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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 %
PSFG
1926
Park Square Financial Group
Georgia
$45.7K +$45.7K +363 New
EIM
1927
Essex Investment Management
Massachusetts
$45.6K – – –
ETS
1928
ESL Trust Services
New York
$45.3K +$45.3K +360 New
TFM
1929
TFC Financial Management
Massachusetts
$43.3K -$9.94K -79 -19%
DFA
1930
DHJJ Financial Advisors
Illinois
$42.5K – – –
BHWM
1931
Beaird Harris Wealth Management
Texas
$41.5K +$39.4K +313 +1,841%
LWANC
1932
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.6K – – –
HIIFS
1933
Harel Insurance Investments & Financial Services
Israel
$39K – – –
MAM
1934
Meeder Asset Management
Ohio
$39K -$2.26K -18 -5%
BAM
1935
Byrne Asset Management
New Jersey
$38.8K – – –
T
1936
Transce3nd
Texas
$38K +$38K +302 New
MCA
1937
Maryland Capital Advisors
Maryland
$37.7K – – –
PWA
1938
Physician Wealth Advisors
Utah
$36.9K +$36.9K +293 New
QL
1939
Quarry LP
New York
$36.3K +$36.3K +289 New
MWA
1940
Miller Wealth Advisors
Colorado
$35.8K – – –
FNWA
1941
Financial Network Wealth Advisors
Utah
$35.3K -$33.2K -264 -48%
SFG
1942
Stonebridge Financial Group
Pennsylvania
$35.3K +$35.3K +281 New
CWM
1943
Crowley Wealth Management
Delaware
$34.3K +$34.3K +273 New
WTFG
1944
Wood Tarver Financial Group
Idaho
$34K +$34K +275 New
DCM
1945
Davis Capital Management
Florida
$33.7K – – –
BTC
1946
Bank & Trust Company
Illinois
$33.3K – – –
AA
1947
Ancora Advisors
Ohio
$33.2K +$17K +135 +105%
HNB
1948
Hilltop National Bank
Wyoming
$32.6K – – –
SC
1949
Solstein Capital
California
$32.2K – – –
AEPWM
1950
Atlantic Edge Private Wealth Management
Florida
$32.1K – – –
76 77
78
79 80