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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 %
FA
1326
Fiducient Advisors
Illinois
$303K -$9.32K -99 -3%
OL
1327
OneFund LLC
Florida
$302K -$10.9K -117 -4%
EB
1328
Eastern Bank
Massachusetts
$301K -$71.2K -756 -19%
NWA
1329
Navis Wealth Advisors
New York
$298K +$13.5K +143 +5%
FAFN
1330
First Affirmative Financial Network
Colorado
$298K -$15.1K -160 -5%
TC
1331
Trilogy Capital
California
$297K +$4.71K +50 +2%
MCM
1332
Manchester Capital Management
Vermont
$295K +$19K +202 +7%
FMTC
1333
Farmers & Merchants Trust Company
California
$295K +$11K +117 +4%
CA
1334
Continuum Advisory
Idaho
$294K -$151K -1,534 -34%
SCM
1335
SOL Capital Management
Maryland
$294K – – –
NB
1336
Northwest Bancshares
Pennsylvania
$294K +$70.5K +749 +32%
FIB
1337
First Interstate Bank
Montana
$291K -$942 -10 -0.3%
DJSG
1338
D.J. St. Germain
Massachusetts
$291K +$43.5K +462 +18%
WAG
1339
Wallace Advisory Group
California
$291K +$16.7K +179 +6%
TWM
1340
Trueblood Wealth Management
Ohio
$290K – – –
NCTC
1341
New Covenant Trust Company
Indiana
$290K +$290K +3,079 New
CBFP
1342
Cedar Brook Financial Partners
Ohio
$290K -$38.8K -412 -12%
HAS
1343
HBW Advisory Services
California
$289K – – –
MF
1344
Manchester Financial
California
$288K +$4.43K +47 +2%
BFC
1345
Bedel Financial Consulting
Indiana
$287K -$30.3K -322 -10%
LIG
1346
Lokken Investment Group
Delaware
$287K -$5.46K -58 -2%
RWP
1347
RWA Wealth Partners
Massachusetts
$287K -$34.8K -370 -11%
OIA
1348
Optimum Investment Advisors
Illinois
$287K +$165K +1,750 +135%
Jones Financial Companies
1349
Jones Financial Companies
Missouri
$287K +$84.6K +898 +42%
DFG
1350
Delta Financial Group
New Jersey
$287K -$18.8K -200 -6%
52 53
54
55 56