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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
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
1
Capital Research Global Investors
California
$2.74B
2
BlackRock
2
BlackRock
New York
$12B
3
Citadel Advisors
3
Citadel Advisors
Florida
$423M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.21B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$916M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.63B
2
Barclays
2
Barclays
United Kingdom
$317M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$973M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.12B
5
Boston Partners
5
Boston Partners
Massachusetts
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
176
Credit Agricole
France
$48M +$8.57M +68,139 +22%
BCM
177
Basswood Capital Management
New York
$46.4M – – –
RAM
178
Resona Asset Management
Japan
$46.3M -$2.61M -20,771 -5%
ELC
179
Edgar Lomax Company
Virginia
$46.1M +$24.8M +197,165 +116%
FT
180
Fiduciary Trust
Massachusetts
$44.3M -$1.71M -13,563 -4%
ASRS
181
Arizona State Retirement System
Arizona
$44.2M +$241K +1,913 +0.5%
FWCM
182
Ferguson Wellman Capital Management
Oregon
$43.8M -$1.47M -11,672 -3%
EAM
183
Erste Asset Management
Austria
$43.6M -$12.3M -97,423 -22%
SOMRS
184
State of Michigan Retirement System
Michigan
$42.3M -$314K -2,500 -0.7%
TRSOTSOK
185
Teachers Retirement System of the State of Kentucky
Kentucky
$42.2M -$18.1M -144,200 -30%
BNP Paribas Asset Management
186
BNP Paribas Asset Management
France
$42.2M +$19.7M +156,477 +87%
TCA
187
Teewinot Capital Advisers
New York
$41.6M -$35M -278,624 -46%
MIM
188
MetLife Investment Management
New Jersey
$41.5M +$552K +4,394 +1%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$41.1M +$354K +2,819 +0.9%
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.5M +$13.1M +104,453 +48%
NCM
191
Nearwater Capital Markets
Ireland
$40.5M +$40.5M +321,773 New
Comerica Bank
192
Comerica Bank
Texas
$39.9M -$2.85M -22,658 -7%
Vontobel Holding
193
Vontobel Holding
Switzerland
$39.5M -$5.29M -42,067 -12%
CCM
194
Chilton Capital Management
Texas
$39.4M +$85.5K +680 +0.2%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$39.4M -$467K -3,714 -1%
FRAF
196
Första AP-fonden
Sweden
$39.4M +$2.93M +23,300 +8%
GKIM
197
GW&K Investment Management
Massachusetts
$39.2M -$911K -7,250 -2%
OAM
198
Oppenheimer Asset Management
New York
$38.5M -$5.92M -47,121 -13%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$38.4M +$1.5M +11,710 +4%
MML Investors Services
200
MML Investors Services
Massachusetts
$37.6M +$1.26M +10,045 +3%
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