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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 %
WCWM
1426
Willow Creek Wealth Management
California
$247K +$1.13K +12 +0.5%
SSB
1427
Sandy Spring Bank
Maryland
$246K +$27.7K +294 +13%
SWM
1428
Segment Wealth Management
Texas
$246K +$35.2K +374 +17%
PWA
1429
Prairie Wealth Advisors
Nebraska
$246K +$246K +2,615 New
WI
1430
WrapManager Inc
California
$246K -$17.4K -185 -7%
CFO
1431
CVA Family Office
Colorado
$246K +$3.01K +32 +1%
HCM
1432
Highlander Capital Management
New Jersey
$245K – – –
KFI
1433
Key Financial Inc
Pennsylvania
$244K +$377 +4 +0.2%
AFA
1434
AA Financial Advisors
Ohio
$243K +$29.4K +312 +14%
SMA
1435
Seven Mile Advisory
New Jersey
$242K +$26.9K +286 +13%
JWM
1436
Jackson Wealth Management
Florida
$242K -$2.62M -27,852 -92%
IGAM
1437
iA Global Asset Management
Quebec, Canada
$242K +$7.53K +80 +3%
WFI
1438
West Family Investments
California
$242K +$242K +2,566 New
HFS
1439
Howard Financial Services
Texas
$240K +$7.91K +84 +3%
SC
1440
Sepio Capital
Utah
$240K -$48K -510 -17%
TCWA
1441
Turtle Creek Wealth Advisors
Texas
$239K -$226K -2,395 -49%
NC
1442
NBW Capital
Massachusetts
$239K -$3.3K -35 -1%
PS
1443
Planned Solutions
California
$238K – – –
DAM
1444
Doheny Asset Management
California
$238K – – –
FZCM
1445
Flynn Zito Capital Management
New York
$238K – – –
BFA
1446
Bragg Financial Advisors
North Carolina
$237K – – –
MCM
1447
Marathon Capital Management
Maryland
$237K -$9.42K -100 -4%
LFG
1448
Larson Financial Group
Missouri
$236K +$89.8K +954 +62%
IIC
1449
Integrated Investment Consultants
Michigan
$235K -$6.4K -68 -3%
BMO
1450
Beck Mack & Oliver
New York
$235K – – –
56 57
58
59 60