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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 %
EOJOAM
476
E. Ohman J:or Asset Management
Sweden
$4.73M +$122K +1,300 +3%
DLCIG
477
D.L. Carlson Investment Group
New Hampshire
$4.72M -$80.1K -851 -2%
AIP
478
Ameritas Investment Partners
Nebraska
$4.67M +$326K +3,458 +7%
GT
479
Glenview Trust
Kentucky
$4.63M -$765K -8,127 -14%
BP
480
Ballentine Partners
Massachusetts
$4.62M +$138K +1,465 +3%
RIM
481
Reliant Investment Management
Tennessee
$4.6M +$4.6M +48,838 New
EF
482
Empirical Finance
Pennsylvania
$4.55M +$144K +1,531 +3%
JWM
483
Jupiter Wealth Management
Colorado
$4.55M +$115K +1,200 +3%
TIAA Trust, National Association
484
TIAA Trust, National Association
North Carolina
$4.54M -$10.6M -113,018 -70%
ERWM
485
Elk River Wealth Management
Colorado
$4.53M -$454K -4,824 -9%
BAMF
486
BI Asset Management Fondsmaeglerselskab
Denmark
$4.52M +$741K +7,869 +20%
IFAM
487
Institutional & Family Asset Management
Colorado
$4.51M -$338K -3,588 -7%
KJHP
488
K.J. Harrison & Partners
Ontario, Canada
$4.5M +$1.21M +12,803 +37%
First Manhattan
489
First Manhattan
New York
$4.49M -$71.1K -755 -2%
JIC
490
Joel Isaacson & Co
New York
$4.49M +$284K +3,021 +7%
TW
491
Trajan Wealth
Arizona
$4.4M +$4.4M +46,709 New
SQA
492
Simon Quick Advisors
New Jersey
$4.37M +$60.7K +645 +1%
CCG
493
Ceeto Capital Group
Florida
$4.37M -$1.28M -13,600 -23%
VI
494
Vestcor Inc
New Brunswick, Canada
$4.32M +$1.84M +19,521 +74%
SW
495
SkyOak Wealth
Michigan
$4.27M +$162K +1,721 +4%
LW
496
Linscomb Wealth
Texas
$4.22M +$259K +2,754 +7%
TIP
497
Torray Investment Partners
Maryland
$4.2M +$4.2M +44,623 New
HWM
498
HB Wealth Management
Georgia
$4.2M +$193K +2,054 +5%
TSS
499
Two Sigma Securities
New York
$4.19M +$4.19M +44,525 New
LM
500
Lincluden Management
Ontario, Canada
$4.18M +$795K +8,448 +23%
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