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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 %
BIG
601
Brooklyn Investment Group
New York
$2.6M +$2.6M +27,906 New
FTDI
602
First Trust Direct Indexing
Massachusetts
$2.59M +$322K +3,451 +14%
UHC
603
Union Heritage Capital
Michigan
$2.59M – – –
CANC
604
Culbertson A N & Co
Virginia
$2.58M +$18.7K +200 +0.7%
FNBOO
605
First National Bank of Omaha
Nebraska
$2.57M -$478K -5,130 -16%
FCBT
606
First Citizens Bank & Trust
North Carolina
$2.57M -$507K -5,433 -16%
AJ
607
Ashburton (Jersey)
Jersey
$2.57M +$161K +1,972 +7%
LD
608
Lipe & Dalton
New York
$2.54M -$2.15K -23 -0.1%
SIC
609
Salem Investment Counselors
North Carolina
$2.54M +$117K +1,259 +5%
CBOR
610
Community Bank of Raymore
Missouri
$2.51M – – –
MNBTD
611
Moody National Bank Trust Division
Texas
$2.51M -$1.46M -15,666 -37%
BFPW
612
BOK Financial Private Wealth
Colorado
$2.5M -$115K -1,230 -4%
VVP
613
Venture Visionary Partners
Ohio
$2.5M +$25.1K +269 +1%
CT
614
Coastline Trust
Rhode Island
$2.49M -$642K -6,881 -20%
AC
615
Asio Capital
Kentucky
$2.47M -$1.21M -12,977 -33%
HF
616
HRT Financial
New York
$2.45M -$28.5M -305,220 -92%
VI
617
Vestcor Inc
New Brunswick, Canada
$2.45M -$26.5K -284 -1%
NLP
618
Next Level Private
New York
$2.45M -$2.05K -22 -0.1%
LI
619
LMCG Investments
Massachusetts
$2.42M -$126K -1,347 -5%
SFG
620
SevenBridge Financial Group
Pennsylvania
$2.42M +$400K +4,285 +20%
PAS
621
Park Avenue Securities
New York
$2.42M +$174K +1,863 +8%
HIC
622
Hartline Investment Corp
Illinois
$2.41M +$26.6K +285 +1%
TCA
623
Transcend Capital Advisors
New Jersey
$2.41M -$8.49K -91 -0.4%
HAIM
624
Hunter Associates Investment Management
Pennsylvania
$2.4M -$31.4K -336 -1%
ATPW
625
Ashton Thomas Private Wealth
Arizona
$2.39M +$12.2K +131 +0.5%
23 24
25
26 27