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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 %
BHBT
1051
Burke & Herbert Bank & Trust
Virginia
$598K – – –
KAS
1052
KPP Advisory Services
Kentucky
$595K +$653 +7 +0.1%
GBT
1053
Grove Bank & Trust
Florida
$591K +$375K +4,019 +173%
WIC
1054
Woodmont Investment Counsel
Tennessee
$590K +$590K +6,323 New
PFGIA
1055
Patriot Financial Group Insurance Agency
Massachusetts
$589K +$27K +290 +5%
CAM
1056
Cubic Asset Management
Massachusetts
$587K +$587K +6,296 New
NC
1057
Nightview Capital
Texas
$586K -$625K -6,700 -52%
KWM
1058
Kingsview Wealth Management
Oregon
$584K -$48.8K -523 -8%
CCM
1059
Carlson Capital Management
Minnesota
$584K -$18.6K -200 -3%
WF
1060
Welch & Forbes
Massachusetts
$583K -$80.1K -859 -12%
FDS
1061
First Dallas Securities
Texas
$583K -$640K -6,863 -52%
CWM
1062
Chicago Wealth Management
Illinois
$582K – – –
BTI
1063
Blue Trust Inc
Georgia
$582K +$123K +1,505 +27%
IWA
1064
Icon Wealth Advisors
Texas
$580K +$580K +6,217 New
EFS
1065
Essex Financial Services
Connecticut
$577K +$37.2K +399 +7%
VFA
1066
Voya Financial Advisors
Connecticut
$577K -$125K -1,332 -18%
UAML
1067
US Asset Management LLC
Pennsylvania
$576K +$576K +6,176 New
RCA
1068
Ranch Capital Advisors
Florida
$575K +$13.3K +143 +2%
LSPW
1069
Lake Street Private Wealth
Illinois
$573K -$50.4K -540 -8%
BFG
1070
Berger Financial Group
Minnesota
$572K +$44.9K +481 +9%
PWMG
1071
Prestige Wealth Management Group
New Jersey
$572K +$38.4K +412 +7%
CI
1072
CX Institutional
Indiana
$571K -$183K -1,965 -24%
MFIM
1073
Mesirow Financial Investment Management
Illinois
$570K +$570K +6,118 New
CBT
1074
Central Bank & Trust
Kentucky
$570K -$404K -4,328 -41%
BC
1075
Bridgefront Capital
Texas
$568K +$568K +6,088 New
41 42
43
44 45