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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 %
TI
676
TrueMark Investments
Illinois
$1.97M +$1.97M +21,083 New
RCM
677
Ratan Capital Management
Florida
$1.96M +$1.96M +21,000 New
AWM
678
Ameliora Wealth Management
Switzerland
$1.95M – – –
HCCM
679
Hudson Canyon Capital Management
New York
$1.94M -$43.1K -462 -2%
HI
680
Hoey Investments
Pennsylvania
$1.93M -$753K -8,072 -28%
NERM
681
New England Research & Management
Illinois
$1.92M -$81.6K -875 -4%
YIA
682
YHB Investment Advisors
Connecticut
$1.92M -$3.45M -36,960 -64%
GGA
683
Granite Group Advisors
Connecticut
$1.91M +$1.91M +21,962 New
TPCW
684
TD Private Client Wealth
New York
$1.9M -$4.01K -43 -0.2%
PFS
685
Prospera Financial Services
Texas
$1.9M -$14.9K -160 -0.8%
BBP
686
Banco BTG Pactual
Brazil
$1.9M +$1.9M +20,263 New
Koshinski Asset Management
687
Koshinski Asset Management
Illinois
$1.89M +$495K +5,307 +35%
AIS
688
AM Investment Strategies
Tennessee
$1.88M +$331K +3,547 +21%
HCA
689
Harbor Capital Advisors
Illinois
$1.88M +$1.49K +16 +0.1%
MWM
690
Modera Wealth Management
New Jersey
$1.88M -$53.3K -572 -3%
BBHC
691
Brown Brothers Harriman & Co
New York
$1.87M +$72.4K +776 +4%
CICI
692
Capital Investment Counsel Inc
North Carolina
$1.87M -$112K -1,200 -6%
UFG
693
United Fire Group
Iowa
$1.87M – – –
APWM
694
Atlas Private Wealth Management
New York
$1.86M +$70.5K +756 +4%
IA
695
IFG Advisory
Georgia
$1.85M +$23.2K +249 +1%
FM
696
Foster & Motley
Ohio
$1.85M -$739K -7,926 -29%
WAM
697
Werlinich Asset Management
Connecticut
$1.84M +$1.84M +19,690 New
FWP
698
FAS Wealth Partners
Kansas
$1.83M +$295K +3,160 +19%
SIA
699
Schechter Investment Advisors
Michigan
$1.82M +$247K +2,650 +16%
BW
700
Bison Wealth
Georgia
$1.8M +$5.88K +63 +0.3%
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