MS icon

Morgan Stanley
MS

Overview Fund Activity

1,778 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, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
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
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
2
Capital International Investors
California
$2.68B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$286M
5
Barclays
5
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
101
Allianz Asset Management
Germany
$86.4M 917,521 +613,109 +201%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$83.4M 886,705 -40,735 -4%
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$82.4M 874,685 +231,652 +36%
M&T Bank
104
M&T Bank
New York
$81.7M 867,706 +28,473 +3%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$81.4M 864,282 -6,156 -0.7%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$80.1M 850,449 +755,436 +795%
RC
107
RBF Capital
California
$76.3M 810,432 – –
DnB Asset Management
108
DnB Asset Management
Norway
$76.2M 809,645 +92,753 +13%
US Bancorp
109
US Bancorp
Minnesota
$73.8M 783,886 +17,355 +2%
Bessemer Group
110
Bessemer Group
New Jersey
$73.4M 779,451 +633,319 +433%
UM
111
UniSuper Management
Australia
$71.1M 754,631 +17,623 +2%
Pzena Investment Management
112
Pzena Investment Management
New York
$70.8M 751,834 +2,043 +0.3%
CIC
113
Chilton Investment Company
Connecticut
$69.9M 741,963 +329,508 +80%
Truist Financial
114
Truist Financial
North Carolina
$67.8M 719,784 -309,839 -30%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$66.9M 710,927 – –
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$65.7M 698,226 -12,320 -2%
Calamos Advisors
117
Calamos Advisors
Illinois
$65.5M 695,191 -46,329 -6%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$65.3M 693,610 +533 +0.1%
HighTower Advisors
119
HighTower Advisors
Illinois
$64.8M 687,823 -96,505 -12%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$64.7M 692,784 -3,921 -0.6%
RG
121
Rathbones Group
United Kingdom
$64.7M 686,897 +60,241 +10%
ATN
122
AMF Tjänstepension
Sweden
$64.6M 686,109 -36,639 -5%
FMI
123
Factory Mutual Insurance
Massachusetts
$63.1M 670,050 – –
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$61.9M 657,387 -1,212 -0.2%
ClearBridge Investments
125
ClearBridge Investments
New York
$61.2M 649,871 -24,184 -4%
3 4
5
6 7