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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 %
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$5.41M +$1.37M +14,542 +34%
CCM
452
Coldstream Capital Management
Washington
$5.37M -$64K -680 -1%
AAM
453
Aureus Asset Management
Massachusetts
$5.35M +$401K +4,255 +8%
FIA
454
Foundations Investment Advisors
Arizona
$5.33M -$259K -2,752 -5%
GA
455
Geller Advisors
New York
$5.31M +$15.3K +163 +0.3%
FHB
456
First Hawaiian Bank
Hawaii
$5.3M +$127K +1,354 +2%
SF
457
Synovus Financial
Georgia
$5.28M +$193K +2,045 +4%
BSA
458
Braun Stacey Associates
New York
$5.28M -$18.1M -192,278 -77%
AWS
459
Atria Wealth Solutions
New York
$5.28M +$400K +4,244 +8%
QCM
460
Quantinno Capital Management
New York
$5.23M +$1.08M +11,481 +26%
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$5.21M -$81.4K -865 -2%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.19M +$1.14M +12,144 +28%
SA
463
SpiderRock Advisors
Delaware
$5.11M +$5.11M +58,063 New
APG Asset Management
464
APG Asset Management
Netherlands
$5.06M +$828K +9,500 +20%
HNB
465
Huntington National Bank
Ohio
$5.02M +$290K +3,081 +6%
PA
466
Parallel Advisors
California
$5.01M -$26.6K -282 -0.5%
TCA
467
Trifecta Capital Advisors
Illinois
$5M +$154K +1,632 +3%
PWP
468
Private Wealth Partners
California
$4.99M -$1.04M -11,038 -17%
LSWM
469
Lorne Steinberg Wealth Management
Canada
$4.98M +$16.5K +175 +0.3%
VHAM
470
Van Hulzen Asset Management
California
$4.97M +$4.97M +52,771 New
MGP
471
Metis Global Partners
California
$4.92M -$3.67K -39 -0.1%
CIG
472
Consolidated Investment Group
Colorado
$4.86M – – –
MLICM
473
Metropolitan Life Insurance Company (MetLife)
New York
$4.76M -$86K -913 -2%
MYLI
474
Meiji Yasuda Life Insurance
Japan
$4.76M +$584K +6,198 +14%
LFAS
475
Level Four Advisory Services
Texas
$4.73M +$289K +3,101 +7%
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