MS icon

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 %
EIP
2101
Epoch Investment Partners
New York
– -$2.97M -28,461 Closed
IP
2102
Interval Partners
New York
– -$2.76M -26,471 Closed
FC
2103
FORA Capital
Florida
– -$2.47M -23,740 Closed
TI
2104
TrueMark Investments
Illinois
– -$2.45M -23,480 Closed
AFM
2105
Anson Funds Management
Texas
– -$2.08M -20,000 Closed
DEA
2106
DoubleLine ETF Adviser
Florida
– -$2.03M -19,486 Closed
GM
2107
Granger Management
New York
– -$1.91M -18,336 Closed
GCM
2108
Graham Capital Management
Connecticut
– -$1.38M -13,280 Closed
AAF
2109
Andra AP-fonden
Sweden
– -$1.35M -12,911 Closed
STA
2110
Summit Trail Advisors
New York
– -$1.07M -10,237 Closed
TSS
2111
Two Sigma Securities
New York
– -$1.04M -9,954 Closed
RL
2112
RPO LLC
Connecticut
– -$1.03M -9,871 Closed
WG
2113
Winton Group
United Kingdom
– -$961K -9,222 Closed
PGIM
2114
Pacific Global Investment Management
California
– -$955K -9,164 Closed
MTCM
2115
Mint Tower Capital Management
Netherlands
– -$886K -8,500 Closed
AC
2116
AXQ Capital
New Jersey
– -$858K -8,235 Closed
Voloridge Investment Management
2117
Voloridge Investment Management
Florida
– -$811K -7,777 Closed
AOI
2118
Auto-Owners Insurance
Michigan
– -$782K -7,500 Closed
ACM
2119
AlphaStar Capital Management
North Carolina
– -$756K -7,254 Closed
AIM
2120
Aigen Investment Management
New York
– -$633K -6,070 Closed
DM
2121
Deerfield Management
New York
– -$631K -6,049 Closed
GWMR
2122
GC Wealth Management RIA
Massachusetts
– -$579K -5,551 Closed
ACGA
2123
Atlanta Consulting Group Advisors
Georgia
– -$519K -4,979 Closed
MIS
2124
Morningstar Investment Services
Illinois
– -$515K -4,951 Closed
SIA
2125
Strategic Investment Advisors
Michigan
– -$444K -4,264 Closed
83 84
85
86 87