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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 %
VCWA
776
Vanguard Capital Wealth Advisors
Colorado
$1.47M -$233K -2,479 -14%
WIC
777
Wilkins Investment Counsel
Massachusetts
$1.47M +$1.47M +15,570 New
CCT
778
Chemung Canal Trust
New York
$1.46M +$15.1K +160 +1%
CCG
779
Chatham Capital Group
Georgia
$1.46M +$186K +1,975 +15%
MOS
780
MGO One Seven
Ohio
$1.45M -$248K -2,630 -15%
CC
781
Courier Capital
New York
$1.45M -$8.19K -87 -0.6%
NWM
782
Northcape Wealth Management
New York
$1.45M -$22.8K -242 -2%
MCP
783
Mirador Capital Partners
California
$1.44M +$155K +1,643 +12%
BFIC
784
Bedell Frazier Investment Counselling
California
$1.44M -$84.9K -902 -6%
CCA
785
Checchi Capital Advisers
California
$1.44M -$60.4K -641 -4%
TAM
786
Trust Asset Management
Texas
$1.44M -$8.38K -89 -0.6%
AIC
787
Argus Investors Counsel
New York
$1.44M -$275K -2,920 -16%
SWM
788
SeaCrest Wealth Management
New York
$1.43M -$100K -1,063 -7%
CF
789
Centaurus Financial
California
$1.42M -$235K -2,496 -14%
PAM
790
Paradigm Asset Management
New York
$1.4M -$56.5K -600 -4%
FTWA
791
Fifth Third Wealth Advisors
Ohio
$1.4M -$143K -1,514 -9%
TAM
792
Tocqueville Asset Management
New York
$1.4M +$156K +1,658 +13%
ST
793
Somerset Trust
Pennsylvania
$1.4M +$44.7K +475 +3%
WPC
794
White Pine Capital
Minnesota
$1.39M +$4.91K +54 +0.4%
CAG
795
Crestwood Advisors Group
Massachusetts
$1.39M -$11M -117,175 -89%
AFS
796
Aft Forsyth & Sober
Florida
$1.38M – – –
PS
797
Principal Securities
Iowa
$1.38M +$40.6K +431 +3%
WW
798
Waterfront Wealth
Kansas
$1.38M +$26.9K +291 +2%
DPIM
799
Duff & Phelps Investment Management
Illinois
$1.37M +$43.6K +463 +3%
BHPW
800
Beverly Hills Private Wealth
California
$1.35M +$562K +5,964 +71%
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