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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
$2.25B
2
Goldman Sachs
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
UBS AM
Illinois
$784M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
BlackRock
New York
$8.2B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
Barclays
United Kingdom
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1801
ClariVest Asset Management
California
$670 +$287 +3 +75%
SOW
1802
State of Wyoming
Wyoming
$583 +$194 +2 +50%
CFS
1803
CGC Financial Services
Oregon
$486 -$25.3K -260 -98%
GWSA
1804
Global Wealth Strategies & Associates
Colorado
$389 – – –
TCM
1805
Tradewinds Capital Management
Washington
$292 +$195 +2 +200%
VF
1806
VitalStone Financial
Texas
$97 – – –
Holocene Advisors
1807
Holocene Advisors
New York
– -$107M -1,134,974 Closed
AIG
1808
American International Group
New York
– -$35.5M -376,736 Closed
BCM
1809
Bornite Capital Management
New York
– -$23.5M -250,000 Closed
CCM
1810
Cinctive Capital Management
New York
– -$18.2M -193,570 Closed
MCM
1811
Moore Capital Management
New York
– -$17.9M -190,190 Closed
PFMOSF
1812
Philadelphia Financial Management of San Francisco
California
– -$16.6M -176,724 Closed
QIM
1813
Quantitative Investment Management
Virginia
– -$9.5M -100,935 Closed
Point72 Asset Management
1814
Point72 Asset Management
Connecticut
– -$8.35M -88,681 Closed
BCA
1815
Bernzott Capital Advisors
California
– -$6.91M -73,424 Closed
SCM
1816
Sandler Capital Management
New York
– -$5.74M -60,950 Closed
PCA
1817
Providence Capital Advisors
North Carolina
– -$5.69M -60,400 Closed
MLICM
1818
Metropolitan Life Insurance Company (MetLife)
New York
– -$4.76M -50,529 Closed
LNC
1819
Lincoln National Corp
Pennsylvania
– -$3.97M -42,628 Closed
DR
1820
Davis Rea
Ontario, Canada
– -$3.79M -40,300 Closed
VanEck Associates
1821
VanEck Associates
New York
– -$3.24M -34,454 Closed
MMC
1822
Mizuho Markets Cayman
Cayman Islands
– -$3.18M -34,111 Closed
AIMCA
1823
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.68M -28,500 Closed
XT
1824
XTX Topco
Cayman Islands
– -$2.66M -28,255 Closed
BCM
1825
Bayesian Capital Management
New York
– -$2.66M -28,249 Closed
71 72
73
74 75