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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 %
GFG
1301
Goldstone Financial Group
Illinois
$308K +$18.5K +198 +6%
JWM
1302
JGP Wealth Management
Oregon
$307K +$1.59K +17 +0.5%
RIM
1303
Redwood Investment Management
Arizona
$306K +$306K +3,279 New
DFG
1304
Delta Financial Group
New Jersey
$303K -$9.33K -100 -3%
GPA
1305
Guerra Pan Advisors
New Jersey
$302K – – –
MWPCG
1306
Measured Wealth Private Client Group
New Hampshire
$301K -$32.8K -352 -10%
PCMC
1307
Private Capital Management (Colorado)
Colorado
$296K +$13.8K +148 +5%
MIS
1308
Morningstar Investment Services
Illinois
$296K +$296K +3,161 New
RIA
1309
Richwood Investment Advisors
Ohio
$295K -$12.1K -130 -4%
OA
1310
Oracle Alpha
Ontario, Canada
$294K +$294K +3,148 New
PI
1311
PineBridge Investments
New York
$292K +$11.6K +124 +4%
WA
1312
Waddell & Associates
Tennessee
$292K -$121K -1,250 -29%
RIM
1313
Rakuten Investment Management
Japan
$291K +$291K +3,110 New
SCM
1314
SOL Capital Management
Maryland
$291K – – –
LIG
1315
Lokken Investment Group
Delaware
$290K -$525K -5,626 -64%
TC
1316
Trilogy Capital
California
$290K +$9.33K +100 +3%
FIB
1317
First Interstate Bank
Montana
$289K -$191K -2,050 -40%
HAS
1318
HBW Advisory Services
California
$289K -$176K -1,890 -38%
WA1
1319
Wimmer Associates 1
California
$289K -$8.39K -90 -3%
AWM
1320
Aprio Wealth Management
Georgia
$288K -$12.2K -131 -4%
TWM
1321
Trueblood Wealth Management
Ohio
$287K +$287K +3,080 New
PVI
1322
Pine Valley Investments
New Jersey
$285K +$43.5K +466 +18%
SC
1323
Sepio Capital
Utah
$285K +$39.1K +419 +16%
JCM
1324
Janney Capital Management
Pennsylvania
$283K -$26.4K -284 -9%
ZF
1325
Zhang Financial
Michigan
$282K +$282K +3,025 New
51 52
53
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