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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 %
CFS
1676
CGC Financial Services
Oregon
$25K – – –
HIM
1677
Hillsdale Investment Management
Ontario, Canada
$24.5K – – –
SC
1678
Solstein Capital
California
$24.1K – – –
AEPWM
1679
Atlantic Edge Private Wealth Management
Florida
$24K – – –
WIA
1680
Wetzel Investment Advisors
Indiana
$23.4K – – –
RCM
1681
Raleigh Capital Management
North Carolina
$23.1K +$16.9K +180 +277%
DCM
1682
Davis Capital Management
Florida
$23K +$13.2K +141 +134%
PMFA
1683
Plante Moran Financial Advisors
Michigan
$21.7K -$566 -6 -3%
NIC
1684
Northwest Investment Counselors
Oregon
$21.2K +$21.2K +225 New
FMTCOCP
1685
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
JWM
1686
Janiczek Wealth Management
Colorado
$19.7K -$847 -9 -4%
DWA
1687
Delos Wealth Advisors
Texas
$19.3K -$18.6K -198 -49%
RWM
1688
Ruedi Wealth Management
Illinois
$18.4K +$18.4K +195 New
KSWA
1689
Kathleen S. Wright Associates
Pennsylvania
$18.1K – – –
BFS
1690
Bare Financial Services
Pennsylvania
$18.1K – – –
RTL
1691
Red Tortoise LLC
Georgia
$17.8K +$94 +1 +0.5%
GJIA
1692
Glass Jacobson Investment Advisors
Maryland
$17.5K +$94 +1 +0.5%
IHWM
1693
Iron Horse Wealth Management
Iowa
$17.1K – – –
PCWA
1694
Pacific Capital Wealth Advisors
California
$17K +$7.63K +81 +81%
AW
1695
Avion Wealth
Texas
$17K +$1.15K +12 +7%
SVCP
1696
Silicon Valley Capital Partners
California
$16.8K +$94 +1 +0.6%
AP
1697
Aspect Partners
Virginia
$16.7K – – –
OPTFSNA
1698
Old Point Trust & Financial Services N A
Virginia
$16.4K +$5.18K +55 +46%
PWMG
1699
Private Wealth Management Group
New Jersey
$16.3K – – –
AIC
1700
Archer Investment Corporation
Indiana
$16.1K +$471 +5 +3%
66 67
68
69 70