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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 %
NSIM
976
North Star Investment Management
Illinois
$719K – – –
BBNA
977
Bremer Bank National Association
Minnesota
$717K +$31.3K +336 +5%
PWG
978
Portside Wealth Group
Utah
$716K -$101K -1,082 -12%
WPC
979
Wedmont Private Capital
Pennsylvania
$715K -$298K -3,190 -29%
CST
980
Charles Schwab Trust
Nevada
$705K -$81K -869 -10%
FC
981
FORA Capital
Florida
$703K -$8.1M -86,914 -92%
AOI
982
Auto-Owners Insurance
Michigan
$699K – – –
III
983
Independent Investors Inc
New York
$698K -$12.4K -133 -2%
MWM
984
Maltin Wealth Management
New Jersey
$692K -$89K -954 -11%
KNW
985
Kesler Norman & Wride
Utah
$690K -$67K -718 -9%
HH
986
Hilltop Holdings
Texas
$686K -$5.32K -57 -0.8%
TFA
987
Transamerica Financial Advisors
Florida
$686K -$413K -4,425 -38%
RIG
988
Renaissance Investment Group
Massachusetts
$684K – – –
FMP
989
Financial Management Professionals
Texas
$684K +$9.23K +99 +1%
BCM
990
Brookstone Capital Management
Illinois
$682K -$150K -1,608 -18%
SIM
991
Sentry Investment Management
Wisconsin
$680K -$8.49K -91 -1%
MIC
992
Meridian Investment Counsel
California
$679K -$42K -450 -6%
HBT
993
Hills Bank & Trust
Iowa
$678K -$3.36K -36 -0.5%
CAM
994
Cidel Asset Management
Ontario, Canada
$677K +$677K +7,257 New
CCFP
995
Charles Carroll Financial Partners
Massachusetts
$676K -$242K -2,600 -26%
SS
996
Sunbelt Securities
Texas
$676K +$18.5K +198 +3%
SRAM
997
Spouting Rock Asset Management
Pennsylvania
$675K +$675K +7,236 New
HA
998
Herold Advisors
New York
$675K +$187 +2 +0%
RR
999
Robotti Robert
$673K – – –
MFC
1000
Mechanics Financial Corp
Ohio
$671K – – –
38 39
40
41 42