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Morgan Stanley
MS

Overview Fund Activity

2,084 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, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,084
Holders Change
+234
Holders Change %
+12.65%
% of All Funds
27.75%
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
784
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
$2.74B
2
BlackRock
BlackRock
New York
$12B
3
Citadel Advisors
Citadel Advisors
Florida
$423M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
1801
Brown, Lisle/Cummings
Rhode Island
$189K +$66.4K +528 +54%
SSG
1802
Summit Securities Group
New York
$189K +$113K +900 +150%
PSB
1803
Piscataqua Savings Bank
New Hampshire
$188K – – –
HBW
1804
Hazlett, Burt & Watson
West Virginia
$176K +$126 +1 +0.1%
ITIM
1805
Indiana Trust & Investment Management
Indiana
$175K +$6.66K +53 +4%
LAMC
1806
Longview Asset Management (California)
California
$174K +$174K +1,383 New
RDIA
1807
RE Dickinson Investment Advisors
Iowa
$173K +$1.25K +1 +0.7%
SCM
1808
Silvant Capital Management
Georgia
$171K – – –
HCMG
1809
Howard Capital Management Group
California
$165K +$165K +1,316 New
RFM
1810
Royal Fund Management
Florida
$165K -$165K -1,314 -50%
OIA
1811
Optimum Investment Advisors
Illinois
$163K -$220K -1,750 -57%
WBC
1812
West Branch Capital
Massachusetts
$163K +$122K +972 +301%
GFPC
1813
Global Financial Private Client
Florida
$163K +$1.89K +15 +1%
BPAMU
1814
BTG Pactual Asset Management US
New York
$158K +$158K +1,257 New
SOS
1815
Silver Oak Securities
Tennessee
$156K +$156K +1,238 New
RMC
1816
Resources Management Corp
Connecticut
$153K – – –
GWSG
1817
GPS Wealth Strategies Group
Colorado
$152K -$5.03K -40 -3%
WPA
1818
West Paces Advisors
Georgia
$152K – – –
XC
1819
XY Capital
Hong Kong
$152K +$152K +1,206 New
CT
1820
Clearstead Trust
Maine
$151K +$151K +1,200 New
CWM
1821
Compass Wealth Management
Connecticut
$149K – – –
FFC
1822
First Financial Corp
Indiana
$148K – – –
SAM
1823
Sherman Asset Management
California
$147K +$147K +1,170 New
PAG
1824
Paladin Advisory Group
Iowa
$145K – – –
WA
1825
Whipplewood Advisors
Colorado
$145K +$145K +1,154 New
71 72
73
74 75