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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 %
LAM
1201
L2 Asset Management
Massachusetts
$419K +$31.7K +337 +8%
RVPG
1202
Relative Value Partners Group
$419K +$2.79K +32 +0.7%
HSA
1203
HBK Sorce Advisory
Pennsylvania
$418K -$6.12K -65 -1%
HI
1204
Hudock Inc
Pennsylvania
$417K +$19.6K +208 +5%
RP
1205
Riverwater Partners
Wisconsin
$417K -$34.9K -371 -8%
BOH
1206
Bank of Hawaii
Hawaii
$417K +$98K +1,041 +31%
TIA
1207
Tiemann Investment Advisors
California
$417K -$3.3K -35 -0.8%
BBWA
1208
Bell & Brown Wealth Advisors
California
$414K -$4.24K -45 -1%
IIA
1209
IPG Investment Advisors
California
$412K – – –
ACM
1210
Allred Capital Management
Texas
$412K -$847 -9 -0.2%
FC
1211
Forte Capital
New York
$409K +$42.4K +450 +12%
AL
1212
Aspiriant LLC
California
$408K +$5.27K +56 +1%
SMA
1213
Sage Mountain Advisors
Georgia
$406K +$63.7K +676 +19%
PFP
1214
Pinnacle Financial Partners
Tennessee
$406K +$89.6K +952 +28%
CBT
1215
Central Bank & Trust
Kentucky
$405K -$170K -1,808 -30%
EP
1216
Edgestream Partners
New Jersey
$405K +$149K +1,580 +58%
SDIC
1217
South Dakota Investment Council
South Dakota
$405K – – –
PIA
1218
Powell Investment Advisors
Florida
$405K +$3.96K +42 +1%
TAM
1219
Titleist Asset Management
Texas
$404K -$211K -2,246 -34%
SVWAG
1220
Sound View Wealth Advisors Group
Georgia
$404K -$7.53K -80 -2%
IA
1221
IFP Advisors
Florida
$404K -$257K -2,730 -39%
ANBTV
1222
American National Bank & Trust (Virginia)
Virginia
$402K +$402K +4,269 New
FFG
1223
Fortem Financial Group
California
$398K +$58.4K +620 +17%
SM
1224
Salzhauer Michael
$398K – – –
PCMC
1225
Private Capital Management (Colorado)
Colorado
$395K +$96K +1,020 +32%
47 48
49
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