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Morgan Stanley
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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 %
SGDR
1876
SPX Gestao de Recursos
Brazil
– -$3.35M -34,500 Closed
ICA
1877
Infrastructure Capital Advisors
New York
– -$3.1M -31,847 Closed
SWS
1878
SYSTM Wealth Solutions
Illinois
– -$2.59M -26,625 Closed
SW
1879
Simplicity Wealth
New Jersey
– -$2.37M -24,414 Closed
NRD
1880
Nebula Research & Development
New York
– -$2.21M -22,755 Closed
QCM
1881
Qsemble Capital Management
New York
– -$1.94M -19,989 Closed
IMC Chicago
1882
IMC Chicago
Illinois
– -$1.69M -17,398 Closed
SP
1883
Symmetry Partners
Connecticut
– -$1.59M -16,365 Closed
SW
1884
SVB Wealth
Massachusetts
– -$1.5M -15,462 Closed
CRM
1885
Cramer Rosenthal McGlynn
Connecticut
– -$1.47M -15,145 Closed
PP
1886
Paloma Partners
Connecticut
– -$1.03M -10,560 Closed
GCM
1887
Glaxis Capital Management
Florida
– -$972K -10,000 Closed
PI
1888
PEAK6 Investments
Illinois
– -$862K -8,865 Closed
HT
1889
Headlands Technologies
Illinois
– -$824K -8,478 Closed
LCM
1890
Laurion Capital Management
New York
– -$793K -8,162 Closed
SM
1891
Sciencast Management
New Jersey
– -$705K -7,257 Closed
AGM
1892
Alpine Global Management
New York
– -$632K -6,500 Closed
PAS
1893
Point72 Asia (Singapore)
Singapore
– -$622K -6,403 Closed
Two Sigma Advisers
1894
Two Sigma Advisers
New York
– -$525K -5,400 Closed
CAS
1895
CTC Alternative Strategies
Illinois
– -$505K -5,200 Closed
GAG
1896
GM Advisory Group
New York
– -$471K -4,850 Closed
NA
1897
Nottingham Advisors
New York
– -$465K -4,784 Closed
SCM
1898
Suvretta Capital Management
New York
– -$448K -4,611 Closed
GC
1899
GFG Capital
Florida
– -$428K -4,400 Closed
FRM
1900
Fox Run Management
Connecticut
– -$411K -4,229 Closed
74 75
76
77 78