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Morgan Stanley
MS

Overview Fund Activity

1,743 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, 709 reducing their positions, and 122 closing their positions.

Holders
1,743
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
709
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.59B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
5
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
4
DZ Bank
Germany
$123M
5
Franklin Resources
5
Franklin Resources
California
$786M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$124M 1,329,712 -162,180 -11%
Canada Life
77
Canada Life
Manitoba, Canada
$124M 1,329,781 +167,139 +14%
DZ Bank
78
DZ Bank
Germany
$123M 1,320,515 -4,659,578 -78%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$122M 1,311,465 -56,497 -4%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$121M 1,302,908 -285,812 -18%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$119M 1,277,241 -618 -0%
EWM
82
Evercore Wealth Management
New York
$119M 1,274,605 +48,812 +4%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$118M 1,264,540 -40,253 -3%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$114M 1,227,734 -40,900 -3%
Federated Hermes
85
Federated Hermes
Pennsylvania
$113M 1,215,753 +846,266 +229%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$111M 1,210,922 +69,790 +6%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$109M 1,165,693 +381,100 +49%
LPL Financial
88
LPL Financial
California
$109M 1,164,327 +254,847 +28%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$108M 1,160,608 +130,239 +13%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$103M 1,104,272 -15,235 -1%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$101M 1,082,694 -16,532 -2%
Artisan Partners
92
Artisan Partners
Wisconsin
$98.8M 1,059,376 +23,991 +2%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$98M 1,051,033 +87,047 +9%
DLA
94
Douglas Lane & Associates
New York
$97M 1,040,415 -8,220 -0.8%
Truist Financial
95
Truist Financial
North Carolina
$96M 1,029,623 -66,066 -6%
Macquarie Group
96
Macquarie Group
Australia
$95.2M 1,021,153 -699,846 -41%
CB
97
Commerce Bank
Missouri
$93.2M 998,932 -5,790 -0.6%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$90.7M 972,913 -935,527 -49%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$86.5M 927,440 -278,049 -23%
Aristotle Capital Management
100
Aristotle Capital Management
California
$86.4M 927,000 +107,000 +13%
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