MS icon

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 %
NSG
1576
Nalls Sherbakoff Group
Tennessee
$74.8K +$8.3K +89 +12%
PCC
1577
Park Circle Company
Maryland
$74.6K -$522K -5,600 -88%
SA
1578
SRH Advisors
Kansas
$72K +$746 +8 +1%
VAG
1579
VisionPoint Advisory Group
Texas
$71.4K +$30.2K +324 +73%
ODG
1580
O'Dell Group
Ohio
$71.4K +$71.4K +766 New
EAM
1581
Eukles Asset Management
Ohio
$70.2K – – –
HWA
1582
HHM Wealth Advisors
Tennessee
$69.1K -$2.43K -26 -3%
TLCM
1583
Twin Lakes Capital Management
California
$67.1K – – –
AFS
1584
Annapolis Financial Services
Maryland
$65K -$196K -2,100 -75%
UIA
1585
Ulland Investment Advisors
Minnesota
$63K -$34.2K -366 -35%
C
1586
Covestor
United Kingdom
$63K -$8.28K -88 -12%
SWC
1587
Spectrum Wealth Counsel
Indiana
$62.6K +$62.6K +671 New
JPWM
1588
Jamison Private Wealth Management
Georgia
$61.6K +$29K +311 +89%
CBT
1589
CoreFirst Bank & Trust
Kansas
$61.6K – – –
VL
1590
Vima LLC
Michigan
$60K +$60K +643 New
KA
1591
Kozak & Associates
Colorado
$59.2K -$204K -2,379 -78%
WSC
1592
Wellington Shields & Co
New York
$58.4K +$23.4K +251 +67%
LFASL
1593
Lugano Financial Advisors SA (LFA)
Switzerland
$58.3K – – –
ECM
1594
Estabrook Capital Management
New York
$56K – – –
BL
1595
BFSG LLC
California
$56K +$56K +600 New
LFA
1596
Livelsberger Financial Advisory
Ohio
$55.6K +$55.6K +597 New
AAP
1597
Arax Advisory Partners
Colorado
$55.2K -$2.42K -26 -4%
OCM
1598
Osterweis Capital Management
California
$55K – – –
HGERS
1599
Householder Group Estate & Retirement Specialist
Arizona
$55K +$185 +2 +0.3%
RFS
1600
Richardson Financial Services
Massachusetts
$54.6K +$54.6K +585 New
62 63
64
65 66