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Morgan Stanley
MS

1,757 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 601 increasing their positions, 713 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 122

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

14% more capital invested

Capital invested by funds: $113B → $129B (+$16.1B)

14% more call options, than puts

Call options by funds: $4.5B | Put options by funds: $3.95B

6% more funds holding

Funds holding: 1,664 → 1,757 (+93)

0.93% more ownership

Funds ownership: 83.24% → 84.17% (+0.93%)

16% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 713

Holders
1,757
Holders Change
+93
Holders Change %
+5.59%
% of All Funds
25.61%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
245
Increased
601
Reduced
713
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$440M
5
Invesco
Invesco
Georgia
+$328M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$623M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
4
DZ Bank
DZ Bank
Germany
-$373M
5
Franklin Resources
Franklin Resources
California
-$249M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
626
Hunter Associates Investment Management
Pennsylvania
$2.4M -$26.9K -336 -1%
ATPW
627
Ashton Thomas Private Wealth
Arizona
$2.39M +$10.5K +131 +0.5%
HB
628
HTLF Bank
Colorado
$2.39M +$2.05M +25,605 New
AWM
629
Apollon Wealth Management
South Carolina
$2.39M +$270K +3,376 +15%
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$2.38M -$890K -11,127 -30%
SP
631
Symmetry Partners
Connecticut
$2.38M -$307K -3,841 -13%
HWA
632
HCR Wealth Advisors
California
$2.38M +$427K +5,338 +26%
WSTAM
633
Wilbanks Smith & Thomas Asset Management
Virginia
$2.38M -$892K -11,152 -30%
CWP
634
Cyndeo Wealth Partners
Florida
$2.37M +$563K +7,037 +38%
AGC
635
Aspen Grove Capital
Colorado
$2.37M -$871K -10,891 -30%
BIP
636
Bouvel Investment Partners
Pennsylvania
$2.37M +$880 +11 +0%
AF
637
Arrow Financial
New York
$2.37M +$242K +3,027 +14%
GAM
638
Gotham Asset Management
New York
$2.36M +$776K +9,706 +62%
NIM
639
Northeast Investment Management
Massachusetts
$2.35M -$166K -2,070 -8%
NAAA
640
New Age Alpha Advisors
New York
$2.33M +$2M +25,000 New
FSA
641
Franklin Street Advisors
North Carolina
$2.33M – – –
CB
642
Community Bank
New York
$2.32M +$202K +2,523 +11%
TYCC
643
Texas Yale Capital Corp
Florida
$2.32M -$62.4K -780 -3%
GWM
644
Greenwich Wealth Management
Connecticut
$2.28M – – –
GF
645
Gries Financial
Ohio
$2.28M -$10.8K -135 -0.5%
LA
646
LM Advisors
California
$2.25M +$1.93M +24,081 New
WWM
647
Wolff Wiese Magana
California
$2.2M +$378K +4,724 +25%
TH
648
TCTC Holdings
Texas
$2.2M +$28.8K +360 +2%
ACP
649
Arcus Capital Partners
Georgia
$2.19M – – –
CRM
650
Cramer Rosenthal McGlynn
Connecticut
$2.18M -$46.8K -585 -2%
24 25
26
27 28

MS Hedge Fund Activity: Q4 2023 in Review

1,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $129B — up 14% from $113B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new MS positions and 122 closed out — a net gain of 123 holders — while 601 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.

  • 1,757 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
  • Funds reported $129B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
  • 245 funds opened new Morgan Stanley positions in Q4 2023 and 122 closed out, a net change of +123 holders.
  • The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
  • The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.

Based on aggregated 13F filings for Q4 2023.