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 %
PWPS
1251
Pinnacle Wealth Planning Services
Ohio
$361K -$481K -5,111 -57%
FCB
1252
First County Bank
Connecticut
$358K -$52.1K -553 -13%
CTC
1253
Cetera Trust Company
Minnesota
$358K – – –
AF
1254
Advisornet Financial
Minnesota
$357K -$16.7K -177 -4%
TWM
1255
Tanager Wealth Management
United Kingdom
$357K +$357K +3,794 New
BPCA
1256
Bank Pictet & Cie (Asia)
Singapore
$357K -$1.27M -13,454 -78%
MFG
1257
Mosaic Financial Group
Illinois
$357K +$357K +3,792 New
FIM
1258
Freedom Investment Management
Connecticut
$355K +$355K +3,774 New
JIC
1259
Johnson Investment Counsel
Ohio
$355K -$31.8K -338 -8%
OMC
1260
Overbrook Management Corp
New York
$354K – – –
CWM
1261
Centric Wealth Management
Illinois
$354K +$182 +2 +0.1%
MTIC
1262
Missouri Trust & Investment Company
Missouri
$353K +$35.3K +375 +11%
LA
1263
Legacy Advisors
Pennsylvania
$353K +$36.1K +383 +11%
AWG
1264
Altus Wealth Group
Colorado
$352K -$6.22K -66 -2%
MHR
1265
Matthew Hamilton Rosenberg
$352K +$187 +2 +0.1%
NL
1266
NWAM LLC
Washington
$351K -$287 -3 -0.1%
SFM
1267
Signet Financial Management
New Jersey
$351K -$5.41M -57,442 -94%
CWM
1268
Circle Wealth Management
New Jersey
$351K +$16.6K +176 +5%
GS
1269
GTS Securities
New York
$350K -$3.2M -33,971 -90%
AWA
1270
Amplius Wealth Advisors
Pennsylvania
$350K -$2.64K -28 -0.7%
AA
1271
Apriem Advisors
California
$349K +$18.8K +200 +6%
WSFS
1272
Wilmington Savings Fund Society
Delaware
$349K +$349K +3,709 New
ECM
1273
Evergreen Capital Management
Washington
$348K +$65.1K +691 +23%
WA
1274
Wealth Alliance
New York
$347K -$32.9K -349 -9%
EP
1275
Eudaimonia Partners
Tennessee
$346K +$2.26K +24 +0.7%
49 50
51
52 53