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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
$5.59B
2
Morgan Stanley
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
DZ Bank
Germany
$123M
5
Franklin Resources
Franklin Resources
California
$786M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
1351
Kingfisher Capital
North Carolina
$264K – – –
EFSCE
1352
Enterprise Financial Services Corp (EFSC)
Missouri
$264K -$11.6K -124 -4%
BWCS
1353
Beirne Wealth Consulting Services
Connecticut
$263K +$263K +2,817 New
AGWCA
1354
Annis Gardner Whiting Capital Advisors
Florida
$262K -$93 -1 -0%
WI
1355
WrapManager Inc
California
$261K -$21.2K -227 -8%
BIP
1356
Blueprint Investment Partners
North Carolina
$261K +$261K +2,795 New
ES
1357
Eagle Strategies
New York
$261K +$2.89K +31 +1%
AWM
1358
Angeles Wealth Management
California
$260K +$260K +2,789 New
MAM
1359
McLean Asset Management
Virginia
$260K +$17.4K +187 +7%
LMKC
1360
L.M. Kohn & Company
Ohio
$259K +$259K +2,781 New
LSA
1361
Lion Street Advisors
Texas
$259K -$328K -3,513 -56%
ALAM
1362
Asahi Life Asset Management
Japan
$259K +$12.1K +130 +5%
SAM
1363
Smartleaf Asset Management
Massachusetts
$259K +$259K +2,800 New
ECM
1364
ExodusPoint Capital Management
New York
$259K -$12.6M -134,590 -98%
SSWM
1365
Strait & Sound Wealth Management
California
$257K -$10.6K -125 -4%
AC
1366
ASB Consultores
Florida
$256K -$201K -2,158 -44%
JSC
1367
Jackson Square Capital
California
$256K -$55.2K -592 -18%
PFA
1368
Pathway Financial Advisors
Vermont
$255K – – –
TNA
1369
True North Advisors
Texas
$254K +$1.68K +18 +0.7%
PWM
1370
Paulson Wealth Management
Illinois
$254K +$254K +2,727 New
EP
1371
Edgestream Partners
New Jersey
$254K -$1.29M -13,887 -84%
BP
1372
Broadleaf Partners
Ohio
$254K – – –
CWM
1373
Curi Wealth Management
North Carolina
$253K +$253K +2,715 New
SGI
1374
Summit Global Investments
Utah
$253K +$2.33K +25 +0.9%
CHAM
1375
Clear Harbor Asset Management
Connecticut
$253K -$326K -3,500 -56%
53 54
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