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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 %
AWM
1601
Atticus Wealth Management
Florida
$80.5K – – –
CT
1602
Colonial Trust
South Carolina
$75.6K +$32.8K +348 +76%
PCC
1603
Park Circle Company
Maryland
$75.3K – – –
Bank Julius Baer & Co
1604
Bank Julius Baer & Co
Switzerland
$75.3K -$129K -1,371 -63%
SA
1605
SRH Advisors
Kansas
$73.4K +$565 +6 +0.8%
EAM
1606
Eukles Asset Management
Ohio
$70.9K – – –
KA
1607
Kozak & Associates
Colorado
$69.8K +$1.2K +12 +2%
HWA
1608
HHM Wealth Advisors
Tennessee
$69.8K – – –
T
1609
TOBAM
France
$68K -$33.7K -356 -33%
TLCM
1610
Twin Lakes Capital Management
California
$67.8K – – –
RA
1611
Rational Advisors
New York
$65.9K -$26.2K -278 -28%
CWM
1612
Cedar Wealth Management
California
$64.4K +$14.8K +157 +30%
Optiver Holding
1613
Optiver Holding
Netherlands
$63.7K -$38.7M -410,730 -100%
CBT
1614
CoreFirst Bank & Trust
Kansas
$62.2K – – –
FFWA
1615
FRG Family Wealth Advisors
Washington
$60.6K +$60.6K +667 New
WSC
1616
Wellington Shields & Co
New York
$58.9K – – –
SL
1617
Salomon & Ludwin
Virginia
$58.5K +$5.09K +54 +10%
LF
1618
LifeSteps Financial
California
$58.5K +$58.5K +621 New
JFGIW
1619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.4K -$173K -1,832 -75%
HCM
1620
Hollencrest Capital Management
California
$57.5K -$315K -3,346 -85%
ECM
1621
Estabrook Capital Management
New York
$56.5K – – –
HGERS
1622
Householder Group Estate & Retirement Specialist
Arizona
$56.1K +$94 +1 +0.2%
AAP
1623
Arax Advisory Partners
Colorado
$55.7K -$188 -2 -0.3%
BIA
1624
Bell Investment Advisors
California
$55.6K +$3.96K +42 +8%
FUBT
1625
First United Bank & Trust
Maryland
$55.4K +$20.7K +220 +60%
63 64
65
66 67