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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
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 %
MIG
401
McGuire Investment Group
Rhode Island
$7.69M +$123K +1,304 +2%
AG
402
AlTi Global
New York
$7.68M -$2.71M -28,735 -26%
HIMCH
403
Hartford Investment Management Co (HIMCO)
Connecticut
$7.63M -$399K -4,233 -5%
PSP
404
Principal Street Partners
Tennessee
$7.53M +$1.68M +17,703 +29%
Two Sigma Advisers
405
Two Sigma Advisers
New York
$7.52M +$7M +74,300 +1,327%
AMI
406
Amica Mutual Insurance
Rhode Island
$7.49M +$1.25M +13,291 +20%
HC
407
Hourglass Capital
Texas
$7.46M -$28.2K -300 -0.4%
TCBWMS
408
Texas Capital Bank Wealth Management Services
Texas
$7.44M +$1.09M +11,603 +17%
AWM
409
Avitas Wealth Management
California
$7.27M +$103K +1,095 +1%
WPIC
410
White Pine Investment Company
Michigan
$7.23M -$378K -4,018 -5%
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$7.2M -$301K -3,195 -4%
WIA
412
Westbourne Investment Advisors
Maryland
$7.2M +$62.2K +661 +0.9%
FA
413
Fiduciary Alliance
South Carolina
$7.18M -$142K -1,523 -2%
FCI
414
Financial Counselors Inc
Kansas
$7.17M +$5.77M +61,233 +411%
MA
415
Montag & Associates
Georgia
$7.16M -$122K -1,298 -2%
GCA
416
Greenwood Capital Associates
South Carolina
$7.15M +$1.25M +13,243 +21%
BCV
417
Banque Cantonale Vaudoise
Switzerland
$7.14M +$1.72M +18,277 +32%
SPIA
418
Steward Partners Investment Advisory
New York
$7.13M +$1.04M +11,044 +17%
A
419
Allianz
Germany
$7.1M +$7.1M +75,359 New
AAS
420
Avantax Advisory Services
Texas
$7.05M +$180K +1,916 +3%
JWBC
421
J.W. Burns & Co
New York
$7.02M -$316K -3,357 -4%
IIM
422
INTECH Investment Management
Florida
$7.02M -$19.2M -203,951 -73%
DA
423
DCM Advisors
New York
$6.96M -$556K -5,909 -7%
SAM
424
Securian Asset Management
Minnesota
$6.95M -$589K -6,253 -8%
OLA
425
Oliver Luxxe Assets
New Jersey
$6.93M -$9.42K -100 -0.1%
15 16
17
18 19