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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 %
EAM
1876
Eukles Asset Management
Ohio
$87.8K – – –
JWA
1877
JFS Wealth Advisors
Pennsylvania
$85.2K +$503 +4 +0.6%
FFO
1878
Fortitude Family Office
Arizona
$84.4K +$1.63K +13 +2%
HIMS
1879
Hager Investment Management Services
New Hampshire
$84.2K +$84.2K +670 New
CBT
1880
CoreFirst Bank & Trust
Kansas
$83.1K – – –
USB
1881
Union Savings Bank
Connecticut
$81.6K – – –
CM
1882
Capula Management
Cayman Islands
$78.8K -$99.7K -793 -56%
PMFA
1883
Plante Moran Financial Advisors
Michigan
$78.6K -$7.3K -58 -8%
BIA
1884
Bell Investment Advisors
California
$75.6K -$503 -4 -0.7%
SFA
1885
Semmax Financial Advisors
North Carolina
$74.9K +$3.44K +25 +5%
HI
1886
Human Investing
Oregon
$74.1K +$74.1K +589 New
TFGT
1887
TS Financial Group (TSFG)
Illinois
$74K -$1K -8 -1%
OCM
1888
Osterweis Capital Management
California
$73.8K – – –
RCA
1889
Runnymede Capital Advisors
Ohio
$73.5K +$73.5K +585 New
EBA
1890
Eagle Bay Advisors
New York
$73.1K -$8.04K -64 -10%
HCM
1891
Horrell Capital Management
Arkansas
$73K – – –
MIA
1892
MeadowBrook Investment Advisors
Michigan
$72.3K – – –
FUBT
1893
First United Bank & Trust
Maryland
$71.4K – – –
BL
1894
BFSG LLC
California
$70.4K – – –
RS
1895
R Squared
Hong Kong
$70.4K +$70.4K +560 New
T
1896
TOBAM
France
$70K -$26.2K -208 -27%
MSWA
1897
Marshall & Sterling Wealth Advisors
New York
$68.9K +$68.9K +548 New
OAJ
1898
Ogorek Anthony Joseph
New York
$68K -$11.2K -90 -14%
WA
1899
WPG Advisers
Maryland
$67.3K +$67.3K +535 New
EAM
1900
Empirical Asset Management
Massachusetts
$66.7K +$66.7K +11,142 New
74 75
76
77 78