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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 %
MGIA
901
Moneta Group Investment Advisors
Missouri
$930K -$41.1K -441 -4%
CAMV
902
Concord Asset Management (Virginia)
Virginia
$925K +$296K +3,169 +47%
CIA
903
Choate Investment Advisors
Massachusetts
$925K +$23.2K +249 +3%
FPCP
904
Fort Point Capital Partners
California
$920K +$39.9K +428 +5%
MAM
905
Mark Asset Management
New York
$918K -$44.7K -480 -5%
CA
906
Commerzbank Aktiengesellschaft
Germany
$914K +$914K +9,798 New
PCP
907
Proficio Capital Partners
Massachusetts
$912K -$466 -5 -0.1%
LA
908
LVW Advisors
New York
$907K +$226K +2,422 +33%
CIA
909
Concurrent Investment Advisors
Florida
$905K +$905K +9,710 New
AWE
910
Avidian Wealth Enterprises
Texas
$902K -$240K -2,575 -21%
EA
911
Everpar Advisors
Oklahoma
$901K +$901K +9,665 New
CAG
912
Csenge Advisory Group
Florida
$901K +$95.5K +1,024 +12%
FHA
913
First Horizon Advisors
Tennessee
$898K +$1.31K +14 +0.1%
MG
914
Mather Group
Illinois
$894K -$210K -2,250 -19%
DGAM
915
Desjardins Global Asset Management
Quebec, Canada
$893K -$936K -10,042 -51%
LIM
916
Longfellow Investment Management
Massachusetts
$893K +$893K +9,572 New
GSEP
917
Golden State Equity Partners
California
$890K -$64.6K -693 -7%
TCOV
918
Trust Company of Vermont
Vermont
$886K -$147K -1,579 -14%
CPC
919
Congress Park Capital
New York
$886K +$643K +6,900 +265%
PPW
920
Parcion Private Wealth
Washington
$883K – – –
BB
921
Busey Bank
Illinois
$880K +$105K +1,124 +14%
TPI
922
Trust Point Inc
Wisconsin
$880K +$880K +9,434 New
AI
923
Atom Investors
Texas
$879K -$305K -3,273 -26%
FFA
924
Farther Finance Advisors
California
$877K +$530K +5,681 +152%
SAM
925
Sompo Asset Management
Japan
$869K +$67.1K +720 +8%
35 36
37
38 39