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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 %
HA
1876
HFG Advisors
Ohio
– -$211K -2,240 Closed
AAF
1877
Andra AP-fonden
Sweden
– -$208K -2,211 Closed
AI
1878
AXS Investments
New York
– -$208K -2,211 Closed
BWM
1879
BKM Wealth Management
Wisconsin
– -$208K -2,204 Closed
1WA
1880
180 Wealth Advisors
Washington
– -$206K -2,191 Closed
CCG
1881
Coastwise Capital Group
California
– -$205K -2,174 Closed
LAM
1882
Lifestyle Asset Management
Texas
– -$205K -2,172 Closed
BSSFA
1883
Baron Silver Stevens Financial Advisors
Florida
– -$203K -2,159 Closed
BMCM
1884
Bryn Mawr Capital Management
Pennsylvania
– -$202K -2,148 Closed
SAM
1885
SignalPoint Asset Management
Missouri
– -$202K -2,147 Closed
PIA
1886
Perennial Investment Advisors
California
– -$194K -2,056 Closed
RFM
1887
Royal Fund Management
Florida
– -$166K -1,760 Closed
EC
1888
EntryPoint Capital
New York
– -$122K -1,296 Closed
FFWM
1889
Future Financial Wealth Management
Ohio
– -$94.2K -1,000 Closed
FCMT
1890
Founders Capital Management (Texas)
Texas
– -$90.6K -962 Closed
FFWA
1891
FRG Family Wealth Advisors
Washington
– -$60.6K -667 Closed
CBT
1892
CoreFirst Bank & Trust
Kansas
– -$62.2K -661 Closed
VL
1893
Vima LLC
Michigan
– -$54.9K -625 Closed
LF
1894
LifeSteps Financial
California
– -$58.5K -621 Closed
NCM
1895
Northwest Capital Management
Oregon
– -$44.7K -475 Closed
HFM
1896
Harvest Fund Management
China
– -$34K -358 Closed
FIM
1897
Fernwood Investment Management
Massachusetts
– -$33K -350 Closed
HIM
1898
Hillsdale Investment Management
Ontario, Canada
– -$24.5K -260 Closed
NIC
1899
Northwest Investment Counselors
Oregon
– -$21.2K -225 Closed
HB
1900
Horizon Bancorp
Indiana
– -$16K -173 Closed
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