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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 %
FOA
1326
Five Oceans Advisors
California
$282K +$280 +3 +0.1%
NWA
1327
Navis Wealth Advisors
New York
$282K +$2.7K +29 +1%
SFS
1328
Stiles Financial Services
Minnesota
$281K +$2.8K +30 +1%
FMTC
1329
Farmers & Merchants Trust Company
California
$281K -$14.7K -158 -5%
ORC
1330
O'Rourke & Company
Massachusetts
$281K +$1.77K +19 +0.6%
MF
1331
Manchester Financial
California
$281K -$1.12K -12 -0.4%
ECM
1332
Evergreen Capital Management
Washington
$280K -$304K -3,255 -52%
SOAMC
1333
Spirit of America Management Corp
New York
$280K – – –
EL
1334
EMFO LLC
Florida
$280K +$93.3K +1,000 +50%
PWM
1335
Proathlete Wealth Management
Florida
$278K +$278K +2,981 New
OCM
1336
Objective Capital Management
Ohio
$278K -$9.7K -104 -3%
ABC
1337
Associated Banc-Corp
Wisconsin
$277K +$24.2K +260 +10%
BFC
1338
Blue Fin Capital
Rhode Island
$276K +$276K +2,965 New
PEA
1339
Park Edge Advisors
Ohio
$275K -$496K -5,314 -64%
AAS
1340
Ameritas Advisory Services
Nebraska
$275K +$275K +3,035 New
MCM
1341
Manchester Capital Management
Vermont
$274K -$23.5K -252 -8%
FC
1342
Fulcrum Capital
Washington
$272K +$15.1K +162 +6%
AT
1343
American Trust
Kentucky
$271K +$271K +2,901 New
OFW
1344
Omnia Family Wealth
Florida
$270K – – –
VA
1345
Valmark Advisers
Ohio
$269K -$2.33K -25 -0.9%
TCM
1346
Tributary Capital Management
Nebraska
$269K -$6.53K -70 -2%
IIM
1347
Ipswich Investment Management
Massachusetts
$267K – – –
TW
1348
TritonPoint Wealth
Maryland
$267K +$267K +2,861 New
VCG
1349
Vantage Consulting Group
Virginia
$265K -$5.41K -58 -2%
PWP
1350
Perfromance Wealth Partners
Illinois
$265K +$3.73K +40 +1%
52 53
54
55 56