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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 %
MAWCM
1776
Mine & Arao Wealth Creation & Management
California
$95 1 +1 New
A
1777
AustralianSuper
Australia
– – -441,817 Closed
Parallax Volatility Advisers
1778
Parallax Volatility Advisers
California
– – -310,205 Closed
ACM
1779
Argent Capital Management
Missouri
– – -236,145 Closed
ECU
1780
Eisler Capital (UK)
United Kingdom
– – -152,124 Closed
VF
1781
Vest Financial
Virginia
– – -137,935 Closed
MIH
1782
Meitav Investment House
Israel
– – -131,073 Closed
PCH
1783
Polar Capital Holdings
United Kingdom
– – -119,189 Closed
Winslow Capital Management
1784
Winslow Capital Management
Minnesota
– – -110,315 Closed
LA
1785
LBP AM
France
– – -110,067 Closed
BAM
1786
BOCHK Asset Management
Hong Kong
– – -106,400 Closed
PE
1787
Point72 Europe
United Kingdom
– – -103,360 Closed
NO
1788
Ninety One
South Africa
– – -102,023 Closed
Hudson Bay Capital Management
1789
Hudson Bay Capital Management
Connecticut
– – -80,000 Closed
KOCAA
1790
Knights of Columbus Asset Advisors
Connecticut
– – -77,064 Closed
KHLMVGHM
1791
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– – -65,857 Closed
LSA
1792
L & S Advisors
California
– – -61,056 Closed
LIP
1793
Lighthouse Investment Partners
Florida
– – -53,334 Closed
SIA
1794
Sit Investment Associates
Minnesota
– – -40,835 Closed
FI
1795
FJ Investments
Utah
– – -32,693 Closed
SSG
1796
Summit Securities Group
New York
– – -31,000 Closed
UOTTAIMCU
1797
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– – -28,732 Closed
WG
1798
Winton Group
United Kingdom
– – -28,710 Closed
KHLMTHM
1799
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– – -22,943 Closed
RCM
1800
Ratan Capital Management
Florida
– – -21,000 Closed
70 71
72
73 74