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Morgan Stanley
MS

Overview Fund Activity

1,778 hedge funds and large institutions have $127B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 696 increasing their positions, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
168
Increased
696
Reduced
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
2
Capital International Investors
California
$2.68B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$286M
5
Barclays
5
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
226
Bornite Capital Management
New York
$23.5M 250,000 +250,000 New
II
227
IFM Investors
Australia
$23.4M 249,002 -2,351 -0.9%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$23.3M 237,046 -43,881 -16%
MML Investors Services
229
MML Investors Services
Massachusetts
$23M 243,929 +22,791 +10%
ProShare Advisors
230
ProShare Advisors
Maryland
$22.9M 242,711 -18,232 -7%
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.6M 240,428 -24,575 -9%
Ninety One (UK)
232
Ninety One (UK)
United Kingdom
$22.5M 238,947 -8,008 -3%
CGPCS
233
Capital Group Private Client Services
California
$22.5M 238,839 +165,204 +224%
VWM
234
Valley Wealth Managers
New Jersey
$22.5M 238,584 -4,425 -2%
AAS
235
Annex Advisory Services
Wisconsin
$22.5M 238,497 +25,575 +12%
Two Sigma Investments
236
Two Sigma Investments
New York
$22.3M 237,347 +237,347 New
CIS
237
Connors Investor Services
Pennsylvania
$22.2M 235,830 +608 +0.3%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$21.8M 231,561 +15,159 +7%
Cerity Partners
239
Cerity Partners
New York
$21.7M 230,294 +73,783 +47%
BIAS
240
Beacon Investment Advisory Services
New Jersey
$21.6M 229,645 +3,806 +2%
O
241
Ossiam
France
$21.6M 229,007 -139,103 -38%
CRC
242
Curi RMB Capital
Illinois
$21.5M 228,243 +135 +0.1%
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$21.5M 244,126 +15,129 +7%
BBVA
244
Banco Bilbao Vizcaya Argentaria
Spain
$21.4M 229,079 -237,995 -51%
AssetMark Inc
245
AssetMark Inc
California
$21.4M 227,242 +11,694 +5%
ECG
246
Edge Capital Group
Georgia
$21.1M 224,451 +13,186 +6%
AHB
247
Abner Herrman & Brock
New Jersey
$21.1M 224,219 +43,115 +24%
QCM
248
QRG Capital Management
Illinois
$21.1M 224,109 -21,918 -9%
CIP
249
Chartwell Investment Partners
Pennsylvania
$20.9M 221,706 +1,744 +0.8%
CNB
250
Czech National Bank
Czech Republic
$20.8M 220,453 -933 -0.4%
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