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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 %
ORAM
1851
One River Asset Management
Connecticut
– -$502K -5,330 Closed
ACM
1852
Allred Capital Management
Texas
– -$412K -4,374 Closed
EP
1853
Edgestream Partners
New Jersey
– -$405K -4,303 Closed
SDIC
1854
South Dakota Investment Council
South Dakota
– -$405K -4,300 Closed
NRS
1855
Neville Rodie & Shaw
New York
– -$370K -3,926 Closed
MC
1856
Marest Capital
California
– -$363K -3,855 Closed
FIM
1857
Freedom Investment Management
Connecticut
– -$355K -3,774 Closed
SFM
1858
Signet Financial Management
New Jersey
– -$351K -3,728 Closed
NL
1859
NWAM LLC
Washington
– -$351K -3,670 Closed
WEG
1860
World Equity Group
Illinois
– -$342K -3,637 Closed
OCBCO
1861
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$322K -3,443 Closed
CCWM
1862
Cassaday & Co Wealth Management
Virginia
– -$324K -3,437 Closed
IPAM
1863
Investment Partners Asset Management
New Jersey
– -$312K -3,313 Closed
CBFP
1864
Cedar Brook Financial Partners
Ohio
– -$290K -3,075 Closed
DFG
1865
Delta Financial Group
New Jersey
– -$287K -3,049 Closed
FA
1866
FDx Advisors
Illinois
– -$273K -2,895 Closed
DM
1867
Deerfield Management
New York
– -$257K -2,734 Closed
SRL
1868
Scientech Research LLC
New Jersey
– -$256K -2,720 Closed
JWM
1869
Jackson Wealth Management
Florida
– -$242K -2,568 Closed
PS
1870
Planned Solutions
California
– -$238K -2,530 Closed
CAM
1871
CenterStar Asset Management
Illinois
– -$235K -2,496 Closed
AIA
1872
Angeles Investment Advisors
California
– -$222K -2,362 Closed
MWM
1873
Maltin Wealth Management
New Jersey
– -$213K -2,262 Closed
MAG
1874
MRA Advisory Group
New Jersey
– -$213K -2,261 Closed
UBV
1875
United Bank (Virginia)
Virginia
– -$211K -2,242 Closed
73 74
75
76 77