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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 %
CSPAM
701
Cary Street Partners Asset Management
Virginia
$1.93M +$1.93M +20,505 New
DWM
702
Dynasty Wealth Management
Florida
$1.93M +$1.93M +20,470 New
GSC
703
Grey Street Capital
Illinois
$1.92M +$1.92M +20,427 New
AIS
704
AM Investment Strategies
Tennessee
$1.92M +$16.7K +177 +0.9%
HI
705
Hoey Investments
Pennsylvania
$1.91M -$39.1K -415 -2%
FWP
706
FAS Wealth Partners
Kansas
$1.91M +$65.6K +697 +4%
LA
707
LM Advisors
California
$1.9M -$373K -3,960 -16%
HIA
708
Harvest Investment Advisors
Florida
$1.88M +$87.9K +934 +5%
BBHC
709
Brown Brothers Harriman & Co
New York
$1.85M -$37.5K -398 -2%
CW
710
Connectus Wealth
Ohio
$1.85M -$877K -9,315 -32%
BW
711
Bison Wealth
Georgia
$1.83M +$15.5K +165 +0.9%
CA
712
Commerzbank Aktiengesellschaft
Germany
$1.83M +$905K +9,615 +98%
TPCW
713
TD Private Client Wealth
New York
$1.82M -$98.9K -1,050 -5%
CAM
714
Covenant Asset Management
New Jersey
$1.82M +$60.9K +647 +3%
ITC
715
Inspire Trust Company
Nevada
$1.82M +$1.04M +11,000 +133%
CICI
716
Capital Investment Counsel Inc
North Carolina
$1.82M -$75.3K -800 -4%
MWM
717
Modera Wealth Management
New Jersey
$1.81M -$83.6K -888 -4%
LGF
718
LGT Group Foundation
Liechtenstein
$1.81M +$377K +4,000 +26%
CG
719
Caprock Group
Idaho
$1.8M +$62.3K +662 +4%
SW
720
SVB Wealth
Massachusetts
$1.78M -$4.61K -49 -0.3%
FFM
721
Forum Financial Management
Illinois
$1.78M -$13.6K -144 -0.8%
CIA
722
Capital Investment Advisors
Georgia
$1.76M +$37.9K +403 +2%
PA
723
Profund Advisors
Maryland
$1.76M +$38.6K +410 +2%
VFA
724
Valeo Financial Advisors
Indiana
$1.76M +$181K +1,931 +12%
DCM
725
Donaldson Capital Management
Indiana
$1.75M -$3.2M -34,005 -65%
27 28
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