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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 %
SQA
501
Simon Quick Advisors
New Jersey
$4.27M -$64.7K -694 -1%
CNBT
502
Canandaigua National Bank & Trust
New York
$4.26M -$240K -2,571 -5%
CTC
503
Central Trust Company
Missouri
$4.25M +$149K +1,597 +4%
NB
504
Norinchukin Bank
Japan
$4.22M -$565K -6,063 -12%
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.2M +$140K +1,502 +3%
JIC
506
Joel Isaacson & Co
New York
$4.16M +$18.5K +198 +0.4%
MYLI
507
Meiji Yasuda Life Insurance
Japan
$4.13M +$430K +4,616 +12%
QCM
508
Quantinno Capital Management
New York
$4.11M -$307K -3,293 -7%
APG Asset Management
509
APG Asset Management
Netherlands
$4.09M -$4.21M -49,902 -51%
SW
510
SkyOak Wealth
Michigan
$4.07M -$47.8K -513 -1%
HCMT
511
Highland Capital Management (Tennessee)
Tennessee
$4.07M +$39.2K +420 +1%
PWMAG
512
Pinnacle Wealth Management Advisory Group
New Jersey
$4.06M -$551K -5,905 -12%
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$4.05M +$493K +5,288 +14%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.01M -$887K -9,514 -18%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$4M -$145K -1,552 -3%
HWM
516
HB Wealth Management
Georgia
$3.96M +$245K +2,627 +7%
LW
517
Linscomb Wealth
Texas
$3.92M -$101K -1,086 -3%
SYBT
518
Stock Yards Bank & Trust
Kentucky
$3.88M -$115K -1,237 -3%
AHC
519
Adell Harriman & Carpenter
Texas
$3.87M -$249K -2,675 -6%
Lazard Asset Management
520
Lazard Asset Management
New York
$3.86M +$44.5K +477 +1%
EW
521
Evexia Wealth
Wisconsin
$3.83M +$79.3K +909 +2%
RAM
522
Roanoke Asset Management
New Jersey
$3.83M -$21.9K -235 -0.6%
SIA
523
Sit Investment Associates
Minnesota
$3.81M -$3.86M -41,405 -50%
MFA
524
Mayflower Financial Advisors
Massachusetts
$3.8M -$171K -1,839 -4%
BAMF
525
BI Asset Management Fondsmaeglerselskab
Denmark
$3.75M -$3.72M -39,871 -50%
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