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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
$4.04B
2
Capital International Investors
Capital International Investors
California
$2.68B
3
Norges Bank
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$286M
5
Barclays
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
Capital Research Global Investors
California
$972M
4
Morgan Stanley
Morgan Stanley
New York
$563M
5
State Street
State Street
Massachusetts
$10.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
1551
JTC Employer Solutions Trustee
Jersey
$140K – – –
CFGS
1552
Concourse Financial Group Securities
Alabama
$137K -$4.14K -44 -3%
GG
1553
Gleason Group
Kentucky
$136K +$1.41K +15 +1%
RTC
1554
Riverview Trust Company
Washington
$134K +$134K +1,422 New
WTA
1555
Washington Trust Advisors
Massachusetts
$133K +$3.48K +37 +3%
C
1556
Covestor
United Kingdom
$133K +$69.8K +739 +110%
RBC
1557
Roble Belko & Company
Pennsylvania
$132K – – –
KC
1558
Knuff & Co
California
$129K – – –
SCM
1559
Silvant Capital Management
Georgia
$128K – – –
GWSG
1560
GPS Wealth Strategies Group
Colorado
$126K -$1.79K -19 -1%
ITIM
1561
Indiana Trust & Investment Management
Indiana
$126K +$11.4K +121 +10%
HBW
1562
Hazlett, Burt & Watson
West Virginia
$124K -$20.2K -217 -14%
CQS
1563
Credential Qtrade Securities
$124K – – –
EC
1564
EntryPoint Capital
New York
$122K +$122K +1,296 New
WPA
1565
West Paces Advisors
Georgia
$121K +$11.1K +118 +10%
VAG
1566
VisionPoint Advisory Group
Texas
$119K +$47.4K +503 +66%
AAG
1567
Armstrong Advisory Group
Massachusetts
$117K – – –
Acadian Asset Management
1568
Acadian Asset Management
Massachusetts
$117K -$310K -3,308 -73%
JWA
1569
JFS Wealth Advisors
Pennsylvania
$116K +$8.47K +90 +8%
RMC
1570
Resources Management Corp
Connecticut
$114K – – –
CWM
1571
Compass Wealth Management
Connecticut
$111K – – –
FFC
1572
First Financial Corp
Indiana
$111K +$19K +202 +21%
PAG
1573
Paladin Advisory Group
Iowa
$108K – – –
WR
1574
WD Rutherford
Oregon
$107K +$107K +1,135 New
GPI
1575
General Partner Inc
Pennsylvania
$104K +$93.2K +990 +846%
61 62
63
64 65