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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 %
FFM
701
Forum Financial Management
Illinois
$1.78M -$73.6K -789 -4%
NP
702
NorthRock Partners
Minnesota
$1.77M +$994K +10,660 +127%
SLI
703
Sumitomo Life Insurance
Japan
$1.77M -$90.3K -968 -5%
Kovitz Investment Group Partners
704
Kovitz Investment Group Partners
Illinois
$1.77M -$607K -6,514 -26%
HIA
705
Harvest Investment Advisors
Florida
$1.77M +$8.58K +92 +0.5%
SW
706
SVB Wealth
Massachusetts
$1.77M +$31.3K +336 +2%
SPC
707
Sigma Planning Corp
Michigan
$1.76M -$2.17M -23,292 -55%
PWM
708
Perigon Wealth Management
California
$1.75M -$104K -1,110 -6%
HCM
709
Howland Capital Management
Massachusetts
$1.75M -$2.7K -29 -0.2%
CAM
710
Covenant Asset Management
New Jersey
$1.74M +$132K +1,419 +8%
MYAM
711
Meiji Yasuda Asset Management
Japan
$1.73M -$194K -2,085 -10%
BAM
712
Belpointe Asset Management
Nevada
$1.73M +$191K +2,051 +12%
CCP
713
Clough Capital Partners
Massachusetts
$1.73M -$392K -4,200 -18%
CG
714
Caprock Group
Idaho
$1.73M -$301K -3,229 -15%
CIA
715
Capital Investment Advisors
Georgia
$1.71M -$159K -1,700 -8%
WJWM
716
Williams Jones Wealth Management
New York
$1.7M -$458K -4,909 -21%
AIM
717
Acropolis Investment Management
Missouri
$1.7M -$35.5K -378 -2%
PA
718
Profund Advisors
Maryland
$1.7M +$351K +3,768 +26%
AIC
719
Argus Investors Counsel
New York
$1.7M +$196K +2,100 +13%
AFM
720
Abbot Financial Management
Massachusetts
$1.69M – – –
VCWA
721
Vanguard Capital Wealth Advisors
Colorado
$1.69M +$217K +2,323 +15%
HI
722
Horizon Investments
North Carolina
$1.69M +$127K +1,379 +8%
MOS
723
MGO One Seven
Ohio
$1.68M -$5.78K -62 -0.3%
MAS
724
Meeder Advisory Services
Ohio
$1.68M -$288K -3,091 -15%
NIM
725
NEOS Investment Management
Connecticut
$1.67M +$351K +3,761 +27%
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