Morgan Stanley
1,872 hedge funds and large institutions have $141B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 764 increasing their positions, 660 reducing their positions, and 108 closing their positions.
62% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 108
16% more repeat investments, than reductions
Existing positions increased: 764 | Existing positions reduced: 660
8% more capital invested
Capital invested by funds: $131B → $141B (+$9.92B)
2% more funds holding
Funds holding: 1,827 → 1,872 (+45)
0.52% more ownership
Funds ownership: 83.1% → 83.62% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
14% less call options, than puts
Call options by funds: $3.28B | Put options by funds: $3.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$644M |
| 2 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$601M |
| 3 |
BlackRock
New York
|
+$444M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$339M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$866M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$741M |
| 3 |
Bank of New York Mellon
New York
|
-$187M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$174M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$125M |
MS Hedge Fund Activity: Q3 2024 in Review
1,872 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2024, worth a combined $141B — up 7.6% from $131B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new MS positions and 108 closed out — a net gain of 67 holders — while 764 added to existing stakes and 660 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $644M. The largest seller was JP Morgan Chase, cutting an estimated $866M.
- 1,872 institutional investors held Morgan Stanley (MS) as of Q3 2024, up from 1,827 in Q2 2024.
- Funds reported $141B of Morgan Stanley stock for Q3 2024, up 7.6% quarter-over-quarter.
- 175 funds opened new Morgan Stanley positions in Q3 2024 and 108 closed out, a net change of +67 holders.
- The largest Morgan Stanley buyer in Q3 2024 was Capital Research Global Investors, an estimated $644M added.
- The largest Morgan Stanley seller in Q3 2024 was JP Morgan Chase, an estimated $866M sold.
Based on aggregated 13F filings for Q3 2024.