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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 %
LI
1726
LRI Investments
Florida
$8.76K +$8.76K +93 New
PS
1727
PayPay Securities
Japan
$8.66K -$471 -5 -5%
B
1728
Birchbrook
Maine
$8.63K +$94 +1 +1%
FRA
1729
Frank Rimerman Advisors
California
$8.57K – – –
LFA
1730
Legend Financial Advisors
Pennsylvania
$8.19K – – –
AA
1731
Ancora Advisors
Ohio
$8.1K – – –
AP
1732
Atwood & Palmer
Missouri
$8K – – –
BHWM
1733
Beaird Harris Wealth Management
Texas
$7.72K +$6.12K +65 +382%
MAM
1734
MMA Asset Management
Pennsylvania
$7.63K +$7.63K +81 New
CPG
1735
Cornerstone Planning Group
New Jersey
$7.49K -$1.87K -20 -20%
IGWM
1736
ICA Group Wealth Management
Colorado
$7.06K – – –
CMP
1737
Coston McIsaac & Partners
Maine
$7K – – –
FCT
1738
First Community Trust
Iowa
$6.87K – – –
CCMI
1739
Creative Capital Management Investments
California
$6.78K – – –
DPW
1740
DiNuzzo Private Wealth
Pennsylvania
$6.69K +$471 +5 +8%
SIC
1741
SJS Investment Consulting
Ohio
$6.59K -$28.2K -299 -81%
AIM
1742
Arcadia Investment Management
Michigan
$6.59K – – –
FSWA
1743
Financial Synergies Wealth Advisors
Texas
$6.59K +$659 +7 +11%
SHIM
1744
Stone House Investment Management
Pennsylvania
$6.59K – – –
ME
1745
McIlrath & Eck
Washington
$6.59K – – –
AFWM
1746
Abich Financial Wealth Management
Virginia
$5.37K +$5.37K +57 New
YAL
1747
Your Advocates Ltd
Texas
$5.27K – – –
HWM
1748
HighMark Wealth Management
Minnesota
$4.99K +$4.99K +53 New
EWM
1749
Evermay Wealth Management
Virginia
$4.9K -$34K -361 -87%
VWA
1750
Valued Wealth Advisors
Utah
$4.53K -$6.7K -71 -60%
68 69
70
71 72