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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 %
CAM
1576
Creekmur Asset Management
Illinois
$100K +$21.1K +224 +27%
SIS
1577
Sound Income Strategies
Florida
$98.6K +$7.35K +78 +8%
CSC
1578
Caldwell Sutter Capital
California
$98.3K – – –
CWC
1579
Carolinas Wealth Consulting
North Carolina
$97.9K -$471 -5 -0.5%
MCM
1580
MV Capital Management
Maryland
$97.7K -$15.6K -166 -14%
CB
1581
Centennial Bank
Arkansas
$97.1K -$8K -85 -8%
HDIM
1582
Hanson & Doremus Investment Management
Vermont
$97K -$15.2K -161 -14%
PA
1583
PSI Advisors
Florida
$95.9K -$141K -1,500 -60%
SWA
1584
SOA Wealth Advisors
New York
$95.4K +$188 +2 +0.2%
MMG
1585
Monetary Management Group
Missouri
$94.2K -$47.1K -500 -33%
CNBTD
1586
Citizens National Bank Trust Department
Mississippi
$94.2K – – –
TF
1587
Tompkins Financial
New York
$94.2K +$94.2K +1,000 New
FFWM
1588
Future Financial Wealth Management
Ohio
$94.2K +$94.2K +1,000 New
GJWM
1589
Gilliland Jeter Wealth Management
Arkansas
$92.3K +$92.3K +980 New
BLC
1590
Brown, Lisle/Cummings
Rhode Island
$91.8K – – –
BWL
1591
Bogart Wealth LLC
Virginia
$91.3K -$57.2K -607 -38%
FCMT
1592
Founders Capital Management (Texas)
Texas
$90.6K +$847 +9 +0.9%
GFPC
1593
Global Financial Private Client
Florida
$90.2K – – –
HFM
1594
Hartford Financial Management
Connecticut
$88.8K +$2.45K +26 +3%
CWM
1595
Cranbrook Wealth Management
Michigan
$83.8K – – –
FMII
1596
Farmers & Merchants Investments Inc
Nebraska
$83.3K -$2.35K -25 -3%
CMA
1597
Cedar Mountain Advisors
Oregon
$82.3K +$565 +6 +0.7%
TFIPS
1598
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.9K – – –
JPWM
1599
Jamison Private Wealth Management
Georgia
$81.5K +$19.2K +204 +31%
DCBT
1600
Dakota Community Bank & Trust
North Dakota
$81.2K +$81.2K +862 New
62 63
64
65 66