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Morgan Stanley
MS

Overview Fund Activity

1,744 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 596 increasing their positions, 710 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.56%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
243
Increased
596
Reduced
710
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$674M
2
Morgan Stanley
Morgan Stanley
New York
+$545M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$525M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$513M
5
Invesco
Invesco
Georgia
+$383M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$726M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$592M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$580M
4
DZ Bank
DZ Bank
Germany
-$435M
5
Franklin Resources
Franklin Resources
California
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
326
Meitav Investment House
Israel
$12.2M -$14.4M -154,471 -54%
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$12.2M +$1.12K +12 +0%
VFM
328
Viking Fund Management
North Dakota
$12.1M +$2.81M +30,150 +30%
Eagle Capital Management (New York)
329
Eagle Capital Management (New York)
New York
$12M -$5.89M -63,142 -33%
GW
330
GW & Wade
Massachusetts
$11.9M -$904K -9,697 -7%
EIP
331
Easterly Investment Partners
Massachusetts
$11.8M +$297K +3,185 +3%
ZCM
332
Zenyatta Capital Management
Delaware
$11.7M +$5.6M +60,000 +92%
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$11.6M +$614K +6,277 +6%
FAM
334
Fred Alger Management
New York
$11.4M +$821K +8,809 +8%
GIM
335
Grassi Investment Management
California
$11.3M +$18.7K +200 +0.2%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$11.2M +$746K +7,997 +7%
PCH
337
Polar Capital Holdings
United Kingdom
$11.1M -$764K -8,188 -6%
AIM
338
Achmea Investment Management
Netherlands
$10.8M -$5.53M -59,265 -34%
NA
339
NewEdge Advisors
Louisiana
$10.7M -$29.5M -322,915 -73%
EDRH
340
Edmond de Rothschild Holding
Switzerland
$10.6M -$392K -4,207 -4%
CII
341
Capital International Inc
California
$10.6M +$1.84M +19,748 +21%
SAM
342
Socorro Asset Management
Texas
$10.5M +$1.05M +11,277 +11%
DCM
343
Dupont Capital Management
Delaware
$10.5M -$273K -2,930 -3%
KPWS
344
Kestra Private Wealth Services
Texas
$10.4M +$1.86M +19,944 +22%
CA
345
Cullinan Associates
Kentucky
$10.4M -$6.11M -65,498 -37%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$10.3M +$120K +1,291 +1%
WB
347
WesBanco Bank
West Virginia
$10.3M -$3.69M -39,529 -26%
Winslow Capital Management
348
Winslow Capital Management
Minnesota
$10.3M -$2.84M -30,429 -22%
AG
349
AlTi Global
New York
$10.3M +$10.3M +110,264 New
LA
350
LBP AM
France
$10.3M -$4.6M -49,315 -31%
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