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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 %
HWM
1476
Horizon Wealth Management
Illinois
$223K +$7.91K +84 +4%
SAM
1477
Shell Asset Management
Netherlands
$223K -$152K -1,568 -41%
AIA
1478
Angeles Investment Advisors
California
$222K -$7.91K -84 -3%
AWA
1479
Alta Wealth Advisors
Massachusetts
$222K +$222K +2,360 New
PL
1480
Plancorp LLC
Missouri
$221K +$9.7K +103 +5%
KF
1481
KKM Financial
Illinois
$221K – – –
AA
1482
Argent Advisors
Louisiana
$220K -$32K -340 -13%
NDSI
1483
Newman Dignan & Sheerar Inc
Rhode Island
$219K – – –
MBTD
1484
Mechanics Bank - Trust Department
California
$219K +$16.4K +174 +8%
FAM
1485
Formidable Asset Management
Ohio
$218K +$7.91K +84 +4%
AMBIA
1486
Allen Mooney & Barnes Investment Advisors
Georgia
$217K +$955 +11 +0.4%
PWA
1487
Primoris Wealth Advisors
Florida
$217K – – –
MWA
1488
Midland Wealth Advisors
Illinois
$217K +$1.6K +17 +0.7%
BFG
1489
Bouchey Financial Group
New York
$216K +$216K +2,294 New
PAS
1490
Point72 Asia (Singapore)
Singapore
$216K +$216K +2,293 New
PP
1491
Pegasus Partners
Wisconsin
$215K – – –
FCG
1492
Fielder Capital Group
Tennessee
$215K +$3.67K +39 +2%
BFA
1493
Beaumont Financial Advisors
Massachusetts
$214K -$23.7K -252 -10%
SCP
1494
Sivia Capital Partners
California
$214K -$2.83K -30 -1%
MWM
1495
Maltin Wealth Management
New Jersey
$213K -$486K -5,163 -70%
MAG
1496
MRA Advisory Group
New Jersey
$213K +$213K +2,261 New
SAG
1497
SageView Advisory Group
California
$212K -$3.68M -10,259 -95%
PWMG
1498
Prestige Wealth Management Group
New Jersey
$211K -$366K -3,887 -63%
UBV
1499
United Bank (Virginia)
Virginia
$211K – – –
HA
1500
HFG Advisors
Ohio
$211K -$2.45K -26 -1%
58 59
60
61 62