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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 %
CWP
1026
CFM Wealth Partners
Texas
$632K +$45.1K +484 +8%
NHC
1027
Nicholas Hoffman & Company
Georgia
$628K +$56.2K +603 +10%
WOC
1028
West Oak Capital
California
$628K – – –
CH
1029
Canton Hathaway
Rhode Island
$627K – – –
TPW
1030
Transatlantique Private Wealth
New York
$626K -$18.8K -202 -3%
CA
1031
Claro Advisors
Massachusetts
$626K -$71.9K -771 -10%
BWG
1032
Beta Wealth Group
California
$626K +$75.2K +806 +14%
FFA
1033
First Foundation Advisors
California
$625K -$316K -3,393 -34%
NRS
1034
Neville Rodie & Shaw
New York
$622K -$116K -1,250 -16%
PTC
1035
Private Trust Company
Ohio
$619K -$117K -1,258 -16%
HA
1036
Harbor Advisors
Florida
$616K – – –
AWM
1037
Avior Wealth Management
Nebraska
$615K +$15.2K +163 +3%
CG
1038
Clifford Group
Massachusetts
$615K +$29K +311 +5%
AIM
1039
Anchor Investment Management
South Carolina
$611K +$43.2K +463 +8%
KA
1040
Kovack Advisors
Florida
$610K +$102K +1,091 +20%
TAM
1041
Titleist Asset Management
Texas
$610K -$68.2K -731 -10%
RIL
1042
Rothschild Investment LLC
Illinois
$609K +$2.33K +25 +0.4%
HPC
1043
HM Payson & Co
Maine
$608K -$37.3K -400 -6%
Focus Partners Wealth
1044
Focus Partners Wealth
Massachusetts
$608K +$608K +6,525 New
DWA
1045
Douglass Winthrop Advisors
New York
$608K +$32.9K +353 +6%
BFEC
1046
Benjamin F. Edwards & Company
Missouri
$606K +$80.8K +866 +15%
AIA
1047
Arbor Investment Advisors
North Carolina
$605K -$7.55K -81 -1%
LDB
1048
Lee, Danner & Bass
Tennessee
$603K -$2.33K -25 -0.4%
KFS
1049
Kurt F. Somerville
$600K -$932 -10 -0.2%
SCA
1050
Sippican Capital Advisors
Massachusetts
$600K +$35.2K +378 +6%
40 41
42
43 44