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 %
IRC
851
Investors Research Corp
Georgia
$1.17M -$80K -850 -6%
PA
852
Procyon Advisors
Connecticut
$1.17M -$22.8K -242 -2%
TCOV
853
Trust Company of Vermont
Vermont
$1.16M +$265K +2,819 +30%
VCM
854
Viewpoint Capital Management
Washington
$1.15M – – –
IF
855
Intrua Financial
Texas
$1.14M +$1.14M +12,064 New
LSA
856
Lansing Street Advisors
Pennsylvania
$1.13M +$15.4K +164 +1%
CAMV
857
Concord Asset Management (Virginia)
Virginia
$1.13M +$196K +2,083 +21%
PI
858
Parkside Investments
Illinois
$1.13M – – –
DAM
859
Delta Asset Management
Tennessee
$1.12M – – –
CWAG
860
Compton Wealth Advisory Group
Virginia
$1.11M +$16.3K +173 +1%
LIM
861
Longfellow Investment Management
Massachusetts
$1.11M +$209K +2,220 +23%
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$1.11M -$8.47K -90 -0.8%
EW
863
Evoke Wealth
California
$1.11M +$1.11M +11,774 New
SAM
864
Silvercrest Asset Management
New York
$1.11M -$3.01K -32 -0.3%
Luther King Capital Management (LKCM)
865
Luther King Capital Management (LKCM)
Texas
$1.1M -$20.3K -216 -2%
BJL
866
Brighton Jones LLC
Washington
$1.1M +$131K +1,390 +14%
ZIG
867
Zullo Investment Group
Pennsylvania
$1.1M -$25.2K -268 -2%
PWP
868
Principle Wealth Partners
Connecticut
$1.1M +$377 +4 +0%
RZH
869
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$25.6K +272 +2%
RCM
870
Radnor Capital Management
Pennsylvania
$1.09M – – –
VLC
871
Van Leeuwen & Company
New Jersey
$1.09M +$15.4K +164 +1%
CASB
872
Cape Ann Savings Bank
Massachusetts
$1.08M -$53.4K -567 -5%
WT
873
Washington Trust
Rhode Island
$1.08M -$21.1K -224 -2%
LA
874
LVW Advisors
New York
$1.08M +$167K +1,777 +18%
QWM
875
Quadcap Wealth Management
Texas
$1.07M -$175K -1,861 -14%
33 34
35
36 37