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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.

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
Norges Bank
1
Norges Bank
Norway
$1.91B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.74B
3
BlackRock
3
BlackRock
New York
$12B
4
Citadel Advisors
4
Citadel Advisors
Florida
$423M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.21B

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 Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$47.4B 377,085,167 – –
State Street
2
State Street
Massachusetts
$14B 111,280,579 +1,001,230 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8B 110,132,798 +696,646 +0.6%
BlackRock
4
BlackRock
New York
$12B 95,086,325 +6,304,254 +7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.16B 41,029,456 +35,555 +0.1%
Capital International Investors
6
Capital International Investors
California
$3.77B 29,984,620 -33,011 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.24B 25,844,753 +604,024 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.21B 25,561,560 +2,725,335 +12%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.87B 22,833,937 +428,956 +2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$2.74B 21,794,873 +6,744,333 +45%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.63B 20,895,984 -10,275,782 -33%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$2.46B 19,581 +1,709 +10%
Bank of America
13
Bank of America
North Carolina
$2.36B 18,810,288 -2,017,707 -10%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$2.12B 16,879,506 -2,289,863 -12%
Norges Bank
15
Norges Bank
Norway
$1.91B 15,194,081 +15,194,081 New
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.77B 14,112,508 +1,890,245 +15%
Goldman Sachs
17
Goldman Sachs
New York
$1.76B 13,967,394 -998,176 -7%
Northern Trust
18
Northern Trust
Illinois
$1.69B 13,403,197 +2,233,589 +20%
Ameriprise
19
Ameriprise
Minnesota
$1.62B 12,844,090 -267,728 -2%
Charles Schwab
20
Charles Schwab
California
$1.39B 11,019,694 +47,699 +0.4%
UBS Group
21
UBS Group
Switzerland
$1.38B 10,967,351 +535,973 +5%
UBS AM
22
UBS AM
Illinois
$1.16B 9,210,293 +756,116 +9%
Invesco
23
Invesco
Georgia
$1.12B 8,893,909 -1,462,965 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.09B 8,684,616 +1,136,769 +15%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.01B 8,040,164 -209,212 -3%
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