MS icon

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 %
CMP
1851
Coston McIsaac & Partners
Maine
$8 – – –
Norges Bank
1852
Norges Bank
Norway
– -$1.39B -14,346,860 Closed
OTPPB
1853
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$174M -1,791,472 Closed
IAIM
1854
International Assets Investment Management
Florida
– -$2.4M -817,081 Closed
ZIG
1855
Zurich Insurance Group
Switzerland
– -$43.9M -451,180 Closed
TI
1856
Trexquant Investment
Connecticut
– -$27.3M -280,773 Closed
HF
1857
HRT Financial
New York
– -$24.6M -252,956 Closed
QC
1858
Quadrature Capital
United Kingdom
– -$22.8M -234,262 Closed
TPSF
1859
Texas Permanent School Fund
Texas
– -$20.2M -207,361 Closed
CSS
1860
Cubist Systematic Strategies
Connecticut
– -$17.2M -176,460 Closed
Walleye Trading
1861
Walleye Trading
New York
– -$16M -164,911 Closed
ECM
1862
ExodusPoint Capital Management
New York
– -$15.1M -155,144 Closed
APG Asset Management
1863
APG Asset Management
Netherlands
– -$13.9M -152,992 Closed
SH
1864
Svenska Handelsbanken
Sweden
– -$10.8M -114,745 Closed
ECM
1865
Element Capital Management
New York
– -$10.7M -110,048 Closed
LIP
1866
Lighthouse Investment Partners
Florida
– -$9.6M -98,806 Closed
RCM
1867
Rokos Capital Management
United Kingdom
– -$8.19M -84,301 Closed
CC
1868
Carlson Capital
Texas
– -$6.57M -67,600 Closed
SEC
1869
Seven Eight Capital
New York
– -$5.41M -55,705 Closed
SFC
1870
Strategic Financial Concepts
Texas
– -$6.34K -52,591 Closed
CG
1871
Caprock Group
Idaho
– -$4.31M -44,336 Closed
PHK
1872
Point72 Hong Kong
Hong Kong
– -$4.06M -41,791 Closed
EGM
1873
Engineers Gate Manager
New York
– -$3.75M -38,609 Closed
SPW
1874
Surience Private Wealth
Washington
– -$3.71M -38,161 Closed
NICM
1875
Neo Ivy Capital Management
New York
– -$3.7M -38,092 Closed
73 74
75
76 77