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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 %
IIC
1401
Integrated Investment Consultants
Michigan
$239K -$44.7K -479 -16%
NC
1402
NBW Capital
Massachusetts
$239K -$35.6K -382 -13%
RCA
1403
Resonant Capital Advisors
Wisconsin
$238K -$22.6K -242 -9%
IWP
1404
Invenio Wealth Partners
Florida
$237K +$237K +2,543 New
PS
1405
Planned Solutions
California
$236K – – –
AA
1406
Advisory Alpha
Michigan
$236K +$236K +2,527 New
BFA
1407
Beaumont Financial Advisors
Massachusetts
$235K +$235K +2,524 New
JCM
1408
Jacobi Capital Management
Pennsylvania
$235K +$235K +2,523 New
FZCM
1409
Flynn Zito Capital Management
New York
$235K +$93 +1 +0%
BFA
1410
Bragg Financial Advisors
North Carolina
$235K -$28K -300 -11%
DAM
1411
Doheny Asset Management
California
$235K – – –
WG
1412
Welch Group
Alabama
$235K – – –
PA
1413
PSI Advisors
Florida
$235K +$26.1K +280 +13%
PVH
1414
Psagot Value Holdings
Israel
$234K – – –
S
1415
Sachetta
Massachusetts
$234K +$234K +2,505 New
BMO
1416
Beck Mack & Oliver
New York
$233K – – –
AGM
1417
Alpine Global Management
New York
$233K +$233K +2,499 New
ICP
1418
Interchange Capital Partners
Pennsylvania
$233K -$47.4K -514 -17%
AMBIA
1419
Allen Mooney & Barnes Investment Advisors
Georgia
$232K +$466 +5 +0.2%
IGAM
1420
iA Global Asset Management
Quebec, Canada
$232K -$5.54M -59,490 -96%
VNA
1421
Valley National Advisers
Pennsylvania
$232K -$75.2K -807 -24%
AFC
1422
AFT Forsyth & Company
Florida
$232K +$232K +2,485 New
NEWAS
1423
N.E.W. Advisory Services
Wisconsin
$231K +$280 +3 +0.1%
RWA
1424
River Wealth Advisors
Pennsylvania
$230K +$230K +2,466 New
HFS
1425
Howard Financial Services
Texas
$229K +$229K +2,461 New
55 56
57
58 59