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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 %
MP
2126
McDonald Partners
Ohio
– -$431K -4,132 Closed
FFO
2127
Fiduciary Family Office
Florida
– -$339K -3,255 Closed
SCM
2128
Stevens Capital Management
Pennsylvania
– -$335K -3,217 Closed
MPM
2129
MBB Public Markets
Illinois
– -$319K -3,060 Closed
LTI
2130
Laffer Tengler Investments
Tennessee
– -$295K -2,826 Closed
TCWA
2131
Turtle Creek Wealth Advisors
Texas
– -$292K -2,802 Closed
EC
2132
EntryPoint Capital
New York
– -$280K -2,687 Closed
IIM
2133
InTrack Investment Management
Vermont
– -$271K -2,600 Closed
SAM
2134
Strategy Asset Managers
California
– -$268K -2,571 Closed
CLA
2135
Carnegie Lake Advisors
New Jersey
– -$261K -2,500 Closed
WJA
2136
Willis Johnson & Associates
Texas
– -$240K -2,299 Closed
BFM
2137
Boothbay Fund Management
New York
– -$229K -2,197 Closed
RB
2138
Renasant Bank
Mississippi
– -$210K -2,013 Closed
4WM
2139
49 Wealth Management
Texas
– -$205K -1,963 Closed
TW
2140
Transform Wealth
Colorado
– -$203K -1,948 Closed
AWM
2141
Accurate Wealth Management
Florida
– -$212K -1,889 Closed
JIP
2142
Jaffetilchin Investment Partners
Florida
– -$149K -1,433 Closed
PS
2143
Planned Solutions
California
– -$135K -1,295 Closed
RWM
2144
Reston Wealth Management
Virginia
– -$133K -1,277 Closed
KC
2145
Knuff & Co
California
– -$122K -1,170 Closed
ATS
2146
Ashton Thomas Securities
New York
– -$110K -1,052 Closed
GJWM
2147
Gilliland Jeter Wealth Management
Arkansas
– -$102K -980 Closed
BWP
2148
Baldwin Wealth Partners
Massachusetts
– -$76.1K -730 Closed
CWM
2149
Cedar Wealth Management
California
– -$71.3K -684 Closed
LFA
2150
Livelsberger Financial Advisory
Ohio
– -$63.9K -613 Closed
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