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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 %
SFS
1151
Strategic Financial Services
New York
$479K – – –
BCM
1152
BluePath Capital Management
Georgia
$477K +$107K +1,134 +29%
BFM
1153
Boston Financial Management
Massachusetts
$475K -$44K -467 -8%
ACM
1154
Arcataur Capital Management
Wisconsin
$475K – – –
HIA
1155
Harbor Investment Advisory
Maryland
$474K +$87.7K +931 +23%
NFC
1156
Northeast Financial Consultants
Connecticut
$473K -$482K -5,115 -50%
SW
1157
SlateStone Wealth
Florida
$472K +$21.8K +232 +5%
ZB
1158
Zions Bancorporation
Utah
$472K +$80.2K +852 +21%
DS
1159
DRW Securities
Illinois
$471K -$1.63M -17,329 -78%
GCM
1160
Glaxis Capital Management
Florida
$471K +$471K +5,000 New
PBO
1161
Peoples Bank (Ohio)
Ohio
$469K -$18.8K -200 -4%
SCTC
1162
Sanibel Captiva Trust Company
Florida
$469K +$3.11K +33 +0.7%
FDCP
1163
Foster Dykema Cabot & Partners
Massachusetts
$468K – – –
EA
1164
Everpar Advisors
Oklahoma
$467K -$443K -4,704 -49%
RMDI
1165
R.M. Davis Inc
Maine
$466K – – –
RFA
1166
Register Financial Advisors
Georgia
$465K +$86.4K +918 +23%
BB
1167
Bell Bank
North Dakota
$463K -$10.6K -113 -2%
AWA
1168
Arkadios Wealth Advisors
Georgia
$462K -$31.7K -337 -6%
EW
1169
Evexia Wealth
Wisconsin
$462K -$3.32M -38,556 -88%
AA
1170
Addison Advisors
Vermont
$462K +$7.34K +78 +2%
PB
1171
Pinnacle Bancorp
Nebraska
$461K -$51.6K -548 -10%
RCA
1172
Resonant Capital Advisors
Wisconsin
$461K +$221K +2,346 +92%
EFA
1173
Evernest Financial Advisors
Indiana
$458K +$77K +849 +20%
Fuller & Thaler Asset Management
1174
Fuller & Thaler Asset Management
California
$458K – – –
RCAG
1175
Rehmann Capital Advisory Group
Michigan
$457K -$17K -181 -4%
45 46
47
48 49