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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 %
CST
1026
Charles Schwab Trust
Nevada
$667K -$44.3K -470 -6%
PTC
1027
Private Trust Company
Ohio
$665K +$39.5K +419 +6%
NB
1028
NBT Bank
New York
$662K -$5.65K -60 -0.8%
KNW
1029
Kesler Norman & Wride
Utah
$661K -$35.6K -378 -5%
CA
1030
Claro Advisors
Massachusetts
$659K +$26.9K +286 +4%
LA
1031
LexAurum Advisors
Kansas
$659K -$753 -8 -0.1%
BSW
1032
Buckingham Strategic Wealth
Missouri
$659K +$109K +1,158 +20%
Financial Engines Advisors
1033
Financial Engines Advisors
California
$659K +$659K +6,994 New
RSWM
1034
Robertson Stephens Wealth Management
California
$655K +$251K +2,666 +62%
QP
1035
Quilter Plc
United Kingdom
$653K -$10.8K -115 -2%
IA
1036
IFG Advisors
Missouri
$653K – – –
TPW
1037
Transatlantique Private Wealth
New York
$651K +$19.2K +204 +3%
CAG
1038
Csenge Advisory Group
Florida
$650K -$260K -2,759 -29%
HW
1039
Hancock Whitney
Mississippi
$650K -$391K -4,151 -38%
AFG
1040
Atomi Financial Group
New York
$649K +$108K +1,142 +20%
IC
1041
Inscription Capital
Texas
$648K +$648K +6,878 New
NAS
1042
Nicolet Advisory Services
Wisconsin
$647K -$130K -1,387 -17%
SB
1043
Strategic Blueprint
Georgia
$644K -$7.06K -75 -1%
BCM
1044
Brookstone Capital Management
Illinois
$635K -$53.3K -566 -8%
AIA
1045
Affinity Investment Advisors
California
$635K -$3.77K -40 -0.6%
SPIS
1046
Steward Partners Investment Solutions
Oregon
$633K +$633K +6,725 New
CH
1047
Canton Hathaway
Rhode Island
$633K – – –
KAS
1048
KPP Advisory Services
Kentucky
$630K +$29.5K +313 +5%
Los Angeles Capital Management
1049
Los Angeles Capital Management
California
$626K -$3.97M -42,133 -86%
HA
1050
Harbor Advisors
Florida
$622K – – –
40 41
42
43 44