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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 %
GRP
926
Global Retirement Partners
California
$867K +$178K +2,075 +26%
WAL
927
W Advisors LLC
Tennessee
$866K +$2.15K +23 +0.2%
BWM
928
Buckley Wealth Management
Nevada
$863K -$44.5K -477 -5%
SSA
929
Schonfeld Strategic Advisors
New York
$862K +$862K +9,243 New
RT
930
Rockland Trust
Massachusetts
$861K +$861K +9,236 New
FCFC
931
First Citizens Financial Corp
Iowa
$859K – – –
EWA
932
EP Wealth Advisors
California
$859K -$330K -3,536 -28%
AA
933
Altman Advisors
Illinois
$858K -$706K -7,571 -45%
LCS
934
Levin Capital Strategies
New York
$851K +$268K +2,875 +46%
PCM
935
Pennsylvania Capital Management
Pennsylvania
$849K -$2.43K -26 -0.3%
PWPS
936
Pinnacle Wealth Planning Services
Ohio
$834K -$2.15K -23 -0.3%
MFG
937
Merit Financial Group
Georgia
$832K -$1.26M -13,537 -60%
GI
938
GAMMA Investing
California
$830K +$830K +9,517 New
CPC
939
Cookson Peirce & Co
Pennsylvania
$824K +$53.5K +574 +7%
FNFDCM
940
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$822K – – –
MFG
941
Magnus Financial Group
New York
$821K -$18.9K -203 -2%
SRC
942
Sage Rhino Capital
California
$821K -$6.53K -70 -0.8%
IWM
943
IHT Wealth Management
Illinois
$819K +$10.3K +110 +1%
MC
944
Moors & Cabot
Massachusetts
$818K +$74.9K +803 +10%
EGA
945
E&G Advisors
Texas
$808K – – –
RFA
946
Resurgent Financial Advisors
Georgia
$807K -$82.4K -884 -9%
TPWA
947
TRUE Private Wealth Advisors
Oregon
$803K -$11.3K -121 -1%
GLA
948
Good Life Advisors
Pennsylvania
$798K -$4.76K -51 -0.6%
NVIM
949
New Vernon Investment Management
Illinois
$797K – – –
BFG
950
Beacon Financial Group
Texas
$797K -$143K -1,533 -15%
36 37
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