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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 %
RA
1176
RFG Advisory
Alabama
$418K -$70.1K -752 -14%
BA
1177
Bridgewater Associates
Connecticut
$418K +$119K +1,280 +40%
BWM
1178
Baron Wealth Management
Michigan
$418K +$1.87K +20 +0.4%
MW
1179
Marcum Wealth
Ohio
$417K -$24.2K -260 -5%
TIA
1180
Tiemann Investment Advisors
California
$416K -$46.6K -500 -10%
SAM
1181
Strategy Asset Managers
California
$415K -$131K -1,402 -24%
BBWA
1182
Bell & Brown Wealth Advisors
California
$415K +$415K +4,445 New
MYIA
1183
Mount Yale Investment Advisors
Colorado
$413K -$465K -4,982 -53%
LCM
1184
Landscape Capital Management
New Jersey
$409K +$409K +4,391 New
CWM
1185
Cornerstone Wealth Management
Missouri
$409K -$66.3K -711 -14%
ACM
1186
Allred Capital Management
Texas
$409K – – –
IIA
1187
IPG Investment Advisors
California
$408K -$32.5K -348 -7%
SVWAG
1188
Sound View Wealth Advisors Group
Georgia
$408K +$66.8K +716 +20%
FWIA
1189
Fort Washington Investment Advisors
Ohio
$407K -$56K -600 -12%
FCB
1190
First County Bank
Connecticut
$407K -$3.17K -34 -0.8%
JCIA
1191
Jackson Creek Investment Advisors
Colorado
$406K -$14.3K -153 -3%
XSC
1192
X-Square Capital
Puerto Rico
$402K -$65.9K -707 -14%
SDIC
1193
South Dakota Investment Council
South Dakota
$401K +$401K +4,300 New
RSWM
1194
Robertson Stephens Wealth Management
California
$400K -$4.76K -51 -1%
CRI
1195
Colonial River Investments
Virginia
$399K -$66.1K -709 -14%
AL
1196
Aspiriant LLC
California
$399K +$14.1K +151 +4%
FCH
1197
Freestone Capital Holdings
Washington
$399K +$16.8K +180 +4%
AWA
1198
Aaron Wealth Advisors
Illinois
$398K -$117K -1,258 -23%
VAS
1199
Vestmark Advisory Solutions
Massachusetts
$398K +$398K +4,272 New
RL
1200
Rogco LP
Oklahoma
$398K +$261K +2,802 +192%
46 47
48
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