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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 %
BFS
726
Bradley Foster & Sargent
Connecticut
$1.66M +$171K +1,836 +11%
CAAS
727
Capital Asset Advisory Services
Michigan
$1.66M +$316K +3,386 +24%
ADBIC
728
A.D. Beadell Investment Counsel
Wisconsin
$1.65M – – –
CWM
729
Congress Wealth Management
Massachusetts
$1.65M +$44.4K +476 +3%
IFWM
730
Institute for Wealth Management
Colorado
$1.64M +$57.6K +618 +4%
CF
731
Centaurus Financial
California
$1.63M +$9.88K +106 +0.6%
CFG
732
Citizens Financial Group
Rhode Island
$1.62M +$257K +2,758 +19%
GDP
733
Great Diamond Partners
Maine
$1.62M -$739K -7,930 -31%
SAI
734
Systematic Alpha Investments
New Jersey
$1.62M – – –
WS
735
Wedbush Securities
California
$1.61M +$37.9K +406 +2%
OAM
736
Oak Asset Management
California
$1.61M +$30.8K +330 +2%
BPCA
737
Bank Pictet & Cie (Asia)
Singapore
$1.61M +$412K +4,421 +34%
TIA
738
Trust Investment Advisors
Indiana
$1.6M -$16.5K -177 -1%
IIL
739
Insight Inv LLC
California
$1.59M – – –
AG
740
AIA Group
Hong Kong
$1.59M – – –
PI
741
PFG Investments
New York
$1.59M +$386K +4,139 +32%
M1FG
742
Mach-1 Financial Group
Arkansas
$1.57M -$27.4K -294 -2%
VFA
743
Valeo Financial Advisors
Indiana
$1.56M -$38.2K -410 -2%
SA
744
Strategic Advisors
New York
$1.56M -$13.1K -141 -0.8%
DM
745
Delphi Management
Massachusetts
$1.56M +$200K +2,141 +15%
CIP
746
Convergence Investment Partners
Florida
$1.55M -$491K -5,270 -24%
SSWM
747
Smith Salley Wealth Management
North Carolina
$1.54M +$426K +4,573 +38%
LF
748
Lee Financial
Texas
$1.53M +$1.02M +10,980 +201%
FTWA
749
Fifth Third Wealth Advisors
Ohio
$1.53M +$16.6K +178 +1%
CWM
750
Chesapeake Wealth Management
Virginia
$1.52M +$8.11K +87 +0.5%
28 29
30
31 32