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 %
FNB
1276
Farmers National Bank
Kentucky
$346K -$15.3K -163 -4%
MWPCG
1277
Measured Wealth Private Client Group
New Hampshire
$344K +$40.6K +431 +13%
WA
1278
Waverly Advisors
Alabama
$344K +$344K +3,652 New
APP
1279
Avantax Planning Partners
Iowa
$344K -$48.4K -514 -12%
CWG
1280
Cornerstone Wealth Group
North Carolina
$343K +$343K +3,647 New
CCG
1281
Catalina Capital Group
California
$342K +$342K +3,633 New
CA
1282
Cornerstone Advisory
Maryland
$342K +$116K +1,235 +52%
WEG
1283
World Equity Group
Illinois
$342K +$342K +3,637 New
DIA
1284
Davidson Investment Advisors
Montana
$341K +$7.06K +75 +2%
FFBTD
1285
First Financial Bank - Trust Division
Ohio
$341K -$4.14K -44 -1%
MA
1286
MCF Advisors
Kentucky
$341K -$15.1K -160 -4%
DCM
1287
DGS Capital Management
New Jersey
$340K +$118K +1,252 +53%
WSCM
1288
Wellington Shields Capital Management
New York
$340K – – –
FFG
1289
Frisch Financial Group
New York
$339K -$5.09K -54 -1%
AA
1290
Alta Advisers
United Kingdom
$339K – – –
RWB
1291
RMR Wealth Builders
New Jersey
$337K -$33.2K -353 -9%
QFA
1292
Quantum Financial Advisors
California
$336K -$283 -3 -0.1%
VAS
1293
Vestmark Advisory Solutions
Massachusetts
$335K -$67.1K -713 -17%
Cohen & Steers
1294
Cohen & Steers
New York
$335K – – –
RC
1295
Roundview Capital
New Jersey
$334K -$133K -1,416 -29%
AWM
1296
Aprio Wealth Management
Georgia
$333K +$42K +446 +14%
JAG
1297
Journey Advisory Group
Kentucky
$331K +$17.1K +182 +5%
GFG
1298
Goldstone Financial Group
Illinois
$329K +$18.5K +196 +6%
ACM
1299
AlphaStar Capital Management
North Carolina
$328K +$328K +3,484 New
TC
1300
Truvestments Capital
Florida
$327K +$274K +2,914 +523%
50 51
52
53 54