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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 %
WHGC
1751
Wealth High Governance Capital
Brazil
– – -150,000 Closed
BCM
1752
Bayesian Capital Management
New York
– – -106,000 Closed
CM
1753
Castleark Management
Illinois
– – -105,960 Closed
PCOC
1754
Power Corp of Canada
Canada
– – -104,077 Closed
CM
1755
Capula Management
Cayman Islands
– – -86,087 Closed
ECU
1756
Eisler Capital (US)
New York
– – -71,305 Closed
CFM
1757
Coronation Fund Managers
South Africa
– – -63,690 Closed
PCA
1758
Providence Capital Advisors
North Carolina
– – -57,326 Closed
CCM
1759
CAAS Capital Management
New York
– – -54,554 Closed
GQG Partners
1760
GQG Partners
Florida
– – -53,311 Closed
MPM
1761
Meritage Portfolio Management
Kansas
– – -49,411 Closed
Walleye Trading
1762
Walleye Trading
New York
– – -47,574 Closed
CWG
1763
Cornerstone Wealth Group
North Carolina
– – -47,511 Closed
LCM
1764
Laurion Capital Management
New York
– – -46,606 Closed
CFP
1765
Cypress Financial Planning
New Jersey
– – -40,898 Closed
CC
1766
Carlson Capital
Texas
– – -37,400 Closed
CC
1767
Centiva Capital
New York
– – -35,998 Closed
ACM
1768
Advent Capital Management
New York
– – -35,000 Closed
RAM
1769
Readystate Asset Management
Illinois
– – -33,981 Closed
TSS
1770
Two Sigma Securities
New York
– – -30,423 Closed
ORAM
1771
One River Asset Management
Connecticut
– – -28,810 Closed
PP
1772
Paloma Partners
Connecticut
– – -27,946 Closed
Gates Foundation Trust
1773
Gates Foundation Trust
Washington
– – -27,880 Closed
SM
1774
Sciencast Management
New Jersey
– – -23,098 Closed
APWA
1775
Atlas Private Wealth Advisors
New Jersey
– – -21,750 Closed
69 70
71
72 73