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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 %
OFW
1376
Omnia Family Wealth
Florida
$271K -$1.79K -19 -0.7%
IIM
1377
Ipswich Investment Management
Massachusetts
$270K – – –
BAAM
1378
Baker Avenue Asset Management
California
$269K +$38.3K +407 +17%
BA
1379
Bridgewater Associates
Connecticut
$268K -$154K -1,637 -37%
TNA
1380
True North Advisors
Texas
$268K +$11K +117 +4%
GD
1381
Grandfield & Dodd
New York
$267K -$51.8K -550 -16%
KC
1382
Kingfisher Capital
North Carolina
$266K – – –
AGWCA
1383
Annis Gardner Whiting Capital Advisors
Florida
$266K +$1.32K +14 +0.5%
LMKC
1384
L.M. Kohn & Company
Ohio
$265K +$3.67K +39 +1%
PF
1385
Phoenix Financial
Israel
$264K +$264K +2,817 New
AA
1386
Auxano Advisors
Washington
$263K +$263K +2,788 New
QWP
1387
Quotient Wealth Partners
Texas
$262K -$59.9K -636 -19%
TCM
1388
Tributary Capital Management
Nebraska
$262K -$9.42K -100 -3%
FGA
1389
Fortis Group Advisors
New Jersey
$262K -$1.41K -15 -0.5%
FCA
1390
FinTrust Capital Advisors
South Carolina
$261K +$94K +998 +56%
RIA
1391
Richwood Investment Advisors
Ohio
$260K -$37.8K -401 -13%
MAM
1392
McLean Asset Management
Virginia
$260K -$2.26K -24 -0.9%
OA
1393
Oracle Alpha
Ontario, Canada
$260K -$36.5K -388 -12%
PWP
1394
Perfromance Wealth Partners
Illinois
$260K -$7.34K -78 -3%
TW
1395
TritonPoint Wealth
Maryland
$260K -$8.05K -86 -3%
AI
1396
Accredited Investors
Minnesota
$259K -$60.3K -640 -19%
LSA
1397
Lion Street Advisors
Texas
$259K – – –
AAS
1398
Ameritas Advisory Services
Nebraska
$259K -$24.5K -262 -9%
EFSCE
1399
Enterprise Financial Services Corp (EFSC)
Missouri
$259K -$7.53K -80 -3%
SSWM
1400
Strait & Sound Wealth Management
California
$259K -$5.82K -67 -2%
54 55
56
57 58