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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 %
BHBT
1076
Burke & Herbert Bank & Trust
Virginia
$584K -$19.2K -204 -3%
CI
1077
CX Institutional
Indiana
$583K +$6.69K +71 +1%
PFGIA
1078
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$15.9K -169 -3%
LGA
1079
Lebenthal Global Advisors
New York
$578K +$24.9K +264 +4%
BPCE
1080
Bank Pictet & Cie (Europe)
Germany
$578K +$15.2K +161 +3%
SWP
1081
Strategic Wealth Partners
Ohio
$576K +$96.8K +1,028 +20%
UAML
1082
US Asset Management LLC
Pennsylvania
$576K -$5.75K -61 -1%
HPC
1083
HM Payson & Co
Maine
$574K -$39.6K -421 -6%
MM
1084
MQS Management
New York
$573K +$573K +6,087 New
OIM
1085
Orca Investment Management
Oregon
$571K -$80.6K -856 -12%
IWA
1086
IBEX Wealth Advisors
New Jersey
$570K +$570K +6,707 New
EFS
1087
Essex Financial Services
Connecticut
$570K -$12.6K -134 -2%
RLIM
1088
Red Lighthouse Investment Management
New York
$565K +$659 +7 +0.1%
ERIC
1089
Eagle Rock Investment Company
Georgia
$565K – – –
NC
1090
Nightview Capital
Texas
$564K -$28.2K -299 -5%
BEI
1091
Benjamin Edwards Inc
Missouri
$562K -$5.56K -59 -1%
CGIM
1092
Capital Group Investment Management
Singapore
$560K -$416K -4,422 -43%
CA
1093
Clearstead Advisors
Ohio
$559K +$11.4K +116 +2%
NHC
1094
Nicholas Hoffman & Company
Georgia
$558K -$76.8K -816 -12%
LFA
1095
Legacy Financial Advisors
Kentucky
$555K +$6.78K +72 +1%
SIA
1096
Strategic Investment Advisors
Michigan
$553K +$126K +1,340 +30%
SFB
1097
STAR Financial Bank
Indiana
$550K -$2.35K -25 -0.4%
BFG
1098
Berger Financial Group
Minnesota
$548K -$29K -308 -5%
CD
1099
Chapin Davis
Maryland
$547K -$19.2K -204 -3%
WCA
1100
Westover Capital Advisors
Delaware
$546K – – –
42 43
44
45 46