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Morgan Stanley
MS

1,757 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 601 increasing their positions, 713 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 122

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

14% more capital invested

Capital invested by funds: $113B → $129B (+$16.1B)

14% more call options, than puts

Call options by funds: $4.5B | Put options by funds: $3.95B

6% more funds holding

Funds holding: 1,664 → 1,757 (+93)

0.93% more ownership

Funds ownership: 83.24% → 84.17% (+0.93%)

16% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 713

Holders
1,757
Holders Change
+93
Holders Change %
+5.59%
% of All Funds
25.61%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
245
Increased
601
Reduced
713
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$440M
5
Invesco
Invesco
Georgia
+$328M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$623M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
4
DZ Bank
DZ Bank
Germany
-$373M
5
Franklin Resources
Franklin Resources
California
-$249M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
801
AMG National Trust Bank
Colorado
$1.29M +$40.8K +510 +4%
MCP
802
Mirador Capital Partners
California
$1.28M +$43.5K +544 +4%
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.27M +$1.09M +13,657 New
MWM
804
Meridian Wealth Management
Kentucky
$1.27M -$970K -12,128 -47%
EM
805
Excalibur Management
Massachusetts
$1.27M +$4.16K +52 +0.4%
VT
806
Vise Technologies
New York
$1.26M -$234K -2,921 -18%
DAM
807
Deltec Asset Management
New York
$1.26M -$400K -5,000 -27%
SFM
808
Systematic Financial Management
New Jersey
$1.26M – – –
CCG
809
Chatham Capital Group
Georgia
$1.26M +$125K +1,560 +13%
TF
810
TLWM Financial
Texas
$1.26M +$6.72K +84 +0.6%
DWM
811
Dakota Wealth Management
Florida
$1.25M +$52K +650 +5%
CIAS
812
Capital Investment Advisory Services
North Carolina
$1.25M +$202K +2,528 +23%
QI
813
Qtron Investments
Massachusetts
$1.25M +$404K +5,048 +60%
SWM
814
Spire Wealth Management
Virginia
$1.25M -$104K -1,294 -8%
FNA
815
First National Advisers
Nebraska
$1.24M +$383K +4,787 +56%
QWM
816
Quadcap Wealth Management
Texas
$1.24M +$1.06M +13,277 New
IRC
817
Investors Research Corp
Georgia
$1.24M – – –
TAM
818
Tocqueville Asset Management
New York
$1.23M -$404K -5,048 -28%
PHS
819
Pekin Hardy Strauss
Illinois
$1.22M -$44K -550 -4%
PPWP
820
Premier Path Wealth Partners
New Jersey
$1.22M +$1.05M +13,084 New
LRWA
821
Long Run Wealth Advisors
New York
$1.22M -$20K -250 -2%
AF
822
Allworth Financial
California
$1.22M -$21.8K -273 -2%
WT
823
Whittier Trust
California
$1.22M -$59K -738 -5%
JWCA
824
J.W. Cole Advisors
Florida
$1.21M +$117K +1,457 +13%
AT
825
Avalon Trust
New Mexico
$1.21M – – –
31 32
33
34 35

MS Hedge Fund Activity: Q4 2023 in Review

1,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $129B — up 14% from $113B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new MS positions and 122 closed out — a net gain of 123 holders — while 601 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.

  • 1,757 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
  • Funds reported $129B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
  • 245 funds opened new Morgan Stanley positions in Q4 2023 and 122 closed out, a net change of +123 holders.
  • The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
  • The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.

Based on aggregated 13F filings for Q4 2023.