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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 %
NAAA
1826
New Age Alpha Advisors
New York
– -$2.35M -25,000 Closed
CCS
1827
Concentric Capital Strategies
Connecticut
– -$2.23M -23,703 Closed
MFS
1828
Mirabella Financial Services
United Kingdom
– -$2.22M -23,570 Closed
CANY
1829
Caxton Associates (New York)
New York
– -$2.19M -23,250 Closed
CA
1830
CoreCap Advisors
Michigan
– -$2.17M -23,095 Closed
PA
1831
Paralel Advisors
Colorado
– -$2.05M -21,773 Closed
BHCM
1832
Brevan Howard Capital Management
Jersey
– -$1.99M -21,174 Closed
MCP
1833
Mirador Capital Partners
California
– -$1.44M -15,345 Closed
BFIC
1834
Bedell Frazier Investment Counselling
California
– -$1.44M -15,309 Closed
GAA
1835
Global Assets Advisory
Florida
– -$157K -14,684 Closed
COCM
1836
Charter Oak Capital Management
New Hampshire
– -$1.31M -13,956 Closed
WWA
1837
WCG Wealth Advisors
Nevada
– -$1.28M -13,577 Closed
MWM
1838
Meridian Wealth Management
Kentucky
– -$1.24M -13,201 Closed
DAM
1839
Deltec Asset Management
New York
– -$1.18M -12,500 Closed
EW
1840
Evoke Wealth
California
– -$1.11M -11,774 Closed
RCM
1841
Radnor Capital Management
Pennsylvania
– -$1.09M -11,602 Closed
AC
1842
AXQ Capital
New Jersey
– -$1.06M -11,300 Closed
HT
1843
HAP Trading
New York
– -$1.06M -11,273 Closed
FSI
1844
Flow State Investments
Illinois
– -$1.05M -11,200 Closed
BBP
1845
Banco BTG Pactual
Brazil
– -$933K -10,000 Closed
FFP
1846
FourThought Financial Partners
Florida
– -$940K -9,983 Closed
WIC
1847
Woodmont Investment Counsel
Tennessee
– -$791K -8,401 Closed
PPP
1848
Private Portfolio Partners
New Jersey
– -$758K -8,050 Closed
MM
1849
MQS Management
New York
– -$573K -6,087 Closed
NC
1850
Nightview Capital
Texas
– -$564K -5,986 Closed
72 73
74
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