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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 %
MC
1051
Moors & Cabot
Massachusetts
$618K -$208K -2,205 -25%
VWA
1052
Visionary Wealth Advisors
Illinois
$618K -$37.4K -397 -6%
CC
1053
Corton Capital
Ontario, Canada
$617K -$61.2K -650 -9%
EFMC
1054
Empire Financial Management Company
New York
$616K -$28.8K -306 -4%
FFA
1055
First Foundation Advisors
California
$614K -$17K -181 -3%
PCS
1056
Personal CFO Solutions
New Jersey
$613K -$36.8K -391 -6%
AIA
1057
Arbor Investment Advisors
North Carolina
$612K +$1.32K +14 +0.2%
SEIA
1058
Signature Estate & Investment Advisors
California
$607K -$576K -6,119 -49%
BOS
1059
Bank of Stockton
California
$606K +$135K +1,435 +29%
PWLP
1060
Prio Wealth Limited Partnership
Massachusetts
$606K -$63.7K -676 -10%
KFS
1061
Kurt F. Somerville
$605K – – –
SCA
1062
Sippican Capital Advisors
Massachusetts
$605K – – –
SRC
1063
Shufro Rose & Co
New York
$605K – – –
WWM
1064
Western Wealth Management
Colorado
$602K +$60.4K +641 +11%
BTI
1065
Blue Trust Inc
Georgia
$602K -$69.3K -736 -10%
AIM
1066
Anchor Investment Management
South Carolina
$596K -$21.3K -226 -3%
GBT
1067
Grove Bank & Trust
Florida
$595K -$1.98K -21 -0.3%
BWG
1068
Beta Wealth Group
California
$595K -$37.3K -396 -6%
CPIG
1069
Chicago Partners Investment Group
Illinois
$593K +$593K +6,326 New
CAM
1070
Cubic Asset Management
Massachusetts
$593K – – –
WF
1071
Welch & Forbes
Massachusetts
$590K +$942 +10 +0.2%
IWA
1072
Icon Wealth Advisors
Texas
$588K +$2.92K +31 +0.5%
CWM
1073
Chicago Wealth Management
Illinois
$588K – – –
BIP
1074
Blueprint Investment Partners
North Carolina
$586K +$323K +3,432 +123%
GVAG
1075
Great Valley Advisor Group
Delaware
$586K -$211K -2,236 -26%
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