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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
27.76%
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 %
PSCM
1776
Per Stirling Capital Management
Texas
$208K +$208K +1,651 New
AWA
1777
AGH Wealth Advisors
Kansas
$207K +$207K +1,648 New
FNC
1778
First National Corp
Massachusetts
$207K +$207K +1,648 New
PHS
1779
Pekin Hardy Strauss
Illinois
$207K +$207K +1,645 New
FIM
1780
Freedom Investment Management
Connecticut
$207K +$207K +1,642 New
FC
1781
Fusion Capital
South Carolina
$206K +$206K +1,641 New
GSIAS
1782
Garden State Investment Advisory Services
New Jersey
$206K +$206K +1,633 New
FBC
1783
Fairfield, Bush & Co
Connecticut
$205K +$205K +1,632 New
PAS
1784
PKS Advisory Services
New York
$205K +$205K +1,631 New
WHG
1785
Westwood Holdings Group
Texas
$204K +$204K +1,621 New
BWCS
1786
Beirne Wealth Consulting Services
Connecticut
$204K +$204K +1,619 New
DIP
1787
Davis Investment Partners
North Carolina
$204K +$204K +1,649 New
RCM
1788
RB Capital Management
Nevada
$203K +$203K +1,612 New
RPWA
1789
Regent Peak Wealth Advisors
Georgia
$202K +$202K +1,610 New
BSSFA
1790
Baron Silver Stevens Financial Advisors
Florida
$202K +$202K +1,610 New
VDI
1791
Vaughan David Investments
Illinois
$202K +$202K +1,606 New
MWM
1792
Massachusetts Wealth Management
Massachusetts
$201K +$201K +1,602 New
CW
1793
Channel Wealth
California
$201K +$201K +1,601 New
MTWM
1794
Masso Torrence Wealth Management
New Jersey
$201K +$201K +1,601 New
MFS
1795
McNamara Financial Services
Massachusetts
$201K +$201K +1,600 New
BSG
1796
Black Swift Group
Colorado
$201K +$201K +1,600 New
EBSAM
1797
Eubel Brady & Suttman Asset Management
Ohio
$201K +$201K +1,597 New
GPFA
1798
Game Plan Financial Advisors
Ohio
$201K – – –
ACP
1799
Aviance Capital Partners
Florida
$201K +$201K +1,597 New
AAP
1800
Arax Advisory Partners
Colorado
$197K +$66.5K +529 +51%
70 71
72
73 74