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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 %
RFC
676
Regions Financial Corp
Alabama
$2.09M -$73.5K -781 -3%
PI
677
PFG Investments
New York
$2.08M +$477K +5,065 +30%
CMTU
678
Capital Markets Trading (UK)
United Kingdom
$2.07M +$2.07M +21,992 New
DEA
679
DoubleLine ETF Adviser
Florida
$2.06M +$68.5K +727 +3%
APWM
680
Atlas Private Wealth Management
New York
$2.05M +$180K +1,913 +10%
GGA
681
Granite Group Advisors
Connecticut
$2.05M -$14.2K -151 -0.7%
CK
682
Cohen Klingenstein
New York
$2.05M – – –
PA
683
Paralel Advisors
Colorado
$2.05M – – –
BC
684
Burney Company
Virginia
$2.03M -$74.8K -794 -4%
USCWA
685
U.S. Capital Wealth Advisors
Texas
$2.01M -$38.8K -412 -2%
LIM
686
Leavell Investment Management
Alabama
$2M -$107K -1,136 -5%
AW
687
Alaethes Wealth
Nevada
$2M -$26.6K -282 -1%
NP
688
NorthRock Partners
Minnesota
$2M +$205K +2,179 +11%
BHCM
689
Brevan Howard Capital Management
Jersey
$1.99M +$1.78M +18,933 +845%
PMA
690
Prudent Man Advisors
Illinois
$1.98M -$103K -1,098 -5%
FDS
691
Freedom Day Solutions
Texas
$1.97M -$47.8K -508 -2%
AWM
692
Ameliora Wealth Management
Switzerland
$1.97M -$2.83K -30 -0.1%
CAAS
693
Capital Asset Advisory Services
Michigan
$1.96M +$319K +3,447 +19%
HCCM
694
Hudson Canyon Capital Management
New York
$1.96M – – –
TI
695
TrueMark Investments
Illinois
$1.95M -$35.1K -373 -2%
PFS
696
Prospera Financial Services
Texas
$1.94M +$24.4K +259 +1%
WAM
697
Werlinich Asset Management
Connecticut
$1.94M +$101K +1,080 +5%
IA
698
IFG Advisory
Georgia
$1.94M +$68.5K +727 +4%
YIA
699
YHB Investment Advisors
Connecticut
$1.93M -$1.98K -21 -0.1%
AAIS
700
ABN AMRO Investment Solutions
$1.93M -$5.85M -62,181 -75%
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