MS icon

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 %
BMM
1101
Buffington Mohr McNeal
Idaho
$529K -$18.7K -200 -3%
AP
1102
Americana Partners
Texas
$529K +$210K +4,873 +66%
NG
1103
Norden Group
Utah
$526K -$145K -1,558 -22%
CFMC
1104
Curbstone Financial Management Corp
New Hampshire
$525K +$9.33K +100 +2%
SRC
1105
Shufro Rose & Co
New York
$524K – – –
GL
1106
Graypoint LLC
New York
$523K -$102K -1,093 -16%
Two Sigma Advisers
1107
Two Sigma Advisers
New York
$522K +$522K +5,600 New
CA
1108
Clearstead Advisors
Ohio
$518K -$450K -4,824 -46%
GAG
1109
GM Advisory Group
New York
$518K +$518K +5,552 New
LIA
1110
LS Investment Advisors
Michigan
$518K – – –
EHWM
1111
Eads & Heald Wealth Management
Georgia
$517K +$28.5K +306 +6%
BONST
1112
Bank of Nova Scotia Trust
Ontario, Canada
$516K -$10.2K -109 -2%
BFM
1113
Boston Financial Management
Massachusetts
$514K +$2.7K +29 +0.5%
CWM
1114
Connecticut Wealth Management
Connecticut
$514K -$170K -1,823 -25%
DA
1115
Denali Advisors
California
$513K -$149K -1,600 -23%
WGAM
1116
Wilkinson Global Asset Management
New York
$511K -$6.06K -65 -1%
FA
1117
Financial Advisors
Massachusetts
$511K -$373 -4 -0.1%
PB
1118
Pinnacle Bancorp
Nebraska
$508K +$29.1K +312 +6%
BG
1119
Bahl & Gaynor
Ohio
$508K -$109K -1,167 -18%
BWP
1120
BSW Wealth Partners
Colorado
$504K -$18.5K -198 -4%
AFP
1121
Ausdal Financial Partners
Iowa
$503K -$839 -9 -0.2%
SMWM
1122
Silvia McColl Wealth Management
California
$496K – – –
NFA
1123
Northern Financial Advisors
Michigan
$495K -$158K -1,697 -24%
NS
1124
NBC Securities
Alabama
$493K -$37.3K -400 -7%
AWA
1125
Arkadios Wealth Advisors
Georgia
$489K -$30.5K -327 -6%
43 44
45
46 47