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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
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 %
JFA
2001
JNBA Financial Advisors
Minnesota
$14.1K -$5.03K -40 -26%
CTWM
2002
Cherry Tree Wealth Management
Minnesota
$14.1K – – –
FFA
2003
Frazier Financial Advisors
Ohio
$13.7K -$3.27K -26 -19%
VWA
2004
Valued Wealth Advisors
Utah
$13.2K +$1.51K +12 +13%
GCM
2005
Gables Capital Management
Florida
$12.9K – – –
NI
2006
NCP Inc
California
$12.6K -$2K -16 -14%
PCWA
2007
Pacific Capital Wealth Advisors
California
$12.6K -$14.1K -112 -53%
CIAS
2008
CBIZ Investment Advisory Services
Ohio
$12.6K +$12.6K +100 New
TWD
2009
True Wealth Design
Ohio
$12.6K +$1.63K +13 +15%
B
2010
Birchbrook
Maine
$11.7K – – –
LI
2011
LRI Investments
Florida
$11.7K – – –
PFG
2012
Putney Financial Group
California
$11.3K +$11.3K +90 New
DWM
2013
Darwin Wealth Management
Florida
$11.3K +$6.41K +51 +131%
NFSG
2014
Newbridge Financial Services Group
Florida
$11.1K +$11.1K +89 New
EDRH
2015
Edmond de Rothschild Holding
Switzerland
$11.1K -$541K -4,302 -98%
LFA
2016
Legend Financial Advisors
Pennsylvania
$10.9K – – –
DMIC
2017
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.8K +$10.8K +86 New
CWM
2018
Centricity Wealth Management
Ohio
$10.8K +$10.8K +86 New
AP
2019
Atwood & Palmer
Missouri
$10.7K – – –
RWPA
2020
Richard W. Paul & Associates
Michigan
$10.3K -$1.89K -15 -15%
UOTTAIMCU
2021
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.1K +$10.1K +80 New
CF
2022
Conquis Financial
California
$9.93K +$9.93K +79 New
SL
2023
Salomon & Ludwin
Virginia
$9.43K -$251 -2 -3%
WCM
2024
WealthTrak Capital Management
Virginia
$9.18K +$9.18K +73 New
FCT
2025
First Community Trust
Iowa
$9.18K – – –
79 80
81
82 83