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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 %
OCM
951
Orion Capital Management
California
$797K +$142K +1,525 +22%
DC
952
Davenport & Co
Virginia
$794K -$83.2K -892 -9%
GVAG
953
Great Valley Advisor Group
Delaware
$788K -$42.8K -459 -5%
BHPW
954
Beverly Hills Private Wealth
California
$785K +$350K +3,751 +80%
ITC
955
Inspire Trust Company
Nevada
$774K +$774K +8,300 New
EWM
956
Empirical Wealth Management
Washington
$771K +$19K +204 +3%
NAS
957
Nicolet Advisory Services
Wisconsin
$771K +$38.4K +412 +5%
PL
958
Perpetual Ltd
Australia
$768K -$173K -1,855 -18%
BSA
959
Bull Street Advisors
Georgia
$767K – – –
CFG
960
Cooper Financial Group
California
$764K +$64.8K +695 +9%
PCA
961
Prosperity Capital Advisors
Ohio
$764K -$48.1K -516 -6%
CCM
962
Corsair Capital Management
New York
$762K -$23.1K -248 -3%
PPP
963
Private Portfolio Partners
New Jersey
$754K +$44.6K +478 +6%
CIM
964
CIM Investment Management
Pennsylvania
$750K – – –
VFPI
965
Vantage Financial Partners (Illinois)
Illinois
$746K -$60.6K -650 -8%
DI
966
DFPG Investments
Utah
$745K -$4.32K -47 -0.6%
RAM
967
Ramirez Asset Management
New York
$744K – – –
ADL
968
Asset Dedication LLC
California
$742K -$229K -2,474 -24%
FGAM
969
Financial Gravity Asset Management
Texas
$735K +$36.6K +13 +5%
1832 Asset Management
970
1832 Asset Management
Ontario, Canada
$732K – – –
MSA
971
Marino Stram & Associates
Massachusetts
$732K -$124K -1,333 -15%
MS
972
Maven Securities
Jersey
$730K +$194K +2,082 +36%
BB
973
Berkshire Bank
Massachusetts
$727K – – –
MFG
974
MidWestOne Financial Group
Iowa
$726K -$46.7K -501 -6%
SDAM
975
Shulman DeMeo Asset Management
New York
$719K +$26.1K +280 +4%
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