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Morgan Stanley
MS

Overview Fund Activity

1,849 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, 751 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,849
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
176
Increased
751
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
1
Capital Research Global Investors
California
$1.57B
2
AIM
2
Alphinity Investment Management
Australia
$622M
3
BlackRock
3
BlackRock
New York
$9.25B
4
Franklin Resources
4
Franklin Resources
California
$881M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$167M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.27B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.25B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.15B
5
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$39.3B 377,085,167 – –
State Street
2
State Street
Massachusetts
$11.5B 110,279,349 +10,586 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.4B 109,436,152 +785,995 +0.7%
BlackRock
4
BlackRock
New York
$9.25B 88,782,071 +4,413,810 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.27B 40,993,901 -8,601,830 -17%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.25B 31,171,766 -7,359,377 -19%
Capital International Investors
7
Capital International Investors
California
$3.13B 30,017,631 +327,571 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.62B 25,240,729 +269,633 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.38B 22,836,225 -340,389 -1%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.34B 22,404,981 +590,872 +3%
Bank of America
11
Bank of America
North Carolina
$2.17B 20,827,995 -188,151 -0.9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$2B 19,169,369 -321,473 -2%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.57B 15,050,540 +6,394,808 +74%
Goldman Sachs
14
Goldman Sachs
New York
$1.56B 14,965,570 +1,226,009 +9%
Ameriprise
15
Ameriprise
Minnesota
$1.37B 13,111,818 +96,487 +0.7%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.27B 12,222,263 -410,541 -3%
Northern Trust
17
Northern Trust
Illinois
$1.16B 11,169,608 -797,888 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.15B 11,019,072 -1,856,605 -14%
Charles Schwab
19
Charles Schwab
California
$1.14B 10,971,995 +15,622 +0.1%
UBS Group
20
UBS Group
Switzerland
$1.09B 10,431,378 +468,128 +5%
Invesco
21
Invesco
Georgia
$1.08B 10,356,874 -449,618 -4%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$923M 8,859,140 -121,102 -1%
Franklin Resources
23
Franklin Resources
California
$881M 7,850,848 +3,369,520 +75%
UBS AM
24
UBS AM
Illinois
$881M 8,454,177 +385,780 +5%
Legal & General Group
25
Legal & General Group
United Kingdom
$860M 8,249,376 +45,977 +0.6%
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