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Morgan Stanley
MS

1,757 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 601 increasing their positions, 713 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 122

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

14% more capital invested

Capital invested by funds: $113B → $129B (+$16.1B)

14% more call options, than puts

Call options by funds: $4.5B | Put options by funds: $3.95B

6% more funds holding

Funds holding: 1,664 → 1,757 (+93)

0.93% more ownership

Funds ownership: 83.24% → 84.17% (+0.93%)

16% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 713

Holders
1,757
Holders Change
+93
Holders Change %
+5.59%
% of All Funds
25.61%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
245
Increased
601
Reduced
713
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$440M
5
Invesco
Invesco
Georgia
+$328M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$623M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
4
DZ Bank
DZ Bank
Germany
-$373M
5
Franklin Resources
Franklin Resources
California
-$249M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1326
Wimmer Associates 1
California
$289K -$7.2K -90 -3%
AWM
1327
Aprio Wealth Management
Georgia
$288K -$10.5K -131 -4%
TWM
1328
Trueblood Wealth Management
Ohio
$287K +$246K +3,080 New
PVI
1329
Pine Valley Investments
New Jersey
$285K +$37.3K +466 +18%
SC
1330
Sepio Capital
Utah
$285K +$33.5K +419 +16%
JCM
1331
Janney Capital Management
Pennsylvania
$283K -$22.7K -284 -9%
ZF
1332
Zhang Financial
Michigan
$282K +$242K +3,025 New
FOA
1333
Five Oceans Advisors
California
$282K +$240 +3 +0.1%
NWA
1334
Navis Wealth Advisors
New York
$282K +$2.32K +29 +1%
SFS
1335
Stiles Financial Services
Minnesota
$281K +$2.4K +30 +1%
FMTC
1336
Farmers & Merchants Trust Company
California
$281K -$12.6K -158 -5%
ORC
1337
O'Rourke & Company
Massachusetts
$281K +$1.52K +19 +0.6%
MF
1338
Manchester Financial
California
$281K -$960 -12 -0.4%
ECM
1339
Evergreen Capital Management
Washington
$280K -$260K -3,255 -52%
SOAMC
1340
Spirit of America Management Corp
New York
$280K – – –
EL
1341
EMFO LLC
Florida
$280K +$80K +1,000 +50%
PWM
1342
Proathlete Wealth Management
Florida
$278K +$238K +2,981 New
NPT
1343
National Philanthropic Trust
Pennsylvania
$278K +$238K +2,980 New
OCM
1344
Objective Capital Management
Ohio
$278K -$8.32K -104 -3%
ABC
1345
Associated Banc-Corp
Wisconsin
$277K +$20.8K +260 +10%
BFC
1346
Blue Fin Capital
Rhode Island
$276K +$237K +2,965 New
PEA
1347
Park Edge Advisors
Ohio
$275K -$425K -5,314 -64%
AAS
1348
Ameritas Advisory Services
Nebraska
$275K +$243K +3,035 New
MCM
1349
Manchester Capital Management
Vermont
$274K -$20.2K -252 -8%
FC
1350
Fulcrum Capital
Washington
$272K +$13K +162 +6%
52 53
54
55 56

MS Hedge Fund Activity: Q4 2023 in Review

1,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $129B — up 14% from $113B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new MS positions and 122 closed out — a net gain of 123 holders — while 601 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.

  • 1,757 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
  • Funds reported $129B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
  • 245 funds opened new Morgan Stanley positions in Q4 2023 and 122 closed out, a net change of +123 holders.
  • The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
  • The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.

Based on aggregated 13F filings for Q4 2023.