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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 %
SWP
626
Stratos Wealth Partners
Ohio
$2.46M -$414K -4,400 -14%
AP
627
Americana Partners
Texas
$2.45M +$1.3M +13,755 +112%
Capstone Investment Advisors
628
Capstone Investment Advisors
New York
$2.44M +$950K +10,094 +64%
BIP
629
Bouvel Investment Partners
Pennsylvania
$2.44M +$44.7K +475 +2%
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$2.43M +$20K +212 +0.8%
HB
631
HTLF Bank
Colorado
$2.41M +$3.67K +39 +0.2%
GF
632
Gries Financial
Ohio
$2.41M +$109K +1,154 +5%
HAIM
633
Hunter Associates Investment Management
Pennsylvania
$2.4M -$14.7K -156 -0.6%
GAM
634
Gotham Asset Management
New York
$2.4M +$21.8K +232 +0.9%
IAIM
635
International Assets Investment Management
Florida
$2.4M +$2.4M +908,398 New
BIM
636
Baldwin Investment Management
Pennsylvania
$2.39M +$370K +3,930 +18%
TCA
637
Transcend Capital Advisors
New Jersey
$2.39M -$41.9K -445 -2%
HWA
638
HCR Wealth Advisors
California
$2.39M -$15.3K -163 -0.6%
CRA
639
Clear Rock Advisors
Texas
$2.37M +$32.5K +345 +1%
LI
640
LMCG Investments
Massachusetts
$2.36M -$84.7K -900 -3%
FSA
641
Franklin Street Advisors
North Carolina
$2.35M – – –
NAAA
642
New Age Alpha Advisors
New York
$2.35M – – –
BFPW
643
BOK Financial Private Wealth
Colorado
$2.35M -$175K -1,861 -7%
TYCC
644
Texas Yale Capital Corp
Florida
$2.34M -$1.88K -20 -0.1%
NIM
645
Northeast Investment Management
Massachusetts
$2.34M -$33.4K -355 -1%
BRWA
646
B. Riley Wealth Advisors
Florida
$2.34M -$373K -4,564 -14%
CB
647
Community Bank
New York
$2.33M -$18.4K -195 -0.8%
FB
648
Fulton Bank
Pennsylvania
$2.33M +$143K +1,514 +7%
SC
649
Stolper & Co
Oklahoma
$2.31M +$212K +2,255 +10%
Walleye Capital
650
Walleye Capital
New York
$2.28M +$2.28M +24,189 New
24 25
26
27 28