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 %
HB
626
HTLF Bank
Colorado
$2.39M +$2.39M +25,605 New
AWM
627
Apollon Wealth Management
South Carolina
$2.39M +$315K +3,376 +15%
Loomis, Sayles & Company
628
Loomis, Sayles & Company
Massachusetts
$2.39M -$1.04M -11,127 -30%
SP
629
Symmetry Partners
Connecticut
$2.38M -$360K -3,841 -13%
HWA
630
HCR Wealth Advisors
California
$2.38M +$498K +5,338 +26%
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$2.38M -$1.04M -11,152 -30%
CWP
632
Cyndeo Wealth Partners
Florida
$2.37M +$656K +7,037 +38%
AGC
633
Aspen Grove Capital
Colorado
$2.37M -$1.01M -10,891 -30%
BIP
634
Bouvel Investment Partners
Pennsylvania
$2.37M +$1.03K +11 +0%
AF
635
Arrow Financial
New York
$2.37M +$282K +3,027 +14%
GAM
636
Gotham Asset Management
New York
$2.36M +$905K +9,706 +62%
NIM
637
Northeast Investment Management
Massachusetts
$2.35M -$193K -2,070 -8%
NAAA
638
New Age Alpha Advisors
New York
$2.33M +$2.33M +25,000 New
FSA
639
Franklin Street Advisors
North Carolina
$2.33M – – –
CB
640
Community Bank
New York
$2.32M +$235K +2,523 +11%
TYCC
641
Texas Yale Capital Corp
Florida
$2.32M -$72.7K -780 -3%
GWM
642
Greenwich Wealth Management
Connecticut
$2.28M – – –
GF
643
Gries Financial
Ohio
$2.28M -$12.6K -135 -0.5%
LA
644
LM Advisors
California
$2.25M +$2.25M +24,081 New
WWM
645
Wolff Wiese Magana
California
$2.2M +$441K +4,724 +25%
TH
646
TCTC Holdings
Texas
$2.2M +$33.6K +360 +2%
ACP
647
Arcus Capital Partners
Georgia
$2.19M – – –
CRM
648
Cramer Rosenthal McGlynn
Connecticut
$2.18M -$54.6K -585 -2%
GAM
649
Griffin Asset Management
New York
$2.16M +$88.5K +949 +4%
FB
650
Fulton Bank
Pennsylvania
$2.16M +$196K +2,103 +10%
24 25
26
27 28