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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 %
RTL
1976
Red Tortoise LLC
Georgia
$21.9K -$2.01K -16 -8%
SC
1977
Stephens Consulting
Michigan
$21.9K – – –
OP
1978
ORG Partners
Indiana
$21.9K -$4.27K -34 -16%
BCMLT
1979
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K -$15.8K -125 -43%
FPB
1980
First PREMIER Bank
South Dakota
$20K – – –
OW
1981
Olistico Wealth
Oklahoma
$19.4K – – –
MAS
1982
MPWM Advisory Solutions
Georgia
$19K +$19K +151 New
CFFP
1983
Center for Financial Planning
Michigan
$18.9K – – –
SAM
1984
Synergy Asset Management
Washington
$18.8K +$18.8K +180 New
AF
1985
Atala Financial
California
$18.7K +$18.7K +149 New
CAWM
1986
Capital A Wealth Management
Pennsylvania
$18.2K +$18.2K +145 New
1L
1987
10Elms LLP
Oklahoma
$18K +$18K +143 New
CPG
1988
Cornerstone Planning Group
New Jersey
$17.6K +$2.73K +20 +18%
AW
1989
Avion Wealth
Texas
$17K +$965 +8 +6%
HWP
1990
Highline Wealth Partners
California
$16.8K +$6.55K +52 +64%
RDFA
1991
Ritter Daniher Financial Advisory
Ohio
$15.7K – – –
VFM
1992
Vision Financial Markets
Connecticut
$15.6K +$15.6K +124 New
OPTFSNA
1993
Old Point Trust & Financial Services N A
Virginia
$15K – – –
KTC
1994
Kentucky Trust Company
Kentucky
$15K +$15K +119 New
MBFW
1995
Morton Brown Family Wealth
Pennsylvania
$14.8K – – –
TCG
1996
Transcendent Capital Group
Oklahoma
$14.7K – – –
FA
1997
Financial Avengers
California
$14.7K – – –
HNW
1998
High Note Wealth
Minnesota
$14.5K +$14.5K +115 New
DWM
1999
Dogwood Wealth Management
Kansas
$14.4K +$125 +1 +0.9%
NA
2000
Nordwand Advisors
Pennsylvania
$14.2K – – –
78 79
80
81 82