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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
1
JPMorgan Chase & Co
New York
$5.59B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.09B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.59B
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$513M
5
Invesco
5
Invesco
Georgia
$1B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
4
DZ Bank
Germany
$123M
5
Franklin Resources
5
Franklin Resources
California
$786M
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
1526
JTC Employer Solutions Trustee
Jersey
$140K – – –
MMG
1527
Monetary Management Group
Missouri
$140K – – –
CFGS
1528
Concourse Financial Group Securities
Alabama
$140K -$2.52K -27 -2%
GG
1529
Gleason Group
Kentucky
$134K +$1.4K +15 +1%
RBC
1530
Roble Belko & Company
Pennsylvania
$131K – – –
APW
1531
Austin Private Wealth
Texas
$129K +$129K +1,382 New
SPWM
1532
Spartan Planning & Wealth Management
North Carolina
$129K +$129K +1,379 +68,950%
WTA
1533
Washington Trust Advisors
Massachusetts
$128K +$1.4K +15 +1%
KC
1534
Knuff & Co
California
$128K +$70.9K +760 +125%
GWSG
1535
GPS Wealth Strategies Group
Colorado
$127K -$1.27M -13,662 -91%
SCM
1536
Silvant Capital Management
Georgia
$127K – – –
CQS
1537
Credential Qtrade Securities
$123K – – –
OIA
1538
Optimum Investment Advisors
Illinois
$121K -$93.3K -1,001 -44%
AAG
1539
Armstrong Advisory Group
Massachusetts
$117K – – –
DAC
1540
Dividend Assets Capital
South Carolina
$115K – – –
ITIM
1541
Indiana Trust & Investment Management
Indiana
$114K – – –
RMC
1542
Resources Management Corp
Connecticut
$113K – – –
MCM
1543
MV Capital Management
Maryland
$112K +$1.21K +13 +1%
MS
1544
Mizuho Securities
Japan
$112K +$112K +1,200 New
HDIM
1545
Hanson & Doremus Investment Management
Vermont
$111K – – –
CWM
1546
Compass Wealth Management
Connecticut
$110K – – –
WPA
1547
West Paces Advisors
Georgia
$109K +$3.26K +35 +3%
PAG
1548
Paladin Advisory Group
Iowa
$108K – – –
JWA
1549
JFS Wealth Advisors
Pennsylvania
$106K -$559 -6 -0.5%
CB
1550
Centennial Bank
Arkansas
$104K +$7.93K +85 +8%
60 61
62
63 64