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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 %
DLHL
876
Donald L. Hagan LLC
Florida
$1.07M -$17.3K -184 -2%
AAM
877
AR Asset Management
California
$1.07M – – –
BMM
878
Buffington Mohr McNeal
Idaho
$1.07M +$537K +5,700 +100%
HCM
879
Helios Capital Management
Singapore
$1.06M – – –
AC
880
AXQ Capital
New Jersey
$1.06M +$1.06M +11,300 New
AC
881
Abbrea Capital
California
$1.06M – – –
PCM
882
Parsons Capital Management
Rhode Island
$1.06M -$5.93K -63 -0.6%
WBC
883
Westpac Banking Corp
Australia
$1.06M -$5.17M -54,902 -83%
BAM
884
Berkshire Asset Management
Pennsylvania
$1.06M -$50.8K -540 -5%
HT
885
HAP Trading
New York
$1.06M +$1.06M +11,273 New
EWA
886
EverSource Wealth Advisors
Alabama
$1.06M +$12.2K +134 +1%
FSI
887
Flow State Investments
Illinois
$1.05M +$1.05M +11,200 New
1IA
888
1834 Investment Advisors
Wisconsin
$1.05M -$1.61M -17,121 -61%
CPBTD
889
Central Pacific Bank - Trust Division
Hawaii
$1.05M +$1.05M +11,197 New
JF
890
Jump Financial
Illinois
$1.04M +$1.04M +11,084 New
HC
891
Hamilton Capital
Ohio
$1.04M +$21.4K +227 +2%
CWM
892
Castle Wealth Management
Florida
$1.04M +$65.2K +692 +7%
AC
893
Avestar Capital
New York
$1.03M +$585K +6,214 +130%
GRP
894
Global Retirement Partners
California
$1.02M +$75.5K +802 +8%
SC
895
SouthState Corp
Florida
$1.02M -$181K -1,917 -15%
GC
896
GFG Capital
Florida
$1.02M -$4.05K -43 -0.4%
MYIA
897
Mount Yale Investment Advisors
Colorado
$1M +$588K +6,244 +141%
TPI
898
Trust Point Inc
Wisconsin
$1M +$116K +1,237 +13%
MCM
899
Mork Capital Management
California
$1M – – –
CIA
900
Concurrent Investment Advisors
Florida
$1M +$87.9K +934 +10%
34 35
36
37 38