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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
$1.57B
2
AIM
Alphinity Investment Management
Australia
$622M
3
BlackRock
BlackRock
New York
$9.25B
4
Franklin Resources
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.15B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
1801
Princeton Global Asset Management
New Jersey
$9.38K +$9.38K +90 New
LFA
1802
Legend Financial Advisors
Pennsylvania
$9.07K – – –
TWD
1803
True Wealth Design
Ohio
$9.07K +$9.07K +87 New
AP
1804
Atwood & Palmer
Missouri
$8.86K – – –
HWP
1805
Highline Wealth Partners
California
$8.47K -$2.51K -24 -23%
SL
1806
Salomon & Ludwin
Virginia
$8.03K – – –
FCT
1807
First Community Trust
Iowa
$7.61K – – –
CCMI
1808
Creative Capital Management Investments
California
$7.51K – – –
SHIM
1809
Stone House Investment Management
Pennsylvania
$7.3K – – –
AIM
1810
Arcadia Investment Management
Michigan
$7.3K – – –
LOIP
1811
Live Oak Investment Partners
Texas
$7.3K -$6.8K – –
SIC
1812
SJS Investment Consulting
Ohio
$6.88K -$208 -2 -3%
ACM
1813
Anfield Capital Management
California
$6.46K – – –
FRA
1814
Front Row Advisors
California
$6.25K -$43.6K -418 -87%
CWA
1815
Carolina Wealth Advisors
South Carolina
$6.05K +$6.05K +58 New
YAL
1816
Your Advocates Ltd
Texas
$5.84K – – –
EWM
1817
Evermay Wealth Management
Virginia
$5.42K – – –
TCM
1818
TruNorth Capital Management
Michigan
$5.11K – – –
BCM
1819
Blume Capital Management
California
$4.9K – – –
WCM
1820
Westend Capital Management
California
$4.9K – – –
WOC
1821
West Oak Capital
California
$4.71K – – –
WIM
1822
Westside Investment Management
California
$4.68K -$1.02K -10 -18%
MSWM
1823
Mowery & Schoenfeld Wealth Management
Illinois
$4.17K – – –
DWM
1824
Darwin Wealth Management
Florida
$4.07K +$4.07K +39 New
GWSA
1825
Global Wealth Strategies & Associates
Colorado
$3.86K +$3.44K +33 +825%
71 72
73
74 75