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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 %
RCM
851
Radnor Capital Management
Pennsylvania
$1.08M +$241K +2,582 +29%
DLHL
852
Donald L. Hagan LLC
Florida
$1.08M -$32.1K -344 -3%
TCOT
853
Trust Company of Toledo
Ohio
$1.08M +$93.3K +1,000 +9%
EWA
854
EverSource Wealth Advisors
Alabama
$1.08M +$52K +558 +5%
CC
855
Cipher Capital
New York
$1.07M +$505K +5,420 +90%
GCM
856
Gibraltar Capital Management
Oklahoma
$1.06M -$19.6K -210 -2%
AAM
857
AR Asset Management
California
$1.06M – – –
VLC
858
Van Leeuwen & Company
New Jersey
$1.06M +$1.06M +11,386 New
RZH
859
Relyea Zuckerberg Hanson
Connecticut
$1.06M -$34.2K -367 -3%
PCM
860
Parsons Capital Management
Rhode Island
$1.06M -$22.4K -240 -2%
AC
861
Abbrea Capital
California
$1.05M -$85.9K -921 -8%
CASB
862
Cape Ann Savings Bank
Massachusetts
$1.05M -$50.6K -580 -5%
HCM
863
Helios Capital Management
Singapore
$1.05M +$1.05M +11,300 New
HFM
864
Hartford Funds Management
Pennsylvania
$1.05M +$152K +1,635 +17%
KWA
865
Kingswood Wealth Advisors
California
$1.04M -$102K -1,091 -9%
RPC
866
Rossmore Private Capital
Connecticut
$1.04M -$9.7K -104 -0.9%
HW
867
Hancock Whitney
Mississippi
$1.03M -$11.5M -123,366 -92%
SBIA
868
Sheaff Brock Investment Advisors
Indiana
$1.02M -$41.1K -441 -4%
GC
869
GFG Capital
Florida
$1.02M -$59.1K -634 -6%
STA
870
Summit Trail Advisors
New York
$1.01M -$172K -1,840 -14%
BFIM
871
Beese Fulmer Investment Management
Ohio
$1.01M -$9.42K -101 -0.9%
LB
872
Legacy Bridge
Iowa
$1.01M -$4.66K -50 -0.5%
HC
873
Hamilton Capital
Ohio
$1.01M +$67.7K +726 +7%
AIA
874
Alera Investment Advisors
Illinois
$1M -$44.8K -480 -4%
WCM
875
Washburn Capital Management
Florida
$1M -$18.2K -195 -2%
33 34
35
36 37