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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 %
MHWM
1501
Montz Harcus Wealth Management
Louisiana
$210K +$210K +2,232 New
VNA
1502
Valley National Advisers
Pennsylvania
$210K -$24.1K -256 -10%
FCM
1503
Firestone Capital Management
Florida
$210K +$94 +1 +0%
BGAI
1504
Bruce G. Allen Investments
Colorado
$209K -$1.98K -21 -0.9%
AI
1505
AXS Investments
New York
$208K +$13.5K +143 +7%
AAF
1506
Andra AP-fonden
Sweden
$208K +$208K +2,211 New
MPW
1507
Monterey Private Wealth
California
$208K +$1.13K +12 +0.5%
KA
1508
Klingman & Associates
New York
$208K +$208K +2,206 New
GEA
1509
Glen Eagle Advisors
New Jersey
$208K -$14.1K -150 -6%
RIA
1510
Realta Investment Advisors
Delaware
$208K +$208K +2,204 New
BWM
1511
BKM Wealth Management
Wisconsin
$208K +$12K +127 +6%
DMBA
1512
Deseret Mutual Benefit Administrators
Utah
$207K +$16.5K +175 +9%
GIM
1513
Groesbeck Investment Management
New Jersey
$207K – – –
CWM
1514
Centurion Wealth Management
Virginia
$207K +$207K +2,194 New
1WA
1515
180 Wealth Advisors
Washington
$206K +$206K +2,191 New
ET
1516
Equitable Trust
Tennessee
$206K +$206K +2,191 New
PRI
1517
Prepared Retirement Institute
Pennsylvania
$206K – – –
WG
1518
Welch Group
Alabama
$205K -$32K -340 -13%
CCFM
1519
Clear Creek Financial Management
Washington
$205K +$205K +2,176 New
CCG
1520
Coastwise Capital Group
California
$205K -$17.8K -189 -8%
LAM
1521
Lifestyle Asset Management
Texas
$205K -$22.3K -237 -10%
BHIA
1522
Birch Hill Investment Advisors
Massachusetts
$204K -$9.42K -100 -4%
FIC
1523
FCG Investment Company
Tennessee
$204K +$204K +2,163 New
BSSFA
1524
Baron Silver Stevens Financial Advisors
Florida
$203K +$203K +2,159 New
BMCM
1525
Bryn Mawr Capital Management
Pennsylvania
$202K +$202K +2,148 New
59 60
61
62 63