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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 %
CIA
1801
Caerus Investment Advisors
Texas
– – -7,010 Closed
BL
1802
Balentine LLC
Georgia
– – -6,974 Closed
EW
1803
Evoke Wealth
California
– – -6,844 Closed
MWA
1804
Monograph Wealth Advisors
California
– – -6,620 Closed
GCP
1805
Garda Capital Partners
Minnesota
– – -6,216 Closed
PSC
1806
Portman Square Capital
United Kingdom
– – -5,506 Closed
GBWM
1807
Granite Bay Wealth Management
New Hampshire
– – -5,300 Closed
JF
1808
Jump Financial
Illinois
– – -4,814 Closed
TWM
1809
Tanager Wealth Management
United Kingdom
– – -4,804 Closed
EFG
1810
Everhart Financial Group
Ohio
– – -4,734 Closed
KWMG
1811
King Wealth Management Group
Florida
– – -4,545 Closed
OTL
1812
Oak Thistle LLC
New York
– – -4,522 Closed
WWM
1813
Wagner Wealth Management
South Carolina
– – -4,521 Closed
AFT
1814
Alpha Family Trust
California
– – -4,405 Closed
GC
1815
Garde Capital
Washington
– – -4,254 Closed
CCFCSB
1816
Cape Cod Five Cents Savings Bank
Massachusetts
– – -3,678 Closed
WFI
1817
West Family Investments
California
– – -3,677 Closed
KLCM
1818
KG&L Capital Management
Louisiana
– – -3,605 Closed
AR
1819
Advisory Research
Illinois
– – -3,519 Closed
CHP
1820
Cable Hill Partners
Oregon
– – -3,427 Closed
OL
1821
Owen LaRue
Kentucky
– – -3,310 Closed
CFA
1822
Capstone Financial Advisors
Illinois
– – -3,185 Closed
BCM
1823
Bluefin Capital Management
New York
– – -3,100 Closed
ISWM
1824
Independent Solutions Wealth Management
New York
– – -2,959 Closed
RIA
1825
Realta Investment Advisors
Delaware
– – -2,911 Closed
71 72
73
74 75