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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 %
CT
651
Coastline Trust
Rhode Island
$2.28M -$242K -2,565 -10%
GWM
652
Glass Wealth Management
Texas
$2.24M +$2.24M +23,830 New
CCS
653
Concentric Capital Strategies
Connecticut
$2.23M +$2.23M +23,703 New
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.22M +$12.2K +133 +0.6%
BFG
655
Bleakley Financial Group
New Jersey
$2.22M +$44.5K +473 +2%
MFS
656
Mirabella Financial Services
United Kingdom
$2.22M +$2.22M +23,570 New
ACP
657
Arcus Capital Partners
Georgia
$2.22M – – –
GAM
658
Griffin Asset Management
New York
$2.21M +$28.2K +300 +1%
PP
659
Paloma Partners
Connecticut
$2.21M +$2.21M +23,491 New
SW
660
Simplicity Wealth
New Jersey
$2.21M +$2.21M +23,473 New
PAS
661
Park Avenue Securities
New York
$2.21M -$233K -2,479 -10%
WWM
662
Wolff Wiese Magana
California
$2.2M -$20.5K -218 -0.9%
TH
663
TCTC Holdings
Texas
$2.2M -$16.5K -175 -0.7%
CANY
664
Caxton Associates (New York)
New York
$2.19M +$2.19M +23,250 New
CRM
665
Cramer Rosenthal McGlynn
Connecticut
$2.19M -$17.3K -184 -0.8%
WSTAM
666
Wilbanks Smith & Thomas Asset Management
Virginia
$2.19M -$216K -2,296 -9%
S
667
SignatureFD
Georgia
$2.18M +$131K +1,386 +6%
CAM
668
Cacti Asset Management
Georgia
$2.18M – – –
CA
669
CoreCap Advisors
Michigan
$2.17M +$25.6K +272 +1%
VVP
670
Venture Visionary Partners
Ohio
$2.17M -$346K -3,676 -14%
WIS
671
Wright Investors Service
Connecticut
$2.16M +$57.4K +610 +3%
SFS
672
Sowell Financial Services
Arkansas
$2.16M +$30.5K +324 +1%
ADIM
673
Alpha DNA Investment Management
Maryland
$2.15M +$1.03M +10,899 +91%
WS
674
Wedbush Securities
California
$2.15M +$516K +5,480 +32%
MYAM
675
Meiji Yasuda Asset Management
Japan
$2.11M +$363K +3,850 +21%
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