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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 %
SO
1901
Sierra Ocean
California
$64.2K +$64.2K +510 New
SN
1902
Sittner & Nelson
Oregon
$64.1K – – –
MMCM
1903
Murphy & Mullick Capital Management
New York
$63.7K +$63.7K +507 New
AF
1904
Aviso Financial
Ontario, Canada
$62.9K – – –
VIA
1905
Virtus Investment Advisers
Connecticut
$62.9K +$62.9K +500 New
MSFP
1906
Mark Sheptoff Financial Planning
Connecticut
$62.4K – – –
AWM
1907
Activest Wealth Management
Florida
$61.7K +$754 +6 +1%
MA
1908
Modus Advisors
Minnesota
$60.5K +$60.5K +482 New
PWMG
1909
Prestige Wealth Management Group
New Jersey
$59.1K – – –
AAG
1910
Accordant Advisory Group
Maryland
$59.1K – – –
RFS
1911
Richardson Financial Services
Massachusetts
$58.5K +$7.8K +62 +15%
SSA
1912
Schonfeld Strategic Advisors
New York
$58.1K -$458K -3,646 -89%
CFD
1913
Creative Financial Designs
Indiana
$57.3K +$2.77K +22 +5%
FWM
1914
FSA Wealth Management
Massachusetts
$56.5K -$63.9K -508 -53%
PWA
1915
Provenance Wealth Advisors
Florida
$55.7K – – –
WWP
1916
WR Wealth Planners
Missouri
$51.6K -$9.81K -78 -16%
WSC
1917
Wellington Shields & Co
New York
$51.4K -$33.4K -266 -39%
FF
1918
Friedenthal Financial
New Jersey
$51.2K +$51.2K +407 New
RIA
1919
Realta Investment Advisors
Delaware
$51.1K -$55.9K -444 -52%
FWA
1920
Flagship Wealth Advisors
Massachusetts
$49.8K +$49.8K +396 New
DPW
1921
DiNuzzo Private Wealth
Pennsylvania
$49.4K – – –
TPW
1922
Talon Private Wealth
Florida
$48.5K +$46K +366 +1,830%
RF
1923
Roxbury Financial
New Jersey
$48.1K +$48.1K +365 New
MFT
1924
Moisand Fitzgerald Tamayo
Florida
$47.4K +$1.01K +8 +2%
PPA
1925
Painted Porch Advisors
California
$46.3K +$6.41K +51 +16%
75 76
77
78 79