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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 %
FFM
1101
Fullerton Fund Management
Singapore
$546K -$27.5M -291,553 -98%
WBG
1102
Wharton Business Group
Pennsylvania
$545K -$14.1K -150 -3%
HWA
1103
Heritage Wealth Advisors
Virginia
$544K +$659 +7 +0.1%
CS
1104
Capital Square
Tennessee
$542K – – –
WE
1105
Wealth Effects
Massachusetts
$542K – – –
LSPW
1106
Lake Street Private Wealth
Illinois
$542K -$36.7K -390 -6%
CFP
1107
Catalyst Financial Partners
Massachusetts
$541K +$16.2K +180 +3%
RSS
1108
Rosenblum Silverman Sutton
California
$541K – – –
RWA
1109
Redhawk Wealth Advisors
Minnesota
$539K +$96.5K +1,025 +22%
CA
1110
Calton & Associates
Florida
$538K +$91K +967 +20%
BONST
1111
Bank of Nova Scotia Trust
Ontario, Canada
$537K +$15.8K +168 +3%
AWA
1112
Aaron Wealth Advisors
Illinois
$537K +$134K +1,427 +33%
RCA
1113
Ranch Capital Advisors
Florida
$536K -$44.7K -475 -8%
LCGC
1114
Legacy Capital Group California
California
$536K -$20.3K -216 -4%
MGIA
1115
Moneta Group Investment Advisors
Missouri
$533K -$407K -4,318 -43%
LIA
1116
LS Investment Advisors
Michigan
$532K +$9.42K +100 +2%
CFMC
1117
Curbstone Financial Management Corp
New Hampshire
$530K – – –
MSA
1118
Marino Stram & Associates
Massachusetts
$527K -$212K -2,250 -29%
KWM
1119
Kingsview Wealth Management
Oregon
$525K -$64.8K -688 -11%
EHWM
1120
Eads & Heald Wealth Management
Georgia
$524K +$1.79K +19 +0.3%
MP
1121
McDonald Partners
Ohio
$523K -$40.3K -428 -7%
BG
1122
Bahl & Gaynor
Ohio
$522K +$9.32K +99 +2%
SC
1123
Syon Capital
California
$520K -$480K -5,101 -48%
GC
1124
Gratus Capital
Georgia
$517K +$517K +5,492 New
FA
1125
Financial Advisors
Massachusetts
$516K – – –
43 44
45
46 47