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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 %
CC
1901
Corton Capital
Ontario, Canada
– -$405K -4,168 Closed
TWP
1902
Triad Wealth Partners
Kansas
– -$402K -4,136 Closed
PD
1903
Point72 (DIFC)
United Arab Emirates
– -$395K -4,062 Closed
PHS
1904
Pekin Hardy Strauss
Illinois
– -$395K -4,060 Closed
RWA
1905
Redhawk Wealth Advisors
Minnesota
– -$378K -3,891 Closed
AC
1906
Allstate Corporation
Illinois
– -$377K -3,884 Closed
LSPW
1907
Lake Street Private Wealth
Illinois
– -$375K -3,862 Closed
OMC
1908
Overbrook Management Corp
New York
– -$366K -3,764 Closed
CT
1909
ClearAlpha Technologies
Connecticut
– -$314K -3,231 Closed
V
1910
ViaWealth
Kansas
– -$290K -2,980 Closed
BWP
1911
Balboa Wealth Partners
Arizona
– -$286K -2,946 Closed
PFA
1912
Pure Financial Advisors
California
– -$284K -2,921 Closed
SFS
1913
Stiles Financial Services
Minnesota
– -$283K -2,910 Closed
3IP
1914
3Chopt Investment Partners
Virginia
– -$283K -2,907 Closed
DPIM
1915
Duff & Phelps Investment Management
Illinois
– -$280K -2,885 Closed
AAS
1916
Ameritas Advisory Services
Nebraska
– -$272K -2,799 Closed
PF
1917
Phoenix Financial
Israel
– -$264K -2,719 Closed
CA
1918
Crewe Advisors
Utah
– -$261K -2,690 Closed
FAM
1919
Formidable Asset Management
Ohio
– -$246K -2,531 Closed
ACI
1920
Alpha Cubed Investments
California
– -$244K -2,507 Closed
MWA
1921
Midland Wealth Advisors
Illinois
– -$239K -2,456 Closed
VCG
1922
Vantage Consulting Group
Virginia
– -$237K -2,439 Closed
RIM
1923
Reliant Investment Management
Tennessee
– -$234K -2,405 Closed
IFU
1924
iSAM Funds (UK)
United Kingdom
– -$232K -2,392 Closed
N
1925
Numerai
California
– -$232K -2,389 Closed
75 76
77
78 79