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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.15B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
176
Fiduciary Trust
Massachusetts
$38.2M -$846K -8,116 -2%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$37.9M -$2.64M -25,307 -7%
KCM
178
Kodai Capital Management
Illinois
$37.5M +$37.5M +360,042 New
FWCM
179
Ferguson Wellman Capital Management
Oregon
$37.5M -$460K -4,410 -1%
Vontobel Holding
180
Vontobel Holding
Switzerland
$37.2M +$1.48M +14,155 +4%
OAM
181
Oppenheimer Asset Management
New York
$36.8M +$77.1K +740 +0.2%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$36.4M -$6.2M -59,481 -15%
ASRS
183
Arizona State Retirement System
Arizona
$36.4M -$633K -6,076 -2%
CF
184
Corebridge Financial
Texas
$35.5M -$1.05M -10,086 -3%
Comerica Bank
185
Comerica Bank
Texas
$35.4M +$529K +5,076 +2%
SOMRS
186
State of Michigan Retirement System
Michigan
$35.4M -$365K -3,500 -1%
HP
187
Hosking Partners
United Kingdom
$34.9M -$1.63M -15,634 -4%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$34.6M -$31K -297 -0.1%
GI
189
Gradient Investments
Minnesota
$34.5M -$3.23M -31,010 -9%
MIM
190
MetLife Investment Management
New Jersey
$33.9M -$1.02M -9,774 -3%
DDPIC
191
Deroy & Devereaux Private Investment Counsel
Michigan
$33.8M +$295K +2,834 +0.9%
GKIM
192
GW&K Investment Management
Massachusetts
$33.2M -$578K -5,545 -2%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$33.1M +$1.78M +17,036 +6%
VMPIC
194
Varma Mutual Pension Insurance Co
Finland
$32.9M -$1.49M -12,800 -4%
Credit Agricole
195
Credit Agricole
France
$32.7M -$7.84M -75,191 -19%
CCM
196
Chilton Capital Management
Texas
$32.6M +$855K +8,207 +3%
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$31.8M +$1.78M +17,068 +6%
MAA
198
Matrix Asset Advisors
New York
$31.4M -$232K -2,224 -0.7%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$30.5M +$1.26M +12,040 +4%
FRAF
200
Första AP-fonden
Sweden
$30.2M +$2.84M +27,200 +10%
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