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Morgan Stanley
MS

Overview Fund Activity

1,743 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, 709 reducing their positions, and 122 closing their positions.

Holders
1,743
Holders Change
+91
Holders Change %
+5.51%
% of All Funds
25.56%
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
709
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 %
CMP
1701
Coston McIsaac & Partners
Maine
$7K +$7K +77 New
IGWM
1702
ICA Group Wealth Management
Colorado
$6.99K +$6.99K +75 New
FCT
1703
First Community Trust
Iowa
$6.81K -$932 -10 -12%
CCMI
1704
Creative Capital Management Investments
California
$6.71K – – –
WIM
1705
Westside Investment Management
California
$6.53K – – –
SHIM
1706
Stone House Investment Management
Pennsylvania
$6.53K – – –
ME
1707
McIlrath & Eck
Washington
$6.53K – – –
LOIP
1708
Live Oak Investment Partners
Texas
$6.53K -$5.72K – –
AIM
1709
Arcadia Investment Management
Michigan
$6.53K – – –
APC
1710
Aspire Private Capital
North Carolina
$6.33K – – –
DEM
1711
Disciplined Equity Management
Florida
$6.16K +$6.16K +66 New
DPW
1712
DiNuzzo Private Wealth
Pennsylvania
$6.16K +$6.16K +66 New
RCM
1713
Raleigh Capital Management
North Carolina
$6.09K +$5.62K +60 +1,200%
FRA
1714
Front Row Advisors
California
$5.6K -$36.6K -392 -87%
AWM
1715
AllSquare Wealth Management
New York
$5.6K – – –
FSWA
1716
Financial Synergies Wealth Advisors
Texas
$5.36K -$595 -7 -10%
YAL
1717
Your Advocates Ltd
Texas
$5.22K – – –
VCM
1718
Versant Capital Management
Arizona
$4.76K +$839 +9 +21%
HH
1719
HWG Holdings
Texas
$4.66K -$583K -6,250 -99%
BCM
1720
Blume Capital Management
California
$4.38K – – –
FCAS
1721
First Command Advisory Services
Texas
$4.1K +$4.1K +44 New
LIWM
1722
Long Island Wealth Management
New York
$4K +$4K +38 New
AT
1723
Arlington Trust
Alabama
$3.82K -$91.7K -983 -96%
CSWM
1724
Cassady Schiller Wealth Management
Ohio
$3.54K – – –
VAMG
1725
Voisard Asset Management Group
Michigan
$2.8K +$2.8K +30 New
67 68
69
70 71