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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 %
BEI
1076
Benjamin Edwards Inc
Missouri
$562K +$19K +204 +4%
CD
1077
Chapin Davis
Maryland
$561K +$2.98K +32 +0.5%
ACM
1078
Advisors Capital Management
New Jersey
$560K +$3.36K +36 +0.6%
ERIC
1079
Eagle Rock Investment Company
Georgia
$560K – – –
RLIM
1080
Red Lighthouse Investment Management
New York
$559K +$187 +2 +0%
MP
1081
McDonald Partners
Ohio
$558K -$176K -1,892 -24%
BPCE
1082
Bank Pictet & Cie (Europe)
Germany
$558K -$22K -236 -4%
WBG
1083
Wharton Business Group
Pennsylvania
$554K – – –
LCGC
1084
Legacy Capital Group California
California
$551K -$1.4K -15 -0.3%
LWM
1085
Laidlaw Wealth Management
New York
$550K -$24.1K -258 -4%
LGA
1086
Lebenthal Global Advisors
New York
$548K -$48.4K -519 -8%
PCM
1087
Penserra Capital Management
California
$547K -$121K -1,296 -18%
SFB
1088
STAR Financial Bank
Indiana
$547K +$126K +1,350 +30%
CF
1089
Cantor Fitzgerald
New York
$546K +$112K +1,197 +26%
BSW
1090
Buckingham Strategic Wealth
Missouri
$545K +$71.7K +769 +15%
CFP
1091
Catalyst Financial Partners
Massachusetts
$543K +$14.9K +160 +3%
LFA
1092
Legacy Financial Advisors
Kentucky
$543K +$24.3K +261 +5%
WCA
1093
Westover Capital Advisors
Delaware
$541K +$9.61K +103 +2%
BWP
1094
Barlow Wealth Partners
Kentucky
$539K +$539K +5,782 New
HWA
1095
Heritage Wealth Advisors
Virginia
$538K +$653 +7 +0.1%
CS
1096
Capital Square
Tennessee
$537K +$537K +5,759 New
WE
1097
Wealth Effects
Massachusetts
$537K +$4.76K +51 +0.9%
AFG
1098
Atomi Financial Group
New York
$536K +$257K +2,753 +92%
WWM
1099
Western Wealth Management
Colorado
$536K +$63.7K +683 +13%
RSS
1100
Rosenblum Silverman Sutton
California
$535K -$2.8K -30 -0.5%
42 43
44
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