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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 %
OAM
1926
Oxford Asset Management
United Kingdom
– -$223K -2,298 Closed
JWCA
1927
J.W. Coons Advisors
Ohio
– -$206K -2,121 Closed
GSIAS
1928
Garden State Investment Advisory Services
New Jersey
– -$205K -2,106 Closed
MC
1929
Mirabaud & Cie
Switzerland
– -$203K -2,090 Closed
BFA
1930
Beacon Financial Advisory
Ohio
– -$202K -2,080 Closed
IWA
1931
IBEX Wealth Advisors
New Jersey
– -$165K -1,702 Closed
RA
1932
Rational Advisors
New York
– -$163K -1,677 Closed
RWMG
1933
Redwood Wealth Management Group
New Jersey
– -$143K -1,467 Closed
RBC
1934
Roble Belko & Company
Pennsylvania
– -$137K -1,405 Closed
CC
1935
Cultivar Capital
Texas
– -$108K -1,111 Closed
CC
1936
Cypress Capital
Tennessee
– -$82.3K -847 Closed
WR
1937
WD Rutherford
Oregon
– -$69.5K -715 Closed
AFIA
1938
America First Investment Advisors
Nebraska
– -$54K -556 Closed
NFSG
1939
Newbridge Financial Services Group
Florida
– -$48.6K -500 Closed
QL
1940
Quarry LP
New York
– -$42.1K -433 Closed
LIA
1941
Lynx Investment Advisory
District of Columbia
– -$30.5K -313 Closed
WIA
1942
Wetzel Investment Advisors
Indiana
– -$24.4K -259 Closed
OWA
1943
Opal Wealth Advisors
New York
– -$25K -257 Closed
VAG
1944
VisionPoint Advisory Group
Texas
– -$24.7K -254 Closed
KB
1945
Kimelman & Baird
New York
– -$17K -175 Closed
RFG
1946
RFP Financial Group
Georgia
– -$14.5K -149 Closed
GLR
1947
Great Lakes Retirement
Ohio
– -$13.1K -135 Closed
KFS
1948
Kelly Financial Services
Massachusetts
– -$13.1K -134 Closed
FW
1949
Fairway Wealth
Ohio
– -$10.6K -109 Closed
HFS
1950
Hantz Financial Services
Michigan
– -$10K -104 Closed
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