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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 %
SAM
1526
SignalPoint Asset Management
Missouri
$202K – – –
ONST
1527
Old North State Trust
North Carolina
$200K +$200K +2,124 New
M
1528
MOTCO
Texas
$199K -$659 -7 -0.3%
BWAM
1529
Boyd Watterson Asset Management
Ohio
$198K +$94 +1 +0%
MIM
1530
Macroview Investment Management
Maryland
$196K +$1.13K +12 +0.6%
CAL
1531
Capital Advisors Ltd
Ohio
$194K +$16.3K +173 +9%
PIA
1532
Perennial Investment Advisors
California
$194K +$194K +2,056 New
GIA
1533
GHP Investment Advisors
Colorado
$188K – – –
UCB
1534
United Community Bank
South Carolina
$188K +$1.51K +16 +0.8%
ACA
1535
Atlas Capital Advisors
Wyoming
$180K +$9.42K +100 +6%
MRCM
1536
M&R Capital Management
New Jersey
$178K -$12.5K -133 -7%
BSC
1537
Brown Shipley & Co
United Kingdom
$176K +$281 +3 +0.2%
GIM
1538
Gold Investment Management
Alberta, Canada
$175K +$1.22K +13 +0.7%
OIAM
1539
OFI Invest Asset Management
France
$174K -$26.5M -304,019 -99%
BBPWM
1540
Blue Bell Private Wealth Management
Pennsylvania
$171K -$27.9K -296 -14%
RFM
1541
Royal Fund Management
Florida
$166K -$19.4K -206 -10%
RA
1542
Rise Advisors
New York
$166K +$65.3K +693 +65%
GGI
1543
Godsey & Gibb Inc
Virginia
$159K -$1.32K -14 -0.8%
GAA
1544
Global Assets Advisory
Florida
$157K +$157K +14,684 New
GPFA
1545
Game Plan Financial Advisors
Ohio
$151K – – –
CM
1546
Capula Management
Cayman Islands
$150K +$150K +1,595 New
TIM
1547
Thompson Investment Management
Wisconsin
$147K +$188 +2 +0.1%
PPC
1548
Park Place Capital
Alabama
$147K -$7.91K -84 -5%
LTI
1549
Laffer Tengler Investments
Tennessee
$145K +$65.8K +699 +83%
PSB
1550
Piscataqua Savings Bank
New Hampshire
$145K – – –
60 61
62
63 64