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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 %
SCTC
1151
Sanibel Captiva Trust Company
Florida
$461K +$461K +4,945 New
TCWA
1152
Turtle Creek Wealth Advisors
Texas
$460K +$460K +4,929 New
WP
1153
WealthSource Partners
California
$456K -$126K -1,354 -22%
Fuller & Thaler Asset Management
1154
Fuller & Thaler Asset Management
California
$454K +$95.6K +1,025 +27%
AA
1155
Addison Advisors
Vermont
$450K +$20.3K +218 +5%
AWM
1156
Arista Wealth Management
Nevada
$449K – – –
VCM
1157
Vivaldi Capital Management
Illinois
$449K +$45.3K +540 +11%
MSFS
1158
Main Street Financial Solutions
Pennsylvania
$449K -$1.77K -19 -0.4%
MFWP
1159
Mosaic Family Wealth Partners
Missouri
$449K +$9.51K +102 +2%
RP
1160
Riverwater Partners
Wisconsin
$448K -$58.7K -629 -12%
SCM
1161
Suvretta Capital Management
New York
$448K +$448K +4,800 New
SW
1162
SlateStone Wealth
Florida
$446K -$28.6K -307 -6%
HCP
1163
Hexagon Capital Partners
Arkansas
$446K +$186 +2 +0%
AC
1164
Avestar Capital
New York
$445K +$148K +1,585 +50%
RVPG
1165
Relative Value Partners Group
$445K +$183K +1,959 +70%
CA
1166
Calton & Associates
Florida
$443K +$443K +4,752 New
LNB
1167
Ledyard National Bank
$442K – – –
I2I
1168
Insight 2811 Inc
Illinois
$438K -$11.6K -124 -3%
RWA
1169
Redhawk Wealth Advisors
Minnesota
$438K -$11.7K -125 -3%
BOS
1170
Bank of Stockton
California
$427K +$120K +1,403 +39%
Acadian Asset Management
1171
Acadian Asset Management
Massachusetts
$424K +$83.3K +895 +24%
CA
1172
Continuum Advisory
Idaho
$423K +$11.2K +120 +3%
SIA
1173
Strategic Investment Advisors
Michigan
$423K -$104K -1,116 -20%
HSA
1174
HBK Sorce Advisory
Pennsylvania
$420K -$19.2K -206 -4%
VH
1175
Visionary Horizons
Tennessee
$419K +$419K +4,494 New
45 46
47
48 49