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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 %
MCM
1851
MV Capital Management
Maryland
$116K -$19K -151 -14%
GG
1852
Gleason Group
Kentucky
$116K -$69.6K -554 -38%
CAS
1853
Coppell Advisory Solutions
Texas
$115K +$32.2K +255 +39%
WTA
1854
Washington Trust Advisors
Massachusetts
$113K +$4.27K +34 +4%
HCM
1855
Hollencrest Capital Management
California
$112K -$19.1K -152 -15%
FMII
1856
Farmers & Merchants Investments Inc
Nebraska
$111K -$629 -5 -0.6%
FLP
1857
Financial Life Planners
Arizona
$111K +$111K +882 New
HFM
1858
Hartford Financial Management
Connecticut
$109K -$6.29K -50 -5%
RTC
1859
Riverview Trust Company
Washington
$108K – – –
IUHSA
1860
Itau Unibanco Holding S.A.
Brazil
$108K +$108K +862 New
CMA
1861
Cedar Mountain Advisors
Oregon
$108K -$3.52K -28 -3%
AWM
1862
Atticus Wealth Management
Florida
$107K – – –
HDIM
1863
Hanson & Doremus Investment Management
Vermont
$102K -$8.3K -66 -8%
PCC
1864
Park Circle Company
Maryland
$101K – – –
SA
1865
SRH Advisors
Kansas
$100K +$629 +5 +0.6%
AWM
1866
Ameliora Wealth Management
Switzerland
$99.6K +$17.6K +140 +21%
HWA
1867
HHM Wealth Advisors
Tennessee
$98.9K +$5.78K +46 +6%
VWA
1868
VSM Wealth Advisory
Maryland
$97.9K +$97.9K +779 New
TC
1869
Trust Company
Kansas
$94.9K +$94.9K +755 New
KIM
1870
Kestra Investment Management
Texas
$93.2K +$93.2K +741 New
BT
1871
Banque Transatlantique
France
$91.3K +$91.3K +730 New
CWM
1872
Cranbrook Wealth Management
Michigan
$90.9K +$126 +1 +0.1%
TLCM
1873
Twin Lakes Capital Management
California
$90.5K – – –
GWP
1874
Gen-Wealth Partners
Michigan
$90.5K +$3.14K +25 +4%
KA
1875
Kozak & Associates
Colorado
$89.8K +$629 +5 +0.7%
73 74
75
76 77