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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 %
CYG
2051
Clean Yield Group
Vermont
$4.4K – – –
ME
2052
McIlrath & Eck
Washington
$4.4K – – –
NS
2053
NBC Securities
Alabama
$4.34K -$4.52M -35,393 -100%
PWA
2054
Principia Wealth Advisory
Texas
$4.15K +$4.15K +33 New
TCM
2055
TruNorth Capital Management
Michigan
$3.77K -$2.39K -19 -39%
OWP
2056
ORG Wealth Partners
Texas
$3.77K +$3.77K +30 New
NMG
2057
New Millennium Group
Utah
$3.65K – – –
WW
2058
Winnow Wealth
Texas
$3.51K +$3.51K +28 New
APW
2059
Acima Private Wealth
Virginia
$3.27K – – –
WA
2060
WestEnd Advisors
North Carolina
$3.14K +$251 +2 +9%
PGAM
2061
Princeton Global Asset Management
New Jersey
$3.02K -$8.3K -66 -73%
AG
2062
AmeriFlex Group
Nevada
$2.91K +$2.91K +21 New
KPP
2063
Kings Path Partners
Texas
$2.77K – – –
PIS
2064
POM Investment Strategies
North Carolina
$2.64K – – –
MFG
2065
Menard Financial Group
Texas
$2.64K +$2.64K +21 New
CIA
2066
Cape Investment Advisory
Georgia
$2.51K +$2.51K +20 New
MCM
2067
Mainstream Capital Management
California
$2.51K +$2.51K +20 New
HWM
2068
Horizons Wealth Management
North Carolina
$2.14K – – –
AT
2069
Arlington Trust
Alabama
$2.14K – – –
NRG
2070
Nemes Rush Group
Michigan
$2.01K +$2.01K +16 New
KIG
2071
Kessler Investment Group
Indiana
$1.89K – – –
SMAM
2072
Sugar Maple Asset Management
Wisconsin
$1.89K +$1.89K +15 New
PWM
2073
Parkworth Wealth Management
California
$1.38K +$1.38K +11 New
MSWM
2074
Mowery & Schoenfeld Wealth Management
Illinois
$1.26K -$3.77K -30 -75%
JFG
2075
JDM Financial Group
Texas
$1.26K – – –
81 82
83
84 85