MS icon

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 %
PAM
576
Palisade Asset Management
Minnesota
$2.91M +$1.87K +20 +0.1%
DCM
577
Dimension Capital Management
Florida
$2.89M +$2.45M +26,270 +555%
SSG
578
Summit Securities Group
New York
$2.89M +$2.89M +31,000 New
SWP
579
Stratos Wealth Partners
Ohio
$2.84M +$98.1K +1,052 +4%
JWM
580
Jackson Wealth Management
Florida
$2.84M -$1.26M -13,481 -31%
CLOS
581
Compagnie Lombard Odier SCmA
Switzerland
$2.83M +$2.8M +30,000 +8,000%
SC
582
Savant Capital
Illinois
$2.83M +$257K +2,756 +10%
MA
583
Mutual Advisors
Nebraska
$2.83M +$578K +6,196 +26%
GFA
584
Gifford Fong Associates
California
$2.8M – – –
PCIA
585
Prime Capital Investment Advisors
Kansas
$2.77M -$4.64M -49,726 -63%
AWM
586
Axxcess Wealth Management
California
$2.77M -$969K -10,390 -26%
GT
587
Greenleaf Trust
Michigan
$2.74M -$790K -8,470 -22%
SWS
588
SYSTM Wealth Solutions
Illinois
$2.74M +$16.4K +176 +0.6%
WI
589
Wintrust Investments
Illinois
$2.73M +$21.2K +240 +0.8%
EIP
590
Epoch Investment Partners
New York
$2.71M -$39.2M -420,587 -94%
VNIM
591
Vaughan Nelson Investment Management
Texas
$2.71M -$496K -5,315 -15%
CW
592
Connectus Wealth
Ohio
$2.71M -$139K -1,489 -5%
KIA
593
KCM Investment Advisors
California
$2.7M -$169K -1,817 -6%
UOTTAIMCU
594
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.68M +$2.68M +28,732 New
WG
595
Winton Group
United Kingdom
$2.68M +$2.68M +28,710 New
1IA
596
1834 Investment Advisors
Wisconsin
$2.64M -$2.37M -25,428 -47%
BCM
597
Brasada Capital Management
Texas
$2.62M +$545K +5,841 +26%
VanEck Associates
598
VanEck Associates
New York
$2.62M +$85.1K +913 +3%
TMAM
599
Tokio Marine Asset Management
Japan
$2.6M +$121K +1,299 +5%
SF
600
Summit Financial
New Jersey
$2.6M -$2.1M -22,527 -45%
22 23
24
25 26