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Morgan Stanley
MS

Overview Fund Activity

1,850 hedge funds and large institutions have $139B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
752
Reduced
654
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.57B
2
AIM
Alphinity Investment Management
Australia
$622M
3
BlackRock
BlackRock
New York
$9.25B
4
Franklin Resources
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.27B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.25B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.15B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
201
MML Investors Services
Massachusetts
$30.2M +$3.98M +38,209 +15%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$30.1M -$15.1K -145 -0.1%
BCP
203
Blue Chip Partners
Michigan
$29.8M +$36K +345 +0.1%
BPWM
204
Badgley Phelps Wealth Managers
Washington
$29.8M +$296K +2,840 +1%
AM
205
AGF Management
Ontario, Canada
$29.3M -$8.6M -82,512 -23%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28.3M -$383K -3,677 -1%
MSV
207
MN Services Vermogensbeheer
Netherlands
$27.8M -$1.22M -11,700 -4%
AQR Capital Management
208
AQR Capital Management
Connecticut
$27.7M +$15.8M +152,674 +133%
MCM
209
Maple Capital Management
Vermont
$27.7M +$280K +2,689 +1%
CGH
210
Crossmark Global Holdings
Texas
$27.3M +$448K +4,294 +2%
BG
211
Bollard Group
Massachusetts
$27.3M +$155K +1,484 +0.6%
HIMC
212
Heritage Investors Management Corp
Maryland
$27.2M -$623K -5,972 -2%
AAS
213
Annex Advisory Services
Wisconsin
$27.2M +$256K +2,453 +0.9%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$27M +$642K +6,162 +2%
GF
215
Gabelli Funds
New York
$26.9M +$217K +2,085 +0.8%
CIC
216
Chilton Investment Company
Connecticut
$26.9M -$28.4M -272,604 -51%
ATN
217
AMF Tjänstepension
Sweden
$26.8M +$2.63M +25,179 +11%
CNB
218
Czech National Bank
Czech Republic
$26.5M +$1.6M +15,311 +6%
NIG
219
NFJ Investment Group
Texas
$26.3M -$293K -2,811 -1%
KeyBank National Association
220
KeyBank National Association
Ohio
$26.1M -$240K -2,298 -0.9%
II
221
IFM Investors
Australia
$25.9M -$185K -1,776 -0.7%
AssetMark Inc
222
AssetMark Inc
California
$25.9M -$345K -3,310 -1%
Cerity Partners
223
Cerity Partners
New York
$25.8M +$4.55M +43,664 +21%
CIS
224
Connors Investor Services
Pennsylvania
$25.5M +$964K +9,260 +4%
PI
225
PineBridge Investments
New York
$25.5M +$25.3M +242,486 +10,598%
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