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Morgan Stanley
MS

1,757 hedge funds and large institutions have $129B invested in Morgan Stanley in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 601 increasing their positions, 713 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 122

29% more funds holding in top 10

Funds holding in top 10: 24 → 31 (+7)

14% more capital invested

Capital invested by funds: $113B → $129B (+$16.1B)

14% more call options, than puts

Call options by funds: $4.5B | Put options by funds: $3.95B

6% more funds holding

Funds holding: 1,664 → 1,757 (+93)

0.93% more ownership

Funds ownership: 83.24% → 84.17% (+0.93%)

16% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 713

Holders
1,757
Holders Change
+93
Holders Change %
+5.59%
% of All Funds
25.61%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.45%
New
245
Increased
601
Reduced
713
Closed
122
Calls
$4.5B
Puts
$3.95B
Net Calls
+$552M
Net Calls Change
+$460M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$440M
5
Invesco
Invesco
Georgia
+$328M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$623M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
4
DZ Bank
DZ Bank
Germany
-$373M
5
Franklin Resources
Franklin Resources
California
-$249M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1476
Birch Hill Investment Advisors
Massachusetts
$212K +$182K +2,271 New
AFA
1477
AA Financial Advisors
Ohio
$211K +$181K +2,267 New
HA
1478
HFG Advisors
Ohio
$211K +$181K +2,266 New
FCG
1479
Fielder Capital Group
Tennessee
$210K +$180K +2,249 New
PL
1480
Plancorp LLC
Missouri
$210K +$180K +2,247 New
BGAI
1481
Bruce G. Allen Investments
Colorado
$209K +$179K +2,243 New
UBV
1482
United Bank (Virginia)
Virginia
$209K +$179K +2,242 New
BHCM
1483
Brevan Howard Capital Management
Jersey
$209K -$332K -4,155 -65%
SWM
1484
Segment Wealth Management
Texas
$209K +$179K +2,241 New
WAG
1485
Winthrop Advisory Group
Massachusetts
$208K +$179K +2,233 New
FAM
1486
Formidable Asset Management
Ohio
$208K +$178K +2,229 New
FCM
1487
Firestone Capital Management
Florida
$208K +$178K +2,229 New
CAM
1488
Cozad Asset Management
Illinois
$207K +$178K +2,220 New
BAM
1489
Brave Asset Management
New Jersey
$206K +$177K +2,209 New
GSIS
1490
Global Strategic Investment Solutions
Arizona
$206K +$177K +2,208 New
GIM
1491
Groesbeck Investment Management
New Jersey
$205K +$176K +2,200 New
MPW
1492
Monterey Private Wealth
California
$205K +$176K +2,195 New
CAMG
1493
CWA Asset Management Group
Florida
$205K +$176K +2,194 New
PRI
1494
Prepared Retirement Institute
Pennsylvania
$204K +$175K +2,190 New
TCPWM
1495
Traverso Chambers Private Wealth Management
California
$204K +$175K +2,183 New
HWM
1496
Hemington Wealth Management
Virginia
$203K +$174K +2,177 New
3IP
1497
3Chopt Investment Partners
Virginia
$203K +$174K +2,175 New
WMA
1498
Wealth Management Associates
New Jersey
$203K +$174K +2,172 New
Bank Julius Baer & Co
1499
Bank Julius Baer & Co
Switzerland
$202K +$109K +1,361 +168%
MBTD
1500
Mechanics Bank - Trust Department
California
$201K +$172K +2,152 New
58 59
60
61 62

MS Hedge Fund Activity: Q4 2023 in Review

1,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2023, worth a combined $129B — up 14% from $113B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new MS positions and 122 closed out — a net gain of 123 holders — while 601 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $623M.

  • 1,757 institutional investors held Morgan Stanley (MS) as of Q4 2023, up from 1,664 in Q3 2023.
  • Funds reported $129B of Morgan Stanley stock for Q4 2023, up 14% quarter-over-quarter.
  • 245 funds opened new Morgan Stanley positions in Q4 2023 and 122 closed out, a net change of +123 holders.
  • The largest Morgan Stanley buyer in Q4 2023 was JP Morgan Chase, an estimated $578M added.
  • The largest Morgan Stanley seller in Q4 2023 was T. Rowe Price Associates, an estimated $623M sold.

Based on aggregated 13F filings for Q4 2023.