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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 %
BFIC
751
Bedell Frazier Investment Counselling
California
$1.51M -$8.86K -95 -0.6%
SWM
752
SeaCrest Wealth Management
New York
$1.51M +$71.2K +764 +5%
MCWS
753
McKinley Carter Wealth Services
West Virginia
$1.51M +$85.8K +920 +6%
VSQM
754
V-Square Quantitative Management
Illinois
$1.5M +$515K +5,521 +52%
DAS
755
Dynamic Advisor Solutions
Arizona
$1.49M +$164K +1,757 +12%
1SB
756
1ST Source Bank
Indiana
$1.49M +$5.88K +63 +0.4%
CCA
757
Checchi Capital Advisers
California
$1.49M -$176K -1,885 -11%
CFB
758
Cullen/Frost Bankers
Texas
$1.48M -$149K -1,600 -9%
DCM
759
Decatur Capital Management
Georgia
$1.48M +$108K +1,157 +8%
CA
760
Cetera Advisors
Colorado
$1.48M +$22.2K +259 +2%
Capstone Investment Advisors
761
Capstone Investment Advisors
New York
$1.47M -$6.12M -65,612 -81%
RSA
762
River Street Advisors
Illinois
$1.47M +$38.6K +414 +3%
NWM
763
Northcape Wealth Management
New York
$1.45M -$88.5K -949 -6%
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
$1.45M -$1M -10,787 -41%
PAM
765
Paradigm Asset Management
New York
$1.45M -$37.3K -400 -3%
MAM
766
Mystic Asset Management
Rhode Island
$1.45M +$59.2K +635 +4%
IIC
767
Ironwood Investment Counsel
Arizona
$1.45M +$34.2K +367 +2%
CC
768
Courier Capital
New York
$1.44M -$6.16K -66 -0.4%
WWA
769
WCG Wealth Advisors
Nevada
$1.44M -$9.33K -100 -0.6%
CGL
770
Clarius Group LLC
Washington
$1.43M -$230K -2,463 -14%
TAM
771
Trust Asset Management
Texas
$1.43M – – –
CCT
772
Chemung Canal Trust
New York
$1.43M -$253K -2,711 -15%
WPC
773
White Pine Capital
Minnesota
$1.42M -$4.66K -50 -0.3%
LGF
774
LGT Group Foundation
Liechtenstein
$1.42M -$47K -502 -3%
RPCONE
775
Retirement Planning Company of New England
Rhode Island
$1.42M +$38K +408 +3%
29 30
31
32 33