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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 %
GEA
1451
Glen Eagle Advisors
New Jersey
$220K -$33K -354 -13%
DCM
1452
DGS Capital Management
New Jersey
$220K -$38.7K -415 -15%
NSB
1453
Norway Savings Bank
Maine
$219K -$9.33K -100 -4%
KP
1454
Keel Point
Alabama
$219K -$48.1K -516 -18%
KF
1455
KKM Financial
Illinois
$219K +$219K +2,345 New
FSA
1456
Fort Sheridan Advisors
Illinois
$219K +$219K +2,345 New
NDSI
1457
Newman Dignan & Sheerar Inc
Rhode Island
$217K +$217K +2,328 New
BWM
1458
Baystate Wealth Management
Massachusetts
$217K +$3.73K +40 +2%
SSB
1459
Sandy Spring Bank
Maryland
$216K -$4.01K -43 -2%
PWA
1460
Primoris Wealth Advisors
Florida
$215K +$215K +2,305 New
SCP
1461
Sivia Capital Partners
California
$214K +$214K +2,299 New
PP
1462
Pegasus Partners
Wisconsin
$213K +$213K +2,288 New
PWP
1463
Phillips Wealth Planners
Mississippi
$213K +$213K +2,542 New
SMA
1464
Seven Mile Advisory
New Jersey
$213K +$213K +2,287 New
HWM
1465
Horizon Wealth Management
Illinois
$213K +$213K +2,287 New
MWA
1466
Midland Wealth Advisors
Illinois
$213K +$213K +2,286 New
BHIA
1467
Birch Hill Investment Advisors
Massachusetts
$212K +$212K +2,271 New
AFA
1468
AA Financial Advisors
Ohio
$211K +$211K +2,267 New
HA
1469
HFG Advisors
Ohio
$211K +$211K +2,266 New
FCG
1470
Fielder Capital Group
Tennessee
$210K +$210K +2,249 New
PL
1471
Plancorp LLC
Missouri
$210K +$210K +2,247 New
BGAI
1472
Bruce G. Allen Investments
Colorado
$209K +$209K +2,243 New
UBV
1473
United Bank (Virginia)
Virginia
$209K +$209K +2,242 New
BHCM
1474
Brevan Howard Capital Management
Jersey
$209K -$387K -4,155 -65%
SWM
1475
Segment Wealth Management
Texas
$209K +$209K +2,241 New
57 58
59
60 61