MS icon

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 %
OCM
1626
Osterweis Capital Management
California
$55.3K -$282 -3 -0.5%
HCM
1627
Horrell Capital Management
Arkansas
$55K – – –
VL
1628
Vima LLC
Michigan
$54.9K -$1.58K -18 -3%
CHA
1629
Carmichael Hill & Associates
Maryland
$54.6K -$188 -2 -0.3%
CTA
1630
Colonial Trust Advisors
South Carolina
$54.6K +$19.7K +209 +56%
BL
1631
BFSG LLC
California
$52.7K -$3.77K -40 -7%
AFIA
1632
America First Investment Advisors
Nebraska
$52.4K – – –
NFSG
1633
Newbridge Financial Services Group
Florida
$52.2K -$202K -2,141 -79%
SFA
1634
Semmax Financial Advisors
North Carolina
$51.6K – – –
MIA
1635
MeadowBrook Investment Advisors
Michigan
$51.2K – – –
TFGT
1636
TS Financial Group (TSFG)
Illinois
$50K -$560 -6 -1%
OAJ
1637
Ogorek Anthony Joseph
New York
$49K – – –
SN
1638
Sittner & Nelson
Oregon
$48K – – –
RAM
1639
Riggs Asset Management
Pennsylvania
$47K +$659 +7 +1%
FWM
1640
FSA Wealth Management
Massachusetts
$46.4K +$4.43K +47 +11%
FRA
1641
Front Row Advisors
California
$45.8K +$40.1K +426 +710%
SSA
1642
Schonfeld Strategic Advisors
New York
$45.8K -$825K -8,757 -95%
NCM
1643
Northwest Capital Management
Oregon
$44.7K – – –
AAG
1644
Accordant Advisory Group
Maryland
$44.3K +$44.3K +470 New
PWM
1645
Partnership Wealth Management
Maryland
$44.1K – – –
TIM
1646
Tortoise Investment Management
New York
$43.2K +$4.99K +53 +13%
BCMLT
1647
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.9K +$6.4K +68 +18%
AFS
1648
Annapolis Financial Services
Maryland
$42.1K -$23.5K -250 -36%
AWM
1649
Abound Wealth Management
Tennessee
$41.8K -$1.89K -20 -4%
PWA
1650
Provenance Wealth Advisors
Florida
$41.7K – – –
64 65
66
67 68