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Morgan Stanley
MS

Overview Fund Activity

1,804 hedge funds and large institutions have $131B invested in Morgan Stanley in 2024 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 732 increasing their positions, 651 reducing their positions, and 106 closing their positions.

Holders
1,804
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
26.24%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
164
Increased
732
Reduced
651
Closed
106
Calls
$3.12B
Puts
$3.57B
Net Calls
-$447M
Net Calls Change
-$184M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.25B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.34B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$755M
4
UBS AM
4
UBS AM
Illinois
$784M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$233M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$6.67M
2
BlackRock
2
BlackRock
New York
$8.2B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.74B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$174M
5
Barclays
5
Barclays
United Kingdom
$521M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$36.6B 377,085,167 – –
State Street
2
State Street
Massachusetts
$10.7B 110,268,763 -1,300,915 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.6B 108,650,157 +214,039 +0.2%
BlackRock
4
BlackRock
New York
$8.2B 84,368,261 -4,851,220 -5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.82B 49,595,731 -683,895 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.74B 38,531,143 -4,370,526 -10%
Capital International Investors
7
Capital International Investors
California
$2.89B 29,690,060 +1,208,990 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.42B 24,971,096 +428,558 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.25B 23,176,614 +5,915,271 +34%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.12B 21,814,109 +1,031,032 +5%
Bank of America
11
Bank of America
North Carolina
$2.04B 21,016,146 -1,717,010 -8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.89B 19,490,842 -337,264 -2%
Norges Bank
13
Norges Bank
Norway
$1.39B 14,346,860 +1,080,005 +8%
Goldman Sachs
14
Goldman Sachs
New York
$1.34B 13,739,561 +3,865,111 +39%
Ameriprise
15
Ameriprise
Minnesota
$1.27B 13,015,331 -281,368 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.25B 12,875,677 +303,654 +2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.23B 12,632,804 -258,801 -2%
Northern Trust
18
Northern Trust
Illinois
$1.16B 11,967,496 +155,478 +1%
Charles Schwab
19
Charles Schwab
California
$1.06B 10,956,373 +82,955 +0.8%
Invesco
20
Invesco
Georgia
$1.05B 10,806,492 -663,651 -6%
UBS Group
21
UBS Group
Switzerland
$968M 9,963,250 +1,191,232 +14%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$873M 8,980,242 -535,578 -6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$859M 8,834,372 +242,896 +3%
Capital Research Global Investors
24
Capital Research Global Investors
California
$841M 8,655,732 -1,662,265 -16%
Legal & General Group
25
Legal & General Group
United Kingdom
$797M 8,203,399 -116,956 -1%
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