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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 %
1IA
2076
1620 Investment Advisors
Massachusetts
$1.18K -$45.9K -349 -97%
SOW
2077
State of Wyoming
Wyoming
$880 – – –
SC
2078
Stance Capital
Massachusetts
$754 +$754 +6 New
TCM
2079
Tradewinds Capital Management
Washington
$638 +$638 +5 New
CFS
2080
CGC Financial Services
Oregon
$629 – – –
LIS
2081
Legacy Investment Solutions
Idaho
$560 – – –
LWMI
2082
Legacy Wealth Management (Idaho)
Idaho
$560 – – –
RPA
2083
Redwood Park Advisors
California
$503 +$503 +4 New
Parallax Volatility Advisers
2084
Parallax Volatility Advisers
California
$377 +$377 +3 New
RFG
2085
REAP Financial Group
Texas
$63 -$8.82K -140 -99%
Alyeska Investment Group
2086
Alyeska Investment Group
Illinois
– -$101M -969,611 Closed
Renaissance Technologies
2087
Renaissance Technologies
New York
– -$79M -757,783 Closed
Holocene Advisors
2088
Holocene Advisors
New York
– -$45.4M -435,373 Closed
KCM
2089
Kodai Capital Management
Illinois
– -$37.5M -360,042 Closed
SPS
2090
Susquehanna Portfolio Strategies
Pennsylvania
– -$24.7M -237,080 Closed
NO
2091
Ninety One
South Africa
– -$18M -173,121 Closed
BA
2092
Bridgewater Associates
Connecticut
– -$17.7M -169,357 Closed
ACM
2093
Aquatic Capital Management
Illinois
– -$14.3M -137,400 Closed
N
2094
Natixis
France
– -$11.9M -114,067 Closed
CAM
2095
Centre Asset Management
New York
– -$10.1M -96,661 Closed
IMCOOI
2096
Investment Management Corp of Ontario (IMCO)
Canada
– -$6.71M -64,353 Closed
MWM
2097
Moran Wealth Management
Florida
– -$5.47M -52,465 Closed
FTDI
2098
First Trust Direct Indexing
Massachusetts
– -$5.18M -49,674 Closed
MAM
2099
Mark Asset Management
New York
– -$4.43M -42,459 Closed
QIM
2100
Quantitative Investment Management
Virginia
– -$3.14M -30,162 Closed
82 83
84
85 86