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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 %
WWP
1651
WR Wealth Planners
Missouri
$41K +$41K +435 New
CFD
1652
Creative Financial Designs
Indiana
$40.7K -$40.4K -429 -50%
MFT
1653
Moisand Fitzgerald Tamayo
Florida
$39.5K -$4.71K -50 -11%
NF
1654
Norwood Financial
Pennsylvania
$39.4K +$39.4K +419 New
FFO
1655
Fortitude Family Office
Arizona
$39.4K – – –
MSFP
1656
Mark Sheptoff Financial Planning
Connecticut
$37.7K – – –
YDMI
1657
Y.D. More Investments
Israel
$35.7K – – –
EIM
1658
Essex Investment Management
Massachusetts
$34.2K – – –
EBA
1659
Eagle Bay Advisors
New York
$34.2K +$4.61K +49 +16%
HFM
1660
Harvest Fund Management
China
$34K +$34K +358 New
FIM
1661
Fernwood Investment Management
Massachusetts
$33K +$33K +350 New
TFM
1662
TFC Financial Management
Massachusetts
$32.5K +$566 +6 +2%
DFA
1663
DHJJ Financial Advisors
Illinois
$31.8K – – –
BWP
1664
Baldwin Wealth Partners
Massachusetts
$31.5K -$18.8K -200 -37%
RFS
1665
Richardson Financial Services
Massachusetts
$31.3K -$23.8K -253 -43%
WBC
1666
West Branch Capital
Massachusetts
$29.9K – – –
CFFP
1667
Center for Financial Planning
Michigan
$29.5K +$15.3K +163 +109%
BAM
1668
Byrne Asset Management
New Jersey
$29.1K – – –
HIIFS
1669
Harel Insurance Investments & Financial Services
Israel
$29K – – –
MSG
1670
Main Street Group
Virginia
$28.5K – – –
ICM
1671
Islay Capital Management
Texas
$28.2K – – –
MCA
1672
Maryland Capital Advisors
Maryland
$28.2K – – –
USB
1673
Union Savings Bank
Connecticut
$28.2K -$8.47K -90 -23%
MWA
1674
Miller Wealth Advisors
Colorado
$26.8K – – –
HNB
1675
Hilltop National Bank
Wyoming
$26.5K +$26.5K +281 New
65 66
67
68 69