MS icon

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 %
QCG
826
Quadrant Capital Group
Ohio
$1.25M -$139K -1,479 -10%
DWM
827
Dakota Wealth Management
Florida
$1.25M -$20.3K -216 -2%
TF
828
TLWM Financial
Texas
$1.24M -$24K -255 -2%
MWM
829
Meridian Wealth Management
Kentucky
$1.24M -$41.5K -441 -3%
PD
830
Point72 (DIFC)
United Arab Emirates
$1.23M +$1.23M +13,098 New
PIM
831
Penobscot Investment Management
Massachusetts
$1.23M +$63.5K +674 +5%
DWT
832
Dorsey & Whitney Trust
South Dakota
$1.23M +$32.5K +345 +3%
AT
833
Avalon Trust
New Mexico
$1.22M – – –
NW
834
NewEdge Wealth
Pennsylvania
$1.22M -$11.1M -119,582 -90%
OIA
835
OneDigital Investment Advisors
Kansas
$1.21M -$164K -1,746 -12%
HFM
836
Hartford Funds Management
Pennsylvania
$1.21M +$148K +1,572 +14%
MA
837
Mutual Advisors
Nebraska
$1.21M -$1.65M -17,473 -58%
PPWP
838
Premier Path Wealth Partners
New Jersey
$1.2M -$28K -297 -2%
PAM
839
Panagora Asset Management
Massachusetts
$1.2M – – –
VCA
840
Verdence Capital Advisors
Maryland
$1.2M +$9.89K +105 +0.8%
STA
841
Summit Trail Advisors
New York
$1.19M +$166K +1,762 +16%
GAMC
842
Garner Asset Management Corp
Texas
$1.19M -$49.7K -528 -4%
SACTSONJ
843
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.19M – – –
ONB
844
Old National Bancorp
Indiana
$1.18M -$246K -2,610 -17%
DAM
845
Deltec Asset Management
New York
$1.18M -$94.2K -1,000 -7%
CWP
846
Concord Wealth Partners
Virginia
$1.18M +$192K +2,037 +19%
IAS
847
Insigneo Advisory Services
Florida
$1.17M -$157K -1,671 -12%
QC
848
Quent Capital
New York
$1.17M +$23.8K +253 +2%
UB
849
Umpqua Bank
Oregon
$1.17M +$1.17M +12,447 New
CI
850
Cigna Investments
Connecticut
$1.17M -$40.6K -431 -3%
32 33
34
35 36