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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
25.57%
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 %
FAG
1251
Fortitude Advisory Group
Washington
$352K +$3.54K +38 +1%
MA
1252
MCF Advisors
Kentucky
$352K – – –
OMC
1253
Overbrook Management Corp
New York
$351K – – –
MHR
1254
Matthew Hamilton Rosenberg
$351K -$8.86K -95 -2%
AWA
1255
Amplius Wealth Advisors
Pennsylvania
$349K -$2.33K -25 -0.7%
FMWA
1256
Forvis Mazars Wealth Advisors
Missouri
$343K -$326K -3,495 -49%
NL
1257
NWAM LLC
Washington
$342K +$13.1K +140 +4%
FFBTD
1258
First Financial Bank - Trust Division
Ohio
$342K +$93 +1 +0%
EP
1259
Eudaimonia Partners
Tennessee
$341K -$26.6K -285 -7%
HGA
1260
Hobbs Group Advisors
South Carolina
$340K +$340K +3,650 New
FFG
1261
Frisch Financial Group
New York
$340K +$1.21K +13 +0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
1262
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$340K -$3.37M -36,177 -91%
SMA
1263
Sage Mountain Advisors
Georgia
$339K -$75.7K -812 -18%
CW
1264
CreativeOne Wealth
Kansas
$338K +$338K +3,616 New
PNC
1265
Park National Corp
Ohio
$337K -$18.7K -200 -5%
FFG
1266
Fortem Financial Group
California
$336K -$71.8K -770 -18%
WSCM
1267
Wellington Shields Capital Management
New York
$336K +$90.5K +970 +37%
AA
1268
Alta Advisers
United Kingdom
$336K – – –
CWM
1269
Centric Wealth Management
Illinois
$334K -$8.33K -97 -2%
QFA
1270
Quantum Financial Advisors
California
$333K -$64.5K -692 -16%
BBA
1271
BLB&B Advisors
Pennsylvania
$332K -$2.8K -30 -0.8%
Cohen & Steers
1272
Cohen & Steers
New York
$331K – – –
DIA
1273
Davidson Investment Advisors
Montana
$331K -$16.4K -176 -5%
CWM
1274
Circle Wealth Management
New Jersey
$331K – – –
CSB
1275
City State Bank
Iowa
$330K +$3.91K +42 +1%
49 50
51
52 53