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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 %
PCH
1176
PGIM Custom Harvest
New Jersey
$456K +$456K +4,845 New
MWM
1177
Mosley Wealth Management
California
$456K -$12.8K -136 -3%
RL
1178
Rogco LP
Oklahoma
$455K +$53.7K +570 +13%
PIM
1179
Plato Investment Management
Australia
$450K +$269K +2,856 +148%
CCA
1180
Childress Capital Advisors
Texas
$449K -$29.7K -315 -6%
BWP
1181
BSW Wealth Partners
Colorado
$445K -$64.2K -682 -13%
I2I
1182
Insight 2811 Inc
Illinois
$445K +$1.88K +20 +0.4%
OWA
1183
One Wealth Advisors
California
$441K +$188K +2,002 +75%
PHS
1184
Pekin Hardy Strauss
Illinois
$439K -$798K -8,475 -65%
MFWP
1185
Mosaic Family Wealth Partners
Missouri
$437K -$15.6K -166 -3%
MW
1186
Marcum Wealth
Ohio
$435K +$13.9K +148 +3%
SAM
1187
Smartleaf Asset Management
Massachusetts
$433K +$171K +1,827 +65%
EWA
1188
Exencial Wealth Advisors
Oklahoma
$432K +$53.1K +564 +14%
GAG
1189
GM Advisory Group
New York
$432K -$91.2K -969 -17%
RIG
1190
Renaissance Investment Group
Massachusetts
$428K -$263K -2,790 -38%
DIP
1191
DT Investment Partners
Pennsylvania
$427K – – –
AGP
1192
Autumn Glory Partners
Texas
$427K – – –
CWM
1193
Connecticut Wealth Management
Connecticut
$423K -$96K -1,020 -18%
WGAM
1194
Wilkinson Global Asset Management
New York
$423K -$93.2K -990 -18%
LNB
1195
Ledyard National Bank
$423K -$23.5K -250 -5%
BWM
1196
Baron Wealth Management
Michigan
$422K +$282 +3 +0.1%
ST
1197
Smithfield Trust
Pennsylvania
$422K +$22.4K +239 +6%
MAM
1198
Meeder Asset Management
Ohio
$421K +$37.1K +394 +10%
CWM
1199
Cornerstone Wealth Management
Missouri
$421K +$7.82K +83 +2%
SAM
1200
Strategy Asset Managers
California
$419K +$565 +6 +0.1%
46 47
48
49 50