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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 %
BWL
1826
Bogart Wealth LLC
Virginia
$139K +$17.4K +138 +14%
GPI
1827
General Partner Inc
Pennsylvania
$139K – – –
C
1828
Covestor
United Kingdom
$139K +$49.1K +392 +55%
TFIPS
1829
Towarzystwo Funduszy Inwestycyjnych PZU SA
$136K +$18.2K +145 +15%
MEG
1830
Millstone Evans Group
Colorado
$136K +$136K +1,083 New
SIS
1831
Sound Income Strategies
Florida
$135K +$8.29K +66 +7%
DRP
1832
Decker Retirement Planning
Utah
$135K +$135K +1,073 New
PA
1833
PSI Advisors
Florida
$134K – – –
TIM
1834
Thompson Investment Management
Wisconsin
$134K -$57.6K -458 -30%
CWC
1835
Carolinas Wealth Consulting
North Carolina
$133K -$1.26K -10 -0.9%
CSC
1836
Caldwell Sutter Capital
California
$131K +$5.66K +45 +5%
WI
1837
Wintrust Investments
Illinois
$131K -$162K -1,465 -55%
CAM
1838
Creekmur Asset Management
Illinois
$129K – – –
SWA
1839
SOA Wealth Advisors
New York
$128K +$251 +2 +0.2%
TIM
1840
Tortoise Investment Management
New York
$128K -$22.9K -182 -15%
AWM
1841
Accredited Wealth Management
Kentucky
$127K +$127K +1,014 New
OC
1842
Oarsman Capital
Wisconsin
$126K -$5.91K -47 -4%
TF
1843
Tompkins Financial
New York
$126K -$3.77K -30 -3%
FFWM
1844
Future Financial Wealth Management
Ohio
$126K – – –
CB
1845
Centennial Bank
Arkansas
$126K – – –
CNBTD
1846
Citizens National Bank Trust Department
Mississippi
$126K – – –
MMG
1847
Monetary Management Group
Missouri
$126K – – –
JSAM
1848
J. Safra Asset Management
New York
$123K +$51.8K +412 +73%
DCBT
1849
Dakota Community Bank & Trust
North Dakota
$121K -$10.2K -81 -8%
CT
1850
Colonial Trust
South Carolina
$120K +$7.92K +63 +7%
72 73
74
75 76