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Morgan Stanley
MS

Overview Fund Activity

2,083 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, 695 increasing their positions, 784 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,083
Holders Change
+234
Holders Change %
+12.66%
% of All Funds
27.74%
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
695
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 %
GI
201
Gradient Investments
Minnesota
$37.6M -$4.09M -32,504 -10%
CF
202
Corebridge Financial
Texas
$37M -$5.81M -46,217 -14%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$36.5M -$217K -1,727 -0.6%
CI
204
Conning Inc
Connecticut
$36.5M -$10.7M -85,303 -23%
FWIA
205
Fort Washington Investment Advisors
Ohio
$36.4M +$35.9M +285,496 +6,666%
BS
206
Banco Santander
Spain
$36.2M +$24.8M +197,281 +217%
BPWM
207
Badgley Phelps Wealth Managers
Washington
$36.2M +$282K +2,243 +0.8%
Toronto Dominion Bank
208
Toronto Dominion Bank
Ontario, Canada
$35.4M -$8.58M -68,283 -20%
MAA
209
Matrix Asset Advisors
New York
$35.3M -$2.67M -21,203 -7%
Axa
210
Axa
France
$35.2M -$11.5M -91,800 -25%
BCP
211
Blue Chip Partners
Michigan
$35.1M -$819K -6,513 -2%
CIC
212
Chilton Investment Company
Connecticut
$34.3M +$1.81M +14,390 +6%
Lazard Asset Management
213
Lazard Asset Management
New York
$34.2M +$20M +159,388 +142%
CNB
214
Czech National Bank
Czech Republic
$33.8M +$1.91M +15,192 +6%
MSV
215
MN Services Vermogensbeheer
Netherlands
$33.8M +$277K +2,200 +0.8%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$33.7M -$30.2M -239,886 -47%
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$33.5M +$13.6M +108,561 +69%
MCM
218
Maple Capital Management
Vermont
$33.4M +$10.4K +83 +0%
ProShare Advisors
219
ProShare Advisors
Maryland
$33.4M +$3.32M +26,383 +11%
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.2M -$933K -7,422 -3%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$32.8M +$4.82M +38,348 +17%
HIMC
222
Heritage Investors Management Corp
Maryland
$32.4M -$431K -3,429 -1%
QCM
223
QRG Capital Management
Illinois
$31.9M +$1.26M +10,009 +4%
AAS
224
Annex Advisory Services
Wisconsin
$31.8M -$1.06M -8,405 -3%
GAM
225
Groupama Asset Management
France
$31.6M +$21.5M +170,811 +212%
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