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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 %
SFS
1351
Stiles Financial Services
Minnesota
$287K +$2.64K +28 +0.9%
ABC
1352
Associated Banc-Corp
Wisconsin
$286K +$6.12K +65 +2%
WA
1353
Waddell & Associates
Tennessee
$286K +$1.32K +14 +0.5%
ZF
1354
Zhang Financial
Michigan
$285K +$471 +5 +0.2%
ORC
1355
O'Rourke & Company
Massachusetts
$285K +$1.32K +14 +0.5%
CG
1356
Cutler Group
California
$285K +$285K +3,029 New
WA1
1357
Wimmer Associates 1
California
$285K -$7.06K -75 -2%
OCM
1358
Objective Capital Management
Ohio
$284K +$3.3K +35 +1%
FOA
1359
Five Oceans Advisors
California
$284K -$847 -9 -0.3%
IBOK
1360
Independence Bank of Kentucky
Kentucky
$283K +$55.6K +590 +24%
SOAMC
1361
Spirit of America Management Corp
New York
$282K – – –
EL
1362
EMFO LLC
Florida
$282K – – –
PWM
1363
Proathlete Wealth Management
Florida
$282K +$1.79K +19 +0.6%
KP
1364
Keel Point
Alabama
$281K +$60.5K +642 +27%
PEA
1365
Park Edge Advisors
Ohio
$279K +$2.07K +22 +0.7%
V
1366
ViaWealth
Kansas
$279K -$37.8K -402 -12%
BFC
1367
Blue Fin Capital
Rhode Island
$279K – – –
PA
1368
PFG Advisors
Arizona
$279K +$56.6K +601 +25%
AC
1369
AlphaCore Capital
California
$277K -$92.5K -983 -25%
Walleye Trading
1370
Walleye Trading
New York
$277K +$277K +2,942 New
MIS
1371
Morningstar Investment Services
Illinois
$277K -$18.7K -200 -6%
FC
1372
Fulcrum Capital
Washington
$275K – – –
FA
1373
FDx Advisors
Illinois
$273K -$393K -4,169 -59%
VA
1374
Valmark Advisers
Ohio
$271K – – –
PVI
1375
Pine Valley Investments
New Jersey
$271K -$16.8K -178 -6%
53 54
55
56 57