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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 %
ONB
776
Old National Bancorp
Indiana
$1.42M +$109K +1,168 +8%
GFP
777
Gryphon Financial Partners
Ohio
$1.42M +$1.08M +11,295 +328%
LOAMU
778
Lombard Odier Asset Management (USA)
New York
$1.41M +$1.41M +15,133 New
FCI
779
Financial Counselors Inc
Kansas
$1.39M -$14K -150 -1%
Credit Agricole
780
Credit Agricole
France
$1.38M -$15.4M -164,655 -92%
QCG
781
Quadrant Capital Group
Ohio
$1.37M -$185K -1,980 -12%
AFS
782
Aft Forsyth & Sober
Florida
$1.37M – – –
OIA
783
OneDigital Investment Advisors
Kansas
$1.36M +$250K +2,677 +22%
VA
784
Vident Advisory
Georgia
$1.36M -$138K -1,478 -9%
WW
785
Waterfront Wealth
Kansas
$1.36M +$13K +139 +1%
SIA
786
Schear Investment Advisers
Ohio
$1.36M -$21.3K -228 -2%
ST
787
Somerset Trust
Pennsylvania
$1.34M -$33.7K -361 -2%
BFS
788
Bard Financial Services
Connecticut
$1.33M +$108K +1,155 +9%
PS
789
Principal Securities
Iowa
$1.33M +$1.33M +14,241 New
IB
790
Intrust Bank
Kansas
$1.32M -$198K -2,124 -13%
DI
791
Diligent Investors
California
$1.32M -$18.5K -198 -1%
IAS
792
Insigneo Advisory Services
Florida
$1.32M +$1.07M +11,463 +427%
NL
793
NVWM LLC
Pennsylvania
$1.32M -$488K -5,230 -27%
DPIM
794
Duff & Phelps Investment Management
Illinois
$1.32M – – –
SCI
795
S&CO Inc
Massachusetts
$1.3M – – –
ANTB
796
AMG National Trust Bank
Colorado
$1.29M +$47.6K +510 +4%
MCP
797
Mirador Capital Partners
California
$1.28M +$50.7K +544 +4%
LOAMS
798
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.27M +$1.27M +13,657 New
MWM
799
Meridian Wealth Management
Kentucky
$1.27M -$1.13M -12,128 -47%
EM
800
Excalibur Management
Massachusetts
$1.27M +$4.85K +52 +0.4%
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