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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 %
PFWA
1276
Paces Ferry Wealth Advisors
Georgia
$328K -$20.3K -218 -6%
AA
1277
Apriem Advisors
California
$327K +$6.99K +75 +2%
ANBT
1278
American National Bank & Trust
Texas
$324K -$75.1K -805 -19%
PWMG
1279
Provence Wealth Management Group
California
$322K +$295K +3,159 +1,074%
RWP
1280
RWA Wealth Partners
Massachusetts
$319K +$319K +3,423 New
AF
1281
Alerus Financial
North Dakota
$319K -$16.3K -175 -5%
QWP
1282
Quotient Wealth Partners
Texas
$319K +$319K +3,419 New
SCM
1283
SKBA Capital Management
California
$317K -$69.9K -750 -18%
AI
1284
Accredited Investors
Minnesota
$317K -$8.39K -90 -3%
BOH
1285
Bank of Hawaii
Hawaii
$316K +$9.14K +98 +3%
GD
1286
Grandfield & Dodd
New York
$316K -$69.3K -743 -18%
CBFP
1287
Cedar Brook Financial Partners
Ohio
$316K +$8.87K +98 +3%
MSAM
1288
Moloney Securities Asset Management
Missouri
$315K +$27.4K +294 +10%
BFC
1289
Bedel Financial Consulting
Indiana
$315K +$93 +1 +0%
MTIC
1290
Missouri Trust & Investment Company
Missouri
$315K -$56K -600 -15%
DSC
1291
Duncker Streett & Co
Missouri
$314K -$18.7K -200 -6%
V
1292
ViaWealth
Kansas
$314K -$110K -1,178 -26%
LA
1293
Legacy Advisors
Pennsylvania
$314K +$314K +3,365 New
PFP
1294
Pinnacle Financial Partners
Tennessee
$313K +$56K +600 +22%
OL
1295
OneFund LLC
Florida
$312K +$312K +3,341 New
JAG
1296
Journey Advisory Group
Kentucky
$311K +$93 +1 +0%
CIC
1297
Crawford Investment Counsel
Georgia
$311K +$6.53K +70 +2%
RMAM
1298
Raab & Moskowitz Asset Management
New Jersey
$310K -$4.66K -50 -1%
FAFN
1299
First Affirmative Financial Network
Colorado
$310K -$3.64K -39 -1%
FA
1300
Fiducient Advisors
Illinois
$310K -$1.4K -15 -0.4%
50 51
52
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