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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 %
CHAM
1401
Clear Harbor Asset Management
Connecticut
$258K +$3.01K +32 +1%
JSC
1402
Jackson Square Capital
California
$258K – – –
FTIS
1403
First Trust Investment Solutions
Florida
$258K +$9.98K +106 +4%
PFA
1404
Pathway Financial Advisors
Vermont
$258K +$94 +1 +0%
DM
1405
Deerfield Management
New York
$257K +$257K +2,734 New
IIM
1406
InTrack Investment Management
Vermont
$257K +$257K +2,733 New
VCG
1407
Vantage Consulting Group
Virginia
$257K -$10.9K -116 -4%
PWM
1408
Paulson Wealth Management
Illinois
$257K – – –
CA
1409
Crewe Advisors
Utah
$257K +$257K +2,726 New
SRL
1410
Scientech Research LLC
New Jersey
$256K +$256K +2,720 New
BP
1411
Broadleaf Partners
Ohio
$256K – – –
HI
1412
Harbour Investments
Wisconsin
$255K +$32.1K +341 +14%
TA
1413
Tactive Advisors
Florida
$254K +$254K +2,700 New
FCH
1414
Freestone Capital Holdings
Washington
$253K -$149K -1,584 -37%
Kayne Anderson Rudnick Investment Management
1415
Kayne Anderson Rudnick Investment Management
California
$253K – – –
CP
1416
Castleview Partners
Texas
$252K +$61.6K +654 +32%
LS
1417
Livforsakringsbolaget Skandia
Sweden
$251K – – –
FSA
1418
Fort Sheridan Advisors
Illinois
$249K +$28.4K +302 +13%
EFG
1419
Everhart Financial Group
Ohio
$249K +$249K +2,645 New
SGI
1420
Summit Global Investments
Utah
$249K -$6.88K -73 -3%
AA
1421
Advisory Alpha
Michigan
$249K +$11K +117 +5%
HWMG
1422
Hurlow Wealth Management Group
Indiana
$249K +$1.41K +15 +0.6%
IEFM
1423
IQ EQ Fund Management
Ireland
$248K +$248K +2,637 New
BOPW
1424
Brandywine Oak Private Wealth
Pennsylvania
$247K – – –
IWP
1425
Invenio Wealth Partners
Florida
$247K +$7.91K +84 +3%
55 56
57
58 59