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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 %
CCP
726
Clough Capital Partners
Massachusetts
$1.75M – – –
AIM
727
Acropolis Investment Management
Missouri
$1.73M +$28.7K +305 +2%
MAS
728
Meeder Advisory Services
Ohio
$1.73M +$37.1K +394 +2%
SLI
729
Sumitomo Life Insurance
Japan
$1.72M -$67.8K -720 -4%
AFM
730
Abbot Financial Management
Massachusetts
$1.71M -$1.88K -20 -0.1%
DM
731
Delphi Management
Massachusetts
$1.71M +$130K +1,375 +8%
HI
732
Horizon Investments
North Carolina
$1.68M -$20.4K -219 -1%
HTC
733
Haverford Trust Company
Pennsylvania
$1.68M +$683K +7,251 +69%
SIM
734
Stratos Investment Management
Ohio
$1.67M +$1.67M +17,760 New
GDP
735
Great Diamond Partners
Maine
$1.65M +$17.6K +187 +1%
ADBIC
736
A.D. Beadell Investment Counsel
Wisconsin
$1.65M -$16.5K -175 -1%
IFWM
737
Institute for Wealth Management
Colorado
$1.65M -$9.23K -98 -0.6%
HCM
738
Howland Capital Management
Massachusetts
$1.64M -$128K -1,356 -7%
OAM
739
Oak Asset Management
California
$1.63M +$8.95K +95 +0.6%
SAI
740
Systematic Alpha Investments
New Jersey
$1.63M – – –
WT
741
Whittier Trust
California
$1.62M +$394K +4,184 +32%
MCWS
742
McKinley Carter Wealth Services
West Virginia
$1.62M +$98.6K +1,047 +6%
IIL
743
Insight Inv LLC
California
$1.62M +$8K +85 +0.5%
WJWM
744
Williams Jones Wealth Management
New York
$1.61M -$112K -1,193 -7%
BFS
745
Bradley Foster & Sargent
Connecticut
$1.6M -$74K -786 -4%
TCM
746
Teza Capital Management
Illinois
$1.6M +$1.6M +17,003 New
SP
747
Symmetry Partners
Connecticut
$1.6M -$797K -8,471 -33%
PWM
748
Perigon Wealth Management
California
$1.59M -$170K -1,803 -10%
CWM
749
Congress Wealth Management
Massachusetts
$1.59M -$70.5K -749 -4%
VA
750
Vident Advisory
Georgia
$1.58M +$200K +2,120 +14%
28 29
30
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