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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 %
VT
801
Vise Technologies
New York
$1.26M -$272K -2,921 -18%
DAM
802
Deltec Asset Management
New York
$1.26M -$466K -5,000 -27%
SFM
803
Systematic Financial Management
New Jersey
$1.26M – – –
CCG
804
Chatham Capital Group
Georgia
$1.26M +$145K +1,560 +13%
TF
805
TLWM Financial
Texas
$1.26M +$7.83K +84 +0.6%
DWM
806
Dakota Wealth Management
Florida
$1.25M +$60.6K +650 +5%
CIAS
807
Capital Investment Advisory Services
North Carolina
$1.25M +$236K +2,528 +23%
QI
808
Qtron Investments
Massachusetts
$1.25M +$471K +5,048 +60%
SWM
809
Spire Wealth Management
Virginia
$1.25M -$110K -1,294 -8%
FNA
810
First National Advisers
Nebraska
$1.24M +$446K +4,787 +56%
QWM
811
Quadcap Wealth Management
Texas
$1.24M +$1.24M +13,277 New
IRC
812
Investors Research Corp
Georgia
$1.24M – – –
TAM
813
Tocqueville Asset Management
New York
$1.23M -$471K -5,048 -28%
PHS
814
Pekin Hardy Strauss
Illinois
$1.22M -$51.3K -550 -4%
PPWP
815
Premier Path Wealth Partners
New Jersey
$1.22M +$1.22M +13,084 New
LRWA
816
Long Run Wealth Advisors
New York
$1.22M -$23.3K -250 -2%
AF
817
Allworth Financial
California
$1.22M -$25.5K -273 -2%
WT
818
Whittier Trust
California
$1.22M -$68.8K -738 -5%
JWCA
819
J.W. Cole Advisors
Florida
$1.21M +$136K +1,457 +13%
AT
820
Avalon Trust
New Mexico
$1.21M – – –
CI
821
Cigna Investments
Connecticut
$1.2M -$12.6K -135 -1%
SC
822
SouthState Corp
Florida
$1.19M -$104K -1,116 -8%
PAM
823
Panagora Asset Management
Massachusetts
$1.19M – – –
DWT
824
Dorsey & Whitney Trust
South Dakota
$1.18M +$149K +1,601 +14%
DT
825
Diversified Trust
Tennessee
$1.18M +$142K +1,523 +14%
31 32
33
34 35