MS icon

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 %
CB
1226
CNB Bank
Pennsylvania
$378K – – –
WA
1227
Wealth Alliance
New York
$376K – – –
AIM
1228
Allen Investment Management
New York
$376K -$1.12M -11,970 -75%
EWA
1229
Exencial Wealth Advisors
Oklahoma
$375K +$11.4K +122 +3%
RFA
1230
Register Financial Advisors
Georgia
$375K +$261K +2,804 +231%
RIA
1231
Regal Investment Advisors
Michigan
$374K +$11.9K +128 +3%
MCCA
1232
Mill Creek Capital Advisors
Pennsylvania
$372K -$33.5K -359 -8%
AF
1233
Advisornet Financial
Minnesota
$370K +$37.8K +405 +11%
HIC
1234
Holderness Investments Company
North Carolina
$370K +$370K +3,968 New
HCM
1235
Hollencrest Capital Management
California
$369K +$20.8K +223 +6%
EB
1236
Eastern Bank
Massachusetts
$369K -$2.33K -25 -0.6%
ESB
1237
Essex Savings Bank
Connecticut
$368K +$368K +3,950 New
RWB
1238
RMR Wealth Builders
New Jersey
$367K +$16.3K +175 +5%
AC
1239
AlphaCore Capital
California
$366K -$270K -2,893 -42%
JE
1240
JMAC Enterprises
Pennsylvania
$364K +$112K +1,200 +44%
FC
1241
Forte Capital
New York
$363K -$4.66K -50 -1%
DWM
1242
Destination Wealth Management
California
$362K -$19.7K -211 -5%
SAM
1243
Shell Asset Management
Netherlands
$360K -$1.68M -17,984 -82%
BCM
1244
BluePath Capital Management
Georgia
$360K +$111K +1,213 +45%
FNB
1245
Farmers National Bank
Kentucky
$358K -$7.09K -76 -2%
JDR
1246
Jay D. Rosenbaum
$355K +$355K +3,810 New
AWG
1247
Altus Wealth Group
Colorado
$355K +$2.7K +29 +0.8%
CTC
1248
Cetera Trust Company
Minnesota
$355K +$355K +3,804 New
PCM
1249
Prelude Capital Management
New York
$354K +$90.1K +966 +34%
OA
1250
Operose Advisors
Wisconsin
$353K -$63.6K -682 -15%
48 49
50
51 52