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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 %
IIM
401
Intact Investment Management
Quebec, Canada
$7.53M – – –
TC
402
Telemus Capital
Michigan
$7.5M +$1.49M +16,002 +25%
MIG
403
McGuire Investment Group
Rhode Island
$7.49M -$150K -1,613 -2%
SAM
404
Securian Asset Management
Minnesota
$7.46M -$1.07M -11,516 -13%
Hudson Bay Capital Management
405
Hudson Bay Capital Management
Connecticut
$7.46M +$7.46M +80,000 New
DA
406
DCM Advisors
New York
$7.45M – – –
Allspring Global Investments
407
Allspring Global Investments
North Carolina
$7.43M -$1.83M -19,579 -20%
HC
408
Hourglass Capital
Texas
$7.42M +$92.3K +990 +1%
LWM
409
Lyell Wealth Management
California
$7.38M +$538K +5,772 +8%
FA
410
Fiduciary Alliance
South Carolina
$7.3M -$804K -8,622 -10%
AWM
411
AE Wealth Management
Kansas
$7.3M +$243K +2,773 +3%
JWBC
412
J.W. Burns & Co
New York
$7.27M -$117K -1,259 -2%
MA
413
Montag & Associates
Georgia
$7.21M +$49.4K +530 +0.7%
DADC
414
D.A. Davidson & Co
Montana
$7.2M +$23.8K +255 +0.3%
VPIM
415
Vanguard Personalized Indexing Management
California
$7.19M -$2.68M -28,759 -27%
KOCAA
416
Knights of Columbus Asset Advisors
Connecticut
$7.19M +$92.1K +988 +1%
LSERS
417
Louisiana State Employees Retirement System
Louisiana
$7.12M -$252K -2,700 -3%
AWM
418
Avitas Wealth Management
California
$7.1M +$248K +2,664 +4%
WIA
419
Westbourne Investment Advisors
Maryland
$7.07M +$45.3K +486 +0.6%
OLA
420
Oliver Luxxe Assets
New Jersey
$6.87M +$58.7K +629 +0.9%
CGPCS
421
Capital Group Private Client Services
California
$6.87M -$3.2M -34,332 -32%
AG
422
Advocate Group
Minnesota
$6.84M -$148K -1,591 -2%
AAS
423
Avantax Advisory Services
Texas
$6.8M +$629K +6,745 +10%
BA
424
Baugh & Associates
Georgia
$6.78M +$109K +1,167 +2%
CAM
425
Cresset Asset Management
Illinois
$6.65M -$499K -5,354 -7%
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