial Avengers
California
$12.2K +$12.2K +117 New
NI
1789
NCP Inc
California
$12.2K +$104 +1 +0.9%
DF
1790
Dunhill Financial
United Kingdom
$12.1K +$209 +2 +2%
DWM
1791
Dogwood Wealth Management
Kansas
$11.9K +$104 +1 +0.9%
NA
1792
Nordwand Advisors
Pennsylvania
$11.8K – – –
CTWM
1793
Cherry Tree Wealth Management
Minnesota
$11.7K – – –
GCM
1794
Gables Capital Management
Florida
$10.7K -$1.77K -17 -14%
FWM
1795
Focused Wealth Management
New York
$10.7K +$104 +1 +1%
UCI
1796
Uncommon Cents Investing
Wisconsin
$10.4K +$10.4K +100 New
HC
1797
Hoese & Co
Minnesota
$10.4K +$10.4K +100 New
RWPA
1798
Richard W. Paul & Associates
Michigan
$10.1K +$10.1K +97 New
VWA
1799
Valued Wealth Advisors
Utah
$9.71K +$2.19K +21 +29%
B
1800
Birchbrook
Maine
$9.69K +$104 +1 +1%
70 71
72
73 74