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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 %
HAG
526
HighPoint Advisor Group
Illinois
$3.7M +$69.9K +709 +2%
FAP
527
Financial Advisory Partners
Florida
$3.69M +$3.69M +39,221 New
GIA
528
Gladstone Institutional Advisory
Florida
$3.67M -$1.61M -17,099 -30%
GI
529
GLOBALT Investments
Georgia
$3.64M -$57.3K -609 -2%
VIM
530
Vinva Investment Management
Australia
$3.61M +$266K +2,822 +8%
VC
531
Vestor Capital
Illinois
$3.61M -$102K -1,085 -3%
UCFA
532
United Capital Financial Advisors
Texas
$3.6M -$74.7K -793 -2%
ICA
533
Infrastructure Capital Advisors
New York
$3.6M +$343K +3,644 +11%
CHC
534
City Holding Co
West Virginia
$3.54M +$22.7K +241 +0.6%
CSPIA
535
Cary Street Partners Investment Advisory
Virginia
$3.54M +$2.07M +22,030 +141%
Lazard Asset Management
536
Lazard Asset Management
New York
$3.5M -$401K -4,265 -10%
PP
537
Patten & Patten
Tennessee
$3.47M +$9.51K +101 +0.3%
IAA
538
Independent Advisor Alliance
North Carolina
$3.47M -$20.9K -222 -0.6%
MIM
539
Morningstar Investment Management
Illinois
$3.45M – – –
LOAMS
540
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.41M +$2.13M +22,585 +165%
AHC
541
Adell Harriman & Carpenter
Texas
$3.41M -$500K -5,312 -13%
AIMC
542
Alley Investment Management Company
Illinois
$3.39M – – –
SIG
543
Stonegate Investment Group
Alabama
$3.39M -$126K -1,335 -4%
OAM
544
Occidental Asset Management
California
$3.39M +$220K +2,337 +7%
FNT
545
First National Trust
Pennsylvania
$3.37M +$102K +1,085 +3%
SCA
546
Sandy Cove Advisors
Massachusetts
$3.34M -$1.7M -18,075 -34%
WANY
547
Wealthspire Advisors (New York)
New York
$3.32M -$171K -1,813 -5%
CNBT
548
Canandaigua National Bank & Trust
New York
$3.32M -$979K -10,400 -23%
CA
549
Cullinan Associates
Kentucky
$3.32M -$7.2M -76,499 -68%
KFP
550
KMG Fiduciary Partners
Ohio
$3.32M +$161K +1,711 +5%
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