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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 %
WI
601
Wintrust Investments
Illinois
$2.71M -$46.7K -525 -2%
EH
602
Equitable Holdings
New York
$2.71M -$238K -2,527 -8%
AIMCA
603
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.68M -$1.01M -10,725 -27%
BCM
604
Brasada Capital Management
Texas
$2.68M +$31.4K +333 +1%
EIP
605
Epoch Investment Partners
New York
$2.67M -$69.2K -735 -3%
XT
606
XTX Topco
Cayman Islands
$2.66M +$2.66M +28,255 New
BCM
607
Bayesian Capital Management
New York
$2.66M +$2.66M +28,249 New
MHC
608
Meyer Handelman Company
New York
$2.66M -$2.78M -29,564 -51%
CI
609
Capital International
California
$2.63M -$2.15M -22,781 -45%
AF
610
Arrow Financial
New York
$2.62M +$233K +2,474 +10%
BIG
611
Brooklyn Investment Group
New York
$2.62M +$8.98K +96 +0.3%
SFG
612
SevenBridge Financial Group
Pennsylvania
$2.61M +$174K +1,857 +7%
KIA
613
KCM Investment Advisors
California
$2.6M -$122K -1,299 -4%
SF
614
Summit Financial
New Jersey
$2.6M -$25.3K -269 -1%
CANC
615
Culbertson A N & Co
Virginia
$2.57M -$37.7K -400 -1%
LD
616
Lipe & Dalton
New York
$2.56M +$282 +3 +0%
HCA
617
Harbor Capital Advisors
Illinois
$2.55M +$654K +6,945 +34%
CBOR
618
Community Bank of Raymore
Missouri
$2.54M – – –
FCP
619
Fidelis Capital Partners
Florida
$2.5M +$468K +4,971 +23%
MNBTD
620
Moody National Bank Trust Division
Texas
$2.49M -$44K -467 -2%
AC
621
Asio Capital
Kentucky
$2.49M -$8.19K -87 -0.3%
AGC
622
Aspen Grove Capital
Colorado
$2.48M +$86.7K +921 +4%
ATPW
623
Ashton Thomas Private Wealth
Arizona
$2.48M +$63K +669 +3%
NLP
624
Next Level Private
New York
$2.48M +$5.18K +55 +0.2%
NERM
625
New England Research & Management
Illinois
$2.47M +$533K +5,663 +28%
23 24
25
26 27