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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 Market Value Shares Shares
Change 		Shares
Change %
NMG
1726
New Millennium Group
Utah
$2.7K 29 – –
NFA
1727
Northwest Financial Advisors
Virginia
$2.5K 27 +27 New
APW
1728
Acima Private Wealth
Virginia
$2.43K 26 – –
AWM
1729
Able Wealth Management
New Jersey
$2.16K 23 +23 New
PIS
1730
POM Investment Strategies
North Carolina
$1.96K 21 +21 New
IPW
1731
Impact Partnership Wealth
Georgia
$1.87K 20 -14 -41%
CTWM
1732
Cherry Tree Wealth Management
Minnesota
$1.77K 19 -21 -53%
BHWM
1733
Beaird Harris Wealth Management
Texas
$1.59K 17 +17 New
AP
1734
Arlington Partners
Alabama
$1.59K 17 -1,007 -98%
HWM
1735
Horizons Wealth Management
North Carolina
$1.59K 17 – –
AIMA
1736
Ables Iannone Moore & Associates
Georgia
$1.21K 13 +13 New
TWP
1737
TFO Wealth Partners
Ohio
$1.12K 12 -2 -14%
SIS
1738
Strategic Investment Solutions
Illinois
$932 10 +10 New
SOW
1739
State of Wyoming
Wyoming
$560 6 +1 +20%
FP
1740
Financial Perspectives
Minnesota
$466 5 +5 New
HWP
1741
Highline Wealth Partners
California
$384 4 -202 -98%
CJ
1742
Caitlin John
Michigan
$379 4 +4 New
TCM
1743
Tradewinds Capital Management
Washington
$94 1 -55 -98%
EC
1744
Eminence Capital
New York
– – -986,099 Closed
Select Equity Group
1745
Select Equity Group
New York
– – -565,262 Closed
CF
1746
Canoe Financial
Alberta, Canada
– – -443,651 Closed
KHCM
1747
Kettle Hill Capital Management
New York
– – -333,678 Closed
MMA
1748
Mizuho Markets Americas
New York
– – -269,470 Closed
ZIG
1749
Zurich Insurance Group
Switzerland
– – -175,371 Closed
WAM
1750
Wolverine Asset Management
Illinois
– – -169,540 Closed
68 69
70
71 72