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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 %
AWA
1126
Arete Wealth Advisors
Illinois
$489K -$3.99K -46 -0.8%
IWM
1127
Integris Wealth Management
California
$488K – – –
LC
1128
Lindbrook Capital
California
$484K -$39.2K -420 -7%
PBO
1129
Peoples Bank (Ohio)
Ohio
$483K -$2.33K -25 -0.5%
LC
1130
Lavaca Capital
Texas
$483K -$57.4K -616 -11%
CT
1131
Cambridge Trust
Massachusetts
$479K -$12.7K -136 -3%
PP
1132
PDS Planning
Ohio
$477K -$14.3K -153 -3%
ATC
1133
Adirondack Trust Company
New York
$476K -$13.8K -160 -3%
SWP
1134
Strategic Wealth Partners
Ohio
$475K -$38.7K -415 -8%
CCA
1135
Childress Capital Advisors
Texas
$474K -$352K -3,780 -43%
SFS
1136
Strategic Financial Services
New York
$474K – – –
ACM
1137
Arcataur Capital Management
Wisconsin
$471K -$1.87K -20 -0.4%
CL
1138
Choreo LLC
Illinois
$470K +$43.2K +463 +10%
RCAG
1139
Rehmann Capital Advisory Group
Michigan
$470K -$7.83K -84 -2%
BB
1140
Bell Bank
North Dakota
$469K -$58.7K -630 -11%
CWM
1141
C2C Wealth Management
Arizona
$469K -$10.9K -116 -2%
EWG
1142
Executive Wealth Group
Washington
$468K +$5.04K +54 +1%
WH
1143
Willner & Heller
California
$467K +$467K +5,009 New
FFS
1144
Founders Financial Securities
Maryland
$466K +$466K +4,994 New
MWM
1145
Mosley Wealth Management
California
$464K +$464K +4,976 New
OCBCO
1146
Oversea-Chinese Banking Corp (OCBC)
Singapore
$464K -$96.3K -1,030 -17%
FDCP
1147
Foster Dykema Cabot & Partners
Massachusetts
$463K +$463K +4,968 New
RC
1148
Roundview Capital
New Jersey
$463K -$89.1K -955 -16%
RMDI
1149
R.M. Davis Inc
Maine
$461K – – –
BCM
1150
BlueCrest Capital Management
Jersey
$461K -$546K -5,850 -54%
44 45
46
47 48