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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 %
KFS
1676
Kelly Financial Services
Massachusetts
$12.4K – – –
SC
1677
Stephens Consulting
Michigan
$11.7K – – –
GCM
1678
Gables Capital Management
Florida
$11.2K – – –
OPTFSNA
1679
Old Point Trust & Financial Services N A
Virginia
$11.1K +$11.1K +119 New
OLVIG
1680
Oliver Lagore Vanvalin Investment Group
Michigan
$11K -$23.1K -248 -68%
GPI
1681
General Partner Inc
Pennsylvania
$10.9K – – –
TCG
1682
Transcendent Capital Group
Oklahoma
$10.9K +$10.9K +117 New
NA
1683
Nordwand Advisors
Pennsylvania
$10.5K – – –
DWM
1684
Dogwood Wealth Management
Kansas
$10.4K +$10.4K +111 New
FFA
1685
Frazier Financial Advisors
Ohio
$10.2K +$10.2K +109 New
PP
1686
PrairieView Partners
Minnesota
$10K +$187 +2 +2%
DCM
1687
Davis Capital Management
Florida
$9.79K +$9.79K +105 New
VWA
1688
Valued Wealth Advisors
Utah
$9.72K +$9.72K +119 New
LWANC
1689
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.7K – – –
CPG
1690
Cornerstone Planning Group
New Jersey
$9.33K -$1.4K -15 -13%
FF
1691
Friedenthal Financial
New Jersey
$9.33K +$9.33K +100 New
PCWA
1692
Pacific Capital Wealth Advisors
California
$9.33K +$9.33K +100 New
MBFW
1693
Morton Brown Family Wealth
Pennsylvania
$9.14K – – –
PS
1694
PayPay Securities
Japan
$9.06K +$1.49K +16 +20%
DF
1695
Dunhill Financial
United Kingdom
$8.78K +$8.78K +94 New
FRA
1696
Frank Rimerman Advisors
California
$8.49K +$8.49K +91 New
B
1697
Birchbrook
Maine
$8.48K +$8.48K +91 New
LFA
1698
Legend Financial Advisors
Pennsylvania
$8.11K – – –
AA
1699
Ancora Advisors
Ohio
$8.02K – – –
AP
1700
Atwood & Palmer
Missouri
$7.93K -$19.1K -205 -71%
66 67
68
69 70