MORGAN STANLEY

Q4 2024 13F-HR/A Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
5/15/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
7,965
Total value ($000)
$1,427,254,753
Net value change ($000)
+48,186,561 (3.5%)
New positions
425
Sold out positions
376
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2025 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 7,681,489 73.3%
AMZN 6,945,236 23.4%
NVDA 6,914,569 17.3%
AAPL 5,735,711 10.6%
AVGO 5,196,828 42.3%
BLK 4,903,179 NEW
GOOGL 3,203,574 15.7%
ANET 2,282,939 NEW
V 2,192,755 15.9%
IVV 2,038,613 14.2%
Top Reduces (Value $000, Stocks/ETFs)
BLK -4,375,120 -100.0%
UBER -2,040,885 -29.5%
TLT -2,036,612 -53.0%
ANET -1,913,862 -100.0%
LLY -1,795,206 -13.9%
LRCX -1,717,189 -100.0%
AMD -1,272,429 -25.5%
JNJ -968,791 -13.2%
IEFA -942,624 -12.0%
AMGN -939,806 -19.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type