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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 %
FNT
551
First National Trust
Pennsylvania
$3.24M +$71.5K +767 +2%
ICA
552
Infrastructure Capital Advisors
New York
$3.22M +$2.92M +31,312 +963%
MMC
553
Mizuho Markets Cayman
Cayman Islands
$3.18M -$5.07M -54,382 -61%
LSAG
554
Lake Street Advisors Group
New Hampshire
$3.16M -$66.3K -711 -2%
SCP
555
Shorepoint Capital Partners
Massachusetts
$3.14M +$321K +3,439 +11%
OAM
556
Occidental Asset Management
California
$3.14M +$53.2K +571 +2%
KFP
557
KMG Fiduciary Partners
Ohio
$3.12M +$138K +1,477 +5%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$3.11M -$251K -2,691 -7%
BRWA
559
B. Riley Wealth Advisors
Florida
$3.1M +$426K +4,564 +16%
BC
560
Bartlett & Co
Ohio
$3.08M +$19.9K +213 +0.7%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$3.08M +$19.9K +213 +0.7%
IAN
562
Integrated Advisors Network
Texas
$3.06M -$3.27M -35,081 -52%
GWM
563
Geneos Wealth Management
Colorado
$3.05M -$44.3K -475 -1%
EF
564
Empowered Funds
Pennsylvania
$3.05M +$125K +1,336 +4%
RJT
565
Raymond James Trust
Florida
$3.05M -$535K -5,733 -15%
FI
566
FJ Investments
Utah
$3.05M +$3.05M +32,693 New
PWMG
567
Pinnacle Wealth Management Group
Michigan
$3.03M -$131K -1,400 -4%
CTI
568
Community Trust & Investment
Kentucky
$2.99M -$24.6K -264 -0.8%
RWM
569
Ritholtz Wealth Management
New York
$2.98M -$18K -193 -0.6%
IWC
570
Integrated Wealth Concepts
Massachusetts
$2.97M +$13.7K +147 +0.5%
ECM
571
Everence Capital Management
Indiana
$2.96M – – –
RPSA
572
Richard P. Slaughter Associates
Texas
$2.96M +$86.3K +926 +3%
ASN
573
Advisory Services Network
Georgia
$2.94M +$27K +289 +0.9%
EH
574
Equitable Holdings
New York
$2.92M +$258K +2,762 +10%
CAM
575
Carret Asset Management
New York
$2.91M -$16.8K -180 -0.6%
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