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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 %
PWG
1001
Portside Wealth Group
Utah
$713K -$9.89K -105 -1%
FDS
1002
First Dallas Securities
Texas
$712K +$124K +1,312 +21%
HA
1003
Herold Advisors
New York
$708K +$27.4K +291 +4%
MMA
1004
Miracle Mile Advisors
California
$707K +$68.4K +726 +11%
VFPI
1005
Vantage Financial Partners (Illinois)
Illinois
$706K -$47.1K -500 -6%
AOI
1006
Auto-Owners Insurance
Michigan
$706K – – –
III
1007
Independent Investors Inc
New York
$705K – – –
WCM
1008
Washburn Capital Management
Florida
$701K -$310K -3,290 -31%
MFC
1009
Mechanics Financial Corp
Ohio
$699K +$21.2K +225 +3%
CWP
1010
CFM Wealth Partners
Texas
$699K +$60.6K +644 +10%
SS
1011
Sunbelt Securities
Texas
$698K +$15K +159 +2%
MWM
1012
Mission Wealth Management
California
$695K +$34.3K +364 +5%
GM
1013
GeoWealth Management
Illinois
$693K +$451K +4,786 +186%
SIM
1014
Sentry Investment Management
Wisconsin
$687K – – –
WOC
1015
West Oak Capital
California
$685K +$111K +1,350 +19%
TFA
1016
Transamerica Financial Advisors
Florida
$681K -$12.2K -129 -2%
RR
1017
Robotti Robert
$679K – – –
CDH
1018
Charles D. Hyman
$677K – – –
RFA
1019
Resurgent Financial Advisors
Georgia
$673K -$142K -1,513 -17%
HBT
1020
Hills Bank & Trust
Iowa
$672K -$12.3K -131 -2%
RIA
1021
Regal Investment Advisors
Michigan
$670K +$292K +3,104 +77%
MIC
1022
Meridian Investment Counsel
California
$669K -$16.5K -175 -2%
TWM
1023
TriaGen Wealth Management
California
$669K – – –
CG
1024
Clifford Group
Massachusetts
$669K +$48K +510 +8%
RIL
1025
Rothschild Investment LLC
Illinois
$668K +$53K +563 +9%
39 40
41
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