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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
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 Holding Trade Value Shares
Change 		Shares
Change %
BCM
1751
Blume Capital Management
California
$4.43K – – –
WCM
1752
Westend Capital Management
California
$4.43K +$4.43K +47 New
MSWM
1753
Mowery & Schoenfeld Wealth Management
Illinois
$3.77K -$3.77K -40 -50%
CSWM
1754
Cassady Schiller Wealth Management
Ohio
$3.58K – – –
FPF
1755
First Pacific Financial
Washington
$3.3K +$3.3K +35 New
FGAM
1756
Financial Gravity Asset Management
Texas
$2.99K -$21.4K -229 -88%
ECM
1757
Everence Capital Management
Indiana
$2.99K – – –
FIA
1758
FPC Investment Advisory
California
$2.53K +$2.53K +27 New
APW
1759
Acima Private Wealth
Virginia
$2.45K – – –
PIS
1760
POM Investment Strategies
North Carolina
$1.98K – – –
IPW
1761
Impact Partnership Wealth
Georgia
$1.88K – – –
CTWM
1762
Cherry Tree Wealth Management
Minnesota
$1.79K – – –
AT
1763
Arlington Trust
Alabama
$1.6K -$2.26K -24 -59%
HWM
1764
Horizons Wealth Management
North Carolina
$1.59K – – –
KIG
1765
Kessler Investment Group
Indiana
$1.41K +$1.41K +15 New
APC
1766
Aspire Private Capital
North Carolina
$1.19K -$4.93K -54 -81%
TWP
1767
TFO Wealth Partners
Ohio
$1.13K – – –
VCM
1768
Versant Capital Management
Arizona
$471 -$4.33K -46 -90%
WA
1769
WestEnd Advisors
North Carolina
$471 +$471 +5 New
HWP
1770
Highline Wealth Partners
California
$392 – – –
SOW
1771
State of Wyoming
Wyoming
$377 -$189 -2 -33%
GWSA
1772
Global Wealth Strategies & Associates
Colorado
$377 +$377 +4 New
CAM
1773
ClariVest Asset Management
California
$374 +$374 +4 New
CJ
1774
Caitlin John
Michigan
$291 -$97 -1 -25%
FCAS
1775
First Command Advisory Services
Texas
$188 -$329 -28 -64%
69 70
71
72 73