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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 %
WAG
1476
Winthrop Advisory Group
Massachusetts
$208K +$208K +2,233 New
FAM
1477
Formidable Asset Management
Ohio
$208K +$208K +2,229 New
FCM
1478
Firestone Capital Management
Florida
$208K +$208K +2,229 New
CAM
1479
Cozad Asset Management
Illinois
$207K +$207K +2,220 New
BAM
1480
Brave Asset Management
New Jersey
$206K +$206K +2,209 New
GSIS
1481
Global Strategic Investment Solutions
Arizona
$206K +$206K +2,208 New
GIM
1482
Groesbeck Investment Management
New Jersey
$205K +$205K +2,200 New
MPW
1483
Monterey Private Wealth
California
$205K +$205K +2,195 New
CAMG
1484
CWA Asset Management Group
Florida
$205K +$205K +2,194 New
PRI
1485
Prepared Retirement Institute
Pennsylvania
$204K +$204K +2,190 New
TCPWM
1486
Traverso Chambers Private Wealth Management
California
$204K +$204K +2,183 New
HWM
1487
Hemington Wealth Management
Virginia
$203K +$203K +2,177 New
3IP
1488
3Chopt Investment Partners
Virginia
$203K +$203K +2,175 New
WMA
1489
Wealth Management Associates
New Jersey
$203K +$203K +2,172 New
Bank Julius Baer & Co
1490
Bank Julius Baer & Co
Switzerland
$202K +$127K +1,361 +168%
MBTD
1491
Mechanics Bank - Trust Department
California
$201K +$201K +2,152 New
Jones Financial Companies
1492
Jones Financial Companies
Missouri
$201K -$114K -1,219 -36%
SAM
1493
SignalPoint Asset Management
Missouri
$200K +$200K +2,147 New
M
1494
MOTCO
Texas
$198K -$13.1K -140 -6%
BBPWM
1495
Blue Bell Private Wealth Management
Pennsylvania
$196K – – –
BWAM
1496
Boyd Watterson Asset Management
Ohio
$196K -$1.96K -21 -1%
BWM
1497
BKM Wealth Management
Wisconsin
$194K +$194K +2,077 New
MIM
1498
Macroview Investment Management
Maryland
$193K -$10.4K -112 -5%
AI
1499
AXS Investments
New York
$193K -$22K -236 -10%
NICM
1500
Neo Ivy Capital Management
New York
$191K +$191K +2,044 New
58 59
60
61 62