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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 %
GWM
551
Geneos Wealth Management
Colorado
$3.31M +$226K +2,403 +7%
LSAG
552
Lake Street Advisors Group
New Hampshire
$3.3M +$115K +1,222 +4%
Arrowstreet Capital
553
Arrowstreet Capital
Massachusetts
$3.3M -$88.3M -937,887 -96%
SWM
554
Sculati Wealth Management
Michigan
$3.3M -$132K -1,402 -4%
ZCM
555
Zenyatta Capital Management
Delaware
$3.3M -$8.47M -90,000 -72%
EF
556
Empowered Funds
Pennsylvania
$3.29M +$214K +2,278 +7%
SFI
557
Siemens Fonds Invest
Germany
$3.29M -$56.3K -598 -2%
RCM
558
RNC Capital Management
California
$3.26M -$481K -5,109 -13%
CTI
559
Community Trust & Investment
Kentucky
$3.26M +$244K +2,592 +8%
VanEck Associates
560
VanEck Associates
New York
$3.24M +$600K +6,370 +23%
SCM
561
Shelton Capital Management
Colorado
$3.23M -$9.9M -105,099 -75%
SCP
562
Shorepoint Capital Partners
Massachusetts
$3.22M +$49.5K +526 +2%
CLOS
563
Compagnie Lombard Odier SCmA
Switzerland
$3.21M +$353K +3,750 +12%
IWC
564
Integrated Wealth Concepts
Massachusetts
$3.2M +$206K +2,185 +7%
NS
565
NBC Securities
Alabama
$3.2M +$2.7M +28,673 +542%
P
566
Pitcairn
Pennsylvania
$3.19M -$364K -3,870 -10%
MMC
567
Mizuho Markets Cayman
Cayman Islands
$3.18M – – –
CIS
568
Capital International Sarl
California
$3.17M -$2.09M -22,217 -40%
AG
569
AIA Group
Hong Kong
$3.16M +$1.55M +16,507 +97%
RIM
570
Rakuten Investment Management
Japan
$3.15M +$2.86M +30,389 +977%
SWS
571
SYSTM Wealth Solutions
Illinois
$3.15M +$387K +4,107 +14%
DIA
572
Dana Investment Advisors
Wisconsin
$3.15M -$409K -4,348 -12%
HWAM
573
Hennion & Walsh Asset Management
New Jersey
$3.12M -$629K -6,679 -17%
BPA
574
Beacon Pointe Advisors
California
$3.12M -$2.24M -23,810 -42%
RWM
575
Ritholtz Wealth Management
New York
$3.12M +$102K +1,088 +3%
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