MS icon

Morgan Stanley
MS

Overview Fund Activity

1,778 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, 681 reducing their positions, and 106 closing their positions.

Holders
1,778
Holders Change
+35
Holders Change %
+2.01%
% of All Funds
25.78%
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
681
Closed
106
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.04B
2
Capital International Investors
2
Capital International Investors
California
$2.68B
3
Norges Bank
3
Norges Bank
Norway
$1.25B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$286M
5
Barclays
5
Barclays
United Kingdom
$821M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$431M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.73B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M
4
Morgan Stanley
4
Morgan Stanley
New York
$563M
5
State Street
5
State Street
Massachusetts
$10.5B
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$45.1M 479,240 -503 -0.1%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$44.2M 469,460 -59,922 -11%
Squarepoint
153
Squarepoint
New York
$43.9M 466,006 +284,903 +157%
PA
154
Pinnacle Associates
New York
$43.7M 464,290 -7,494 -2%
CAI
155
Capital Advisors Inc
Oklahoma
$43.7M 464,066 -117,771 -20%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$42.6M 452,719 -132,725 -23%
Jane Street
157
Jane Street
New York
$42.2M 447,887 -1,111,255 -71%
AM
158
AGF Management
Ontario, Canada
$42.2M 447,878 +47,586 +12%
SO
159
STRS Ohio
Ohio
$42.1M 446,944 -26,929 -6%
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$41.7M 443,330 +60 +0%
CCMG
161
Clark Capital Management Group
Pennsylvania
$41.6M 441,466 -299,400 -40%
Rafferty Asset Management
162
Rafferty Asset Management
New York
$41.5M 440,647 -7,330 -2%
RCM
163
Rokos Capital Management
United Kingdom
$41.2M 437,819 +437,819 New
Caisse de Depot et Placement du Quebec (CDPQ)
164
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.1M 426,227 +211,227 +98%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$40.1M 425,764 +33,100 +8%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$39.8M 422,231 -4,620 -1%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$39.8M 422,167 -482 -0.1%
RAM
168
Resona Asset Management
Japan
$39.6M 420,623 +420,623 New
HF
169
HRT Financial
New York
$38.8M 411,698 +385,379 +1,464%
Axa
170
Axa
France
$38.6M 410,401 -19,051 -4%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$38.3M 406,712 +132,252 +48%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$38M 403,112 +38,400 +11%
CI
173
Conning Inc
Connecticut
$37.9M 403,643 +15,827 +4%
ASC
174
Atalanta Sosnoff Capital
New York
$37.5M 398,265 +24,579 +7%
TCA
175
Teewinot Capital Advisers
New York
$37.4M 397,039 +89,527 +29%
5 6
7
8 9