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Morgan Stanley
MS

Overview Fund Activity

1,779 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, 682 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.79%
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
682
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
Capital Research Global Investors
California
$972M
4
Morgan Stanley
Morgan Stanley
New York
$563M
5
State Street
State Street
Massachusetts
$10.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
376
Citadel Advisors
Florida
$8.84M -$20.6M -218,555 -70%
BCI
377
Brinker Capital Investments
Pennsylvania
$8.8M -$5.74K -61 -0.1%
OPS
378
Orion Portfolio Solutions
Nebraska
$8.8M -$5.74K -61 -0.1%
LIP
379
Liontrust Investment Partners
United Kingdom
$8.76M -$188K -2,000 -2%
HR
380
Howe & Rusling
New York
$8.75M +$157K +1,669 +2%
N
381
Natixis
France
$8.72M -$72.3M -767,574 -89%
BS
382
Banco Santander
Spain
$8.67M -$132K -1,405 -2%
AAIM
383
American Assets Investment Management
California
$8.66M – – –
CAC
384
Core Alternative Capital
Georgia
$8.53M -$823K -8,736 -9%
CA
385
Cornerstone Advisors
North Carolina
$8.49M -$527K -5,600 -6%
AI
386
Atria Investments
North Carolina
$8.37M +$277K +2,944 +3%
Point72 Asset Management
387
Point72 Asset Management
Connecticut
$8.35M -$19.7M -209,605 -70%
MIF
388
Mediolanum International Funds
Ireland
$8.3M +$8.3M +88,808 New
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$8.26M -$158K -1,761 -2%
CAM
390
Cresset Asset Management
Illinois
$8.19M +$1.47M +15,601 +22%
CAN
391
Cetera Advisor Networks
California
$8.18M -$420K -4,709 -5%
BPC
392
Banque Pictet & Cie
Switzerland
$8.06M -$76K -807 -0.9%
HVIA
393
Hudson Valley Investment Advisors
New York
$8.05M +$1.96M +20,810 +32%
AQR Capital Management
394
AQR Capital Management
Connecticut
$8.03M -$1.71M -18,260 -18%
Pacer Advisors
395
Pacer Advisors
Pennsylvania
$8.02M +$191K +2,025 +2%
LWM
396
Lyell Wealth Management
California
$7.93M +$484K +5,140 +6%
AAM
397
Advisors Asset Management
Colorado
$7.89M -$243K -2,586 -3%
DADC
398
D.A. Davidson & Co
Montana
$7.83M +$556K +5,908 +8%
KA
399
Kintegral Advisory
New York
$7.71M -$24K -255 -0.3%
AG
400
Advocate Group
Minnesota
$7.69M +$783K +8,311 +11%
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