MS icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$15.1M -$458K -4,869 -3%
EIP
302
Easterly Investment Partners
Massachusetts
$14.8M +$2.88M +30,593 +24%
GT
303
Glenmede Trust
Pennsylvania
$14.8M -$448K -4,754 -3%
PAI
304
Pittenger & Anderson Inc
Nebraska
$14.7M -$12.2K -130 -0.1%
JCM
305
Janney Capital Management
Pennsylvania
$14.7M +$14.4M +152,948 +5,033%
BNP Paribas Asset Management
306
BNP Paribas Asset Management
France
$14.6M -$696K -7,392 -5%
FNBT
307
FineMark National Bank & Trust
Florida
$14.6M +$234K +2,481 +2%
PP
308
Prudential plc
United Kingdom
$14.5M +$6.57M +69,808 +82%
SC
309
Scotia Capital
Ontario, Canada
$14.2M +$238K +2,532 +2%
TCM
310
Telos Capital Management
California
$14.1M +$763K +8,099 +6%
SOADOR
311
State of Alaska Department of Revenue
Alaska
$14M -$456K -4,840 -3%
WB
312
WesBanco Bank
West Virginia
$14M +$3.64M +38,684 +35%
BCIM
313
British Columbia Investment Management
British Columbia, Canada
$13.9M +$416K +4,416 +3%
ATC
314
Argent Trust Co
Tennessee
$13.6M -$155K -1,645 -1%
NAM
315
Nissay Asset Management
Japan
$13.4M -$231K -2,456 -2%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$601K -6,387 -4%
GWM
317
Greenwich Wealth Management
Connecticut
$13.1M +$10.8M +115,098 +470%
CII
318
Capital International Inc
California
$13M +$2.39M +25,344 +22%
FAM
319
Fred Alger Management
New York
$13M +$1.47M +15,600 +13%
CWM
320
Calamos Wealth Management
Illinois
$12.8M -$23.6K -251 -0.2%
Focus Partners Wealth
321
Focus Partners Wealth
Massachusetts
$12.8M +$12.2M +129,842 +1,990%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$12.8M +$451K +4,790 +4%
TI
323
Trexquant Investment
Connecticut
$12.7M +$12.7M +134,875 New
OC
324
Oppenheimer & Co
New York
$12.3M -$1.66M -17,663 -12%
VFM
325
Viking Fund Management
North Dakota
$12.3M – – –
11 12
13
14 15