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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 %
PP
1126
PDS Planning
Ohio
$515K +$33.8K +359 +7%
M1FG
1127
Mach-1 Financial Group
Arkansas
$515K -$1.07M -11,405 -68%
DWA
1128
Douglass Winthrop Advisors
New York
$514K -$100K -1,062 -16%
ATC
1129
Adirondack Trust Company
New York
$513K -$7.44K -79 -1%
FAT
1130
First American Trust
California
$512K +$512K +5,442 New
GFP
1131
Gryphon Financial Partners
Ohio
$510K -$878K -9,322 -63%
LC
1132
Lindbrook Capital
California
$506K +$17.3K +184 +4%
CP
1133
Canopy Partners
Ohio
$504K +$114K +1,210 +29%
HCP
1134
Hexagon Capital Partners
Arkansas
$502K +$52.3K +555 +12%
CT
1135
Cambridge Trust
Massachusetts
$502K +$18.6K +198 +4%
CL
1136
Choreo LLC
Illinois
$502K +$27.4K +291 +6%
ORAM
1137
One River Asset Management
Connecticut
$502K +$502K +5,330 New
NFA
1138
Northern Financial Advisors
Michigan
$500K – – –
BWP
1139
Barlow Wealth Partners
Kentucky
$498K – – –
GL
1140
Graypoint LLC
New York
$498K -$29.7K -315 -6%
ACM
1141
Advisors Capital Management
New Jersey
$496K -$69K -733 -12%
MSFS
1142
Main Street Financial Solutions
Pennsylvania
$495K +$41.9K +445 +9%
IWM
1143
Integris Wealth Management
California
$493K – – –
VCM
1144
Vivaldi Capital Management
Illinois
$487K -$38K -387 -7%
SMWM
1145
Silvia McColl Wealth Management
California
$487K – – –
OC
1146
Oakworth Capital
Alabama
$484K +$235K +2,500 +95%
FMWA
1147
Forvis Mazars Wealth Advisors
Missouri
$482K +$136K +1,442 +39%
WH
1148
Willner & Heller
California
$482K +$10.2K +108 +2%
CRI
1149
Colonial River Investments
Virginia
$482K +$79K +839 +20%
AFP
1150
Ausdal Financial Partners
Iowa
$482K -$26.1K -277 -5%
44 45
46
47 48