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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 %
BFG
651
Bleakley Financial Group
New Jersey
$2.15M -$258K -2,765 -11%
RFC
652
Regions Financial Corp
Alabama
$2.15M -$48.5K -520 -2%
SS
653
Simplicity Solutions
Minnesota
$2.14M -$271K -2,908 -11%
KHLMTHM
654
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.14M +$2.14M +22,943 New
CRA
655
Clear Rock Advisors
Texas
$2.14M +$2.14M +24,875 New
CA
656
CoreCap Advisors
Michigan
$2.13M +$143K +1,533 +7%
SFS
657
Sowell Financial Services
Arkansas
$2.11M -$539K -5,781 -20%
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.09M – – –
LIM
659
Leavell Investment Management
Alabama
$2.09M +$104K +1,120 +5%
BC
660
Burney Company
Virginia
$2.09M -$533K -5,713 -20%
WIS
661
Wright Investors Service
Connecticut
$2.08M -$388K -4,164 -16%
DS
662
DRW Securities
Illinois
$2.08M +$1.48M +15,903 +247%
SC
663
Stolper & Co
Oklahoma
$2.08M -$213K -2,282 -9%
PMA
664
Prudent Man Advisors
Illinois
$2.06M +$195K +2,086 +10%
CAM
665
Cacti Asset Management
Georgia
$2.06M – – –
CK
666
Cohen Klingenstein
New York
$2.03M – – –
PA
667
Paralel Advisors
Colorado
$2.03M – – –
S
668
SignatureFD
Georgia
$2.03M -$332K -3,557 -14%
USCWA
669
U.S. Capital Wealth Advisors
Texas
$2.02M -$1.53M -16,434 -43%
FCP
670
Fidelis Capital Partners
Florida
$2.01M +$748K +8,024 +59%
AW
671
Alaethes Wealth
Nevada
$2.01M +$17.7K +190 +0.9%
BIM
672
Baldwin Investment Management
Pennsylvania
$2M +$38.7K +415 +2%
FDS
673
Freedom Day Solutions
Texas
$2M -$98.1K -1,052 -5%
EVM
674
Evelyn V. Moreno
$2M +$2M +21,395 New
DEA
675
DoubleLine ETF Adviser
Florida
$1.97M +$139K +1,489 +8%
25 26
27
28 29