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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 %
AIA
901
Alera Investment Advisors
Illinois
$1M -$8.95K -95 -0.9%
RPC
902
Rossmore Private Capital
Connecticut
$998K -$53.3K -566 -5%
OAM
903
Ostrum Asset Management
France
$996K – – –
VWM
904
Venturi Wealth Management
Texas
$994K +$10.5K +112 +1%
BTWM
905
Baker Tilly Wealth Management
Wisconsin
$992K -$11.5K -122 -1%
MMPW
906
Mitchell McLeod Pugh & Williams
Alabama
$991K +$753 +8 +0.1%
CFCI
907
Comprehensive Financial Consultants Institutional
Indiana
$988K +$36.4K +387 +4%
KWA
908
Kingswood Wealth Advisors
California
$985K -$68.5K -727 -6%
EWA
909
EP Wealth Advisors
California
$976K +$109K +1,158 +13%
GI
910
GAMMA Investing
California
$972K +$76.1K +808 +8%
ICG
911
InterOcean Capital Group
Tennessee
$969K -$29.3K -311 -3%
DAS
912
Diversify Advisory Services
Utah
$965K +$965K +10,320 New
SWA
913
Stratos Wealth Advisors
Ohio
$963K -$44.7K -475 -4%
FFA
914
Farther Finance Advisors
California
$963K +$83.2K +890 +9%
TSWM
915
Triangle Securities Wealth Management
North Carolina
$962K -$21.3K -226 -2%
GCM
916
Gibraltar Capital Management
Oklahoma
$960K -$114K -1,212 -11%
SBIA
917
Sheaff Brock Investment Advisors
Indiana
$959K -$69.3K -736 -7%
EWM
918
Empirical Wealth Management
Washington
$958K +$179K +1,904 +23%
SIA
919
Schear Investment Advisers
Ohio
$953K -$418K -4,442 -30%
AWE
920
Avidian Wealth Enterprises
Texas
$948K +$37.7K +400 +4%
RCA
921
Roberts Capital Advisors
Colorado
$947K +$947K +10,061 New
GA
922
Greenhaven Associates
New York
$942K – – –
FFP
923
FourThought Financial Partners
Florida
$940K -$27.9K -296 -3%
BBP
924
Banco BTG Pactual
Brazil
$933K -$958K -10,263 -51%
CIA
925
Choate Investment Advisors
Massachusetts
$930K -$3.96K -42 -0.4%
35 36
37
38 39