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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
+$419M
2
Capital International Investors
Capital International Investors
California
+$375M
3
Norges Bank
Norges Bank
Norway
+$282M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$234M
5
Barclays
Barclays
United Kingdom
+$195M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$979M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$910M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$642M
4
Morgan Stanley
Morgan Stanley
New York
-$535M
5
State Street
State Street
Massachusetts
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
576
S&CO Inc
Massachusetts
$3.11M +$1.8M +19,123 +137%
UHC
577
Union Heritage Capital
Michigan
$3.09M +$477K +5,067 +18%
RJT
578
Raymond James Trust
Florida
$3.08M +$471 +5 +0%
PWMG
579
Pinnacle Wealth Management Group
Michigan
$3.08M +$15K +159 +0.5%
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$3.06M -$76.9K -817 -2%
FCBT
581
First Citizens Bank & Trust
North Carolina
$3.06M +$461K +4,896 +18%
CAM
582
Carret Asset Management
New York
$3.06M +$113K +1,200 +4%
PCIA
583
Prime Capital Investment Advisors
Kansas
$3.05M +$245K +2,600 +9%
Verition Fund Management
584
Verition Fund Management
Connecticut
$3.03M -$1.48M -15,733 -33%
SC
585
Savant Capital
Illinois
$3.01M +$158K +1,681 +6%
FTDI
586
First Trust Direct Indexing
Massachusetts
$3M +$385K +4,085 +15%
NIM
587
NEOS Investment Management
Connecticut
$2.99M +$1.3M +13,793 +77%
PAM
588
Palisade Asset Management
Minnesota
$2.93M -$9.42K -100 -0.3%
ASN
589
Advisory Services Network
Georgia
$2.93M -$43.6K -463 -1%
GT
590
Greenleaf Trust
Michigan
$2.9M +$129K +1,369 +5%
RPSA
591
Richard P. Slaughter Associates
Texas
$2.89M -$100K -1,062 -3%
BCWM
592
Bartlett & Co Wealth Management
Ohio
$2.87M -$227K -2,410 -7%
DCM
593
Dimension Capital Management
Florida
$2.86M -$57.4K -610 -2%
TMAM
594
Tokio Marine Asset Management
Japan
$2.85M +$217K +2,306 +8%
AWM
595
Apollon Wealth Management
South Carolina
$2.83M +$423K +4,488 +18%
GFA
596
Gifford Fong Associates
California
$2.83M – – –
SI
597
Stephens Inc
Arkansas
$2.82M -$6.1M -64,806 -68%
AWM
598
Axxcess Wealth Management
California
$2.79M -$14.9K -158 -0.5%
SIC
599
Salem Investment Counselors
North Carolina
$2.77M +$210K +2,234 +8%
VNIM
600
Vaughan Nelson Investment Management
Texas
$2.73M – – –
22 23
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