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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
4
DZ Bank
DZ Bank
Germany
$123M
5
Franklin Resources
Franklin Resources
California
$786M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1551
TOBAM
France
$100K – – –
RA
1552
Rise Advisors
New York
$99.5K +$5.69K +61 +6%
PFA
1553
Pathway Financial Advisers
Indiana
$98.2K +$839 +9 +0.9%
CSC
1554
Caldwell Sutter Capital
California
$97.4K +$10.7K +115 +12%
CWC
1555
Carolinas Wealth Consulting
North Carolina
$97.3K +$3.26K +35 +3%
SWA
1556
SOA Wealth Advisors
New York
$94.3K +$187 +2 +0.2%
CNBTD
1557
Citizens National Bank Trust Department
Mississippi
$93.3K – – –
TWM
1558
Tradition Wealth Management
Minnesota
$93K -$13.6K -146 -13%
RA
1559
Rational Advisors
New York
$91.2K -$153K -1,644 -63%
FFC
1560
First Financial Corp
Indiana
$91.1K -$278K -2,985 -75%
BLC
1561
Brown, Lisle/Cummings
Rhode Island
$90.9K – – –
SIS
1562
Sound Income Strategies
Florida
$90.4K -$1.31K -14 -1%
GFPC
1563
Global Financial Private Client
Florida
$89.9K -$8.02K -86 -8%
FCMT
1564
Founders Capital Management (Texas)
Texas
$88.9K +$839 +9 +1%
RS
1565
Rakuten Securities
Japan
$86.5K +$86.5K +928 New
HFM
1566
Hartford Financial Management
Connecticut
$85.5K +$13K +139 +18%
FMII
1567
Farmers & Merchants Investments Inc
Nebraska
$84.9K -$31.2K -335 -27%
CW
1568
Cooksen Wealth
Texas
$84.2K +$84.2K +903 New
CWM
1569
Cranbrook Wealth Management
Michigan
$83K -$6.15K -66 -7%
TFIPS
1570
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.1K +$81.1K +870 New
CMA
1571
Cedar Mountain Advisors
Oregon
$80.9K -$11.1K -119 -12%
CFD
1572
Creative Financial Designs
Indiana
$80.3K +$6.71K +72 +9%
AWM
1573
Atticus Wealth Management
Florida
$79.7K -$1.59K -17 -2%
LTI
1574
Laffer Tengler Investments
Tennessee
$78.8K +$9.51K +102 +14%
CAM
1575
Creekmur Asset Management
Illinois
$78.5K +$78.5K +842 New
61 62
63
64 65