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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 %
FPCP
926
Fort Point Capital Partners
California
$929K – – –
PI
927
PGGM Investments
Netherlands
$926K +$926K +9,833 New
PCP
928
Proficio Capital Partners
Massachusetts
$923K +$2.35K +25 +0.3%
MFG
929
Magnus Financial Group
New York
$917K +$87.7K +931 +11%
SAM
930
Sompo Asset Management
Japan
$914K +$36.7K +390 +4%
BFIM
931
Beese Fulmer Investment Management
Ohio
$914K -$109K -1,162 -11%
NCM
932
NCM Capital Management
New Jersey
$912K -$91K -966 -9%
LB
933
Legacy Bridge
Iowa
$909K -$112K -1,190 -11%
AWM
934
Avior Wealth Management
Nebraska
$902K +$280K +2,975 +45%
FHA
935
First Horizon Advisors
Tennessee
$902K -$4.99K -53 -0.6%
SRC
936
Sage Rhino Capital
California
$892K +$63.5K +674 +8%
PCA
937
Prosperity Capital Advisors
Ohio
$891K +$120K +1,271 +16%
TCB
938
Texas Capital Bancshares
Texas
$884K +$231K +2,452 +35%
BWM
939
Buckley Wealth Management
Nevada
$884K +$12.1K +128 +1%
MG
940
Mather Group
Illinois
$884K -$10.3K -110 -1%
NP
941
Nilsine Partners
Colorado
$884K -$74.8K -794 -8%
PPW
942
Parcion Private Wealth
Washington
$882K -$9.42K -100 -1%
RPCONE
943
Retirement Planning Company of New England
Rhode Island
$882K -$549K -5,825 -38%
MFIM
944
Mesirow Financial Investment Management
Illinois
$881K +$305K +3,238 +53%
BB
945
Busey Bank
Illinois
$879K -$8.95K -95 -1%
WAL
946
W Advisors LLC
Tennessee
$877K +$1.88K +20 +0.2%
FAG
947
Fortitude Advisory Group
Washington
$875K +$519K +5,517 +146%
AC
948
ASB Consultores
Florida
$871K +$612K +6,503 +237%
FCFC
949
First Citizens Financial Corp
Iowa
$871K +$3.96K +42 +0.5%
MAM
950
Mark Asset Management
New York
$870K -$57.6K -612 -6%
36 37
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