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Morgan Stanley

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
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
2026
Creative Capital Management Investments
California
$9.05K
CMP
2027
Coston McIsaac & Partners
Maine
$9K
HHGA
2028
Halbert Hargrove Global Advisors
California
$8.93K +$8.93K +71 New
AIM
2029
Arcadia Investment Management
Michigan
$8.8K
LOIP
2030
Live Oak Investment Partners
Texas
$8.8K -$7.3K
FDW
2031
Fourth Dimension Wealth
Ohio
$8.17K +$8.17K +65 New
ACM
2032
Anfield Capital Management
California
$7.8K
SIM
2033
Synergy Investment Management
Florida
$7.8K +$7.8K +62 New
FRA
2034
Front Row Advisors
California
$7.54K
CSWM
2035
Cassady Schiller Wealth Management
Ohio
$7.42K +$7.42K +59 New
CWA
2036
Carolina Wealth Advisors
South Carolina
$7.29K
SIC
2037
SJS Investment Consulting
Ohio
$7.04K -$1.26K -10 -15%
YAL
2038
Your Advocates Ltd
Texas
$7.04K
HIW
2039
Holos Integrated Wealth
Pennsylvania
$7.04K +$7.04K +56 New
TAM
2040
Tucker Asset Management
Colorado
$6.66K +$6.66K +53 New
FIA
2041
FPC Investment Advisory
California
$6.51K +$2.77K +20 +74%
FP
2042
Financial Perspectives
Minnesota
$6.41K +$6.41K +51 New
ACM
2043
Aster Capital Management
United Arab Emirates
$6.29K +$6.29K +50 New
WCM
2044
Westend Capital Management
California
$5.91K
T
2045
Tidemark
California
$5.91K +$5.91K +47 New
NC
2046
NewSquare Capital
Pennsylvania
$5.66K +$5.66K +45 New
PS
2047
PayPay Securities
Japan
$5.16K +$880 +7 +21%
HGERS
2048
Householder Group Estate & Retirement Specialist
Arizona
$5K -$113K -1,040 -96%
EWM
2049
Evermay Wealth Management
Virginia
$4.65K -$1.89K -15 -29%
GWSA
2050
Global Wealth Strategies & Associates
Colorado
$4.65K