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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 %
FRM
801
Fox Run Management
Connecticut
$1.35M +$1.35M +14,378 New
EWG
802
Executive Wealth Group
Washington
$1.35M +$904K +10,136 +202%
BFS
803
Bard Financial Services
Connecticut
$1.35M +$5.18K +55 +0.4%
EM
804
Excalibur Management
Massachusetts
$1.33M +$57.1K +606 +4%
DI
805
Diligent Investors
California
$1.33M +$1.22K +13 +0.1%
BCP
806
Berkeley Capital Partners
Georgia
$1.33M +$179K +1,901 +16%
GM
807
Granger Management
New York
$1.32M +$342K +3,631 +35%
COCM
808
Charter Oak Capital Management
New Hampshire
$1.31M +$1.31M +13,956 New
NL
809
NVWM LLC
Pennsylvania
$1.31M -$15.7K -167 -1%
ANTB
810
AMG National Trust Bank
Colorado
$1.31M +$4.71K +50 +0.4%
CIAS
811
Capital Investment Advisory Services
North Carolina
$1.3M +$34.8K +370 +3%
IB
812
Intrust Bank
Kansas
$1.3M -$36.3K -385 -3%
EAM
813
Eagle Asset Management
Florida
$1.3M +$329K +3,519 +34%
KF
814
Krilogy Financial
Missouri
$1.29M +$1.29M +13,717 New
AF
815
Allworth Financial
California
$1.29M +$56.9K +604 +5%
LRWA
816
Long Run Wealth Advisors
New York
$1.29M +$55.9K +594 +5%
Koshinski Asset Management
817
Koshinski Asset Management
Illinois
$1.28M -$625K -6,635 -33%
JWCA
818
J.W. Cole Advisors
Florida
$1.28M +$56.1K +596 +5%
WWA
819
WCG Wealth Advisors
Nevada
$1.28M -$175K -1,860 -12%
VT
820
Vise Technologies
New York
$1.27M -$3.11K -33 -0.2%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$1.27M +$267K +2,840 +27%
SFM
822
Systematic Financial Management
New Jersey
$1.27M – – –
CFM
823
Catalyst Funds Management
Australia
$1.27M +$1.27M +13,500 New
QI
824
Qtron Investments
Massachusetts
$1.26M – – –
CGL
825
Clarius Group LLC
Washington
$1.25M -$196K -2,085 -14%
31 32
33
34 35