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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 %
FM
751
Foster & Motley
Ohio
$1.57M -$296K -3,142 -16%
TIA
752
Trust Investment Advisors
Indiana
$1.56M -$51.7K -549 -3%
SCA
753
Snowden Capital Advisors
New York
$1.56M +$366K +3,890 +31%
SA
754
Strategic Advisors
New York
$1.55M -$27.6K -293 -2%
RSA
755
River Street Advisors
Illinois
$1.55M +$57.8K +614 +4%
SIA
756
Schechter Investment Advisors
Michigan
$1.54M -$295K -3,131 -16%
TCOT
757
Trust Company of Toledo
Ohio
$1.54M +$447K +4,750 +41%
LF
758
Lee Financial
Texas
$1.53M -$13.7K -145 -0.9%
DAS
759
Dynamic Advisor Solutions
Arizona
$1.53M +$29.3K +311 +2%
BAM
760
Belpointe Asset Management
Nevada
$1.53M -$213K -2,267 -12%
CIP
761
Convergence Investment Partners
Florida
$1.52M -$41.6K -442 -3%
AA
762
Altman Advisors
Illinois
$1.52M +$661K +7,063 +77%
FNA
763
First National Advisers
Nebraska
$1.52M +$296K +3,230 +24%
VSQM
764
V-Square Quantitative Management
Illinois
$1.52M – – –
CFG
765
Citizens Financial Group
Rhode Island
$1.51M -$124K -1,313 -8%
SWM
766
Spire Wealth Management
Virginia
$1.5M +$127K +1,354 +9%
IIC
767
Ironwood Investment Counsel
Arizona
$1.5M +$45K +478 +3%
CFB
768
Cullen/Frost Bankers
Texas
$1.5M +$4.99K +53 +0.3%
CWM
769
Chesapeake Wealth Management
Virginia
$1.5M -$34.7K -369 -2%
MAM
770
Mystic Asset Management
Rhode Island
$1.5M +$40.1K +426 +3%
MFG
771
Merit Financial Group
Georgia
$1.5M +$662K +7,071 +79%
EDRH
772
Edmond de Rothschild Holding
Switzerland
$1.5M -$9.17M -97,438 -86%
1SB
773
1ST Source Bank
Indiana
$1.49M -$12.1K -128 -0.8%
SSWM
774
Smith Salley Wealth Management
North Carolina
$1.49M -$61.7K -655 -4%
DCM
775
Decatur Capital Management
Georgia
$1.48M -$14.7K -156 -1%
29 30
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