MS icon

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 %
XSC
1226
X-Square Capital
Puerto Rico
$392K +$91 +1 +0%
SCI
1227
Silver Coast Investments
United States
$391K -$1.51K -16 -0.4%
MCCA
1228
Mill Creek Capital Advisors
Pennsylvania
$390K +$15.2K +161 +4%
AWAP
1229
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$389K – – –
JCIA
1230
Jackson Creek Investment Advisors
Colorado
$389K -$21K -223 -5%
MAM
1231
Morse Asset Management
Connecticut
$387K -$8.48K -90 -2%
SFP
1232
Shepherd Financial Partners
Massachusetts
$384K +$377 +4 +0.1%
H
1233
HoyleCohen
California
$383K +$659 +7 +0.2%
PNC
1234
Park National Corp
Ohio
$382K +$41.8K +444 +12%
TWP
1235
Triad Wealth Partners
Kansas
$381K +$381K +4,047 New
AIM
1236
Allen Investment Management
New York
$380K – – –
BCM
1237
Brown Capital Management
Maryland
$379K -$2.83K -30 -0.7%
AWM
1238
Angeles Wealth Management
California
$375K +$112K +1,190 +43%
HIC
1239
Holderness Investments Company
North Carolina
$374K – – –
DWM
1240
Destination Wealth Management
California
$373K +$8.19K +87 +2%
VFA
1241
Voya Financial Advisors
Connecticut
$373K -$203K -2,175 -35%
MAWA
1242
Moss Adams Wealth Advisors
Washington
$372K +$372K +3,946 New
NRS
1243
Neville Rodie & Shaw
New York
$370K -$259K -2,750 -41%
ESB
1244
Essex Savings Bank
Connecticut
$368K – – –
HIC
1245
Hartline Investment Corp
Illinois
$367K -$2.07M -21,958 -85%
BCA
1246
Bay Colony Advisors
Massachusetts
$367K -$14.3K -152 -4%
FWIA
1247
Fort Washington Investment Advisors
Ohio
$367K -$44.3K -470 -11%
AC
1248
Allstate Corporation
Illinois
$366K -$26.9K -286 -7%
KA
1249
Kovack Advisors
Florida
$363K -$253K -2,683 -41%
MC
1250
Marest Capital
California
$363K +$363K +3,855 New
48 49
50
51 52