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Morgan Stanley
MS

1,794 hedge funds and large institutions have $128B invested in Morgan Stanley in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 699 increasing their positions, 686 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 107

2% more funds holding

Funds holding: 1,757 → 1,794 (+37)

2% more repeat investments, than reductions

Existing positions increased: 699 | Existing positions reduced: 686

1% less capital invested

Capital invested by funds: $129B → $128B (-$1.12B)

7% less call options, than puts

Call options by funds: $3.7B | Put options by funds: $3.96B

1.17% less ownership

Funds ownership: 84.17% → 83% (-1.2%)

32% less funds holding in top 10

Funds holding in top 10: 31 → 21 (-10)

Holders
1,794
Holders Change
+37
Holders Change %
+2.11%
% of All Funds
25.84%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
171
Increased
699
Reduced
686
Closed
107
Calls
$3.7B
Puts
$3.96B
Net Calls
-$264M
Net Calls Change
-$815M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$392M
2
Capital International Investors
Capital International Investors
California
+$351M
3
Norges Bank
Norges Bank
Norway
+$264M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$219M
5
Barclays
Barclays
United Kingdom
+$183M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$915M
2
JP Morgan Chase
JP Morgan Chase
New York
-$851M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$601M
4
Morgan Stanley
Morgan Stanley
New York
-$501M
5
State Street
State Street
Massachusetts
-$207M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1801
LBP AM
France
– -$10.3M -110,067 Closed
BAM
1802
BOCHK Asset Management
Hong Kong
– -$9.92M -106,400 Closed
PE
1803
Point72 Europe
United Kingdom
– -$9.64M -103,360 Closed
NO
1804
Ninety One
South Africa
– -$9.51M -102,023 Closed
Hudson Bay Capital Management
1805
Hudson Bay Capital Management
Connecticut
– -$7.46M -80,000 Closed
KOCAA
1806
Knights of Columbus Asset Advisors
Connecticut
– -$7.19M -77,064 Closed
KHLMVGHM
1807
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$6.14M -65,857 Closed
LSA
1808
L & S Advisors
California
– -$5.69M -61,056 Closed
LIP
1809
Lighthouse Investment Partners
Florida
– -$4.97M -53,334 Closed
SIA
1810
Sit Investment Associates
Minnesota
– -$3.81M -40,835 Closed
FI
1811
FJ Investments
Utah
– -$3.05M -32,693 Closed
SSG
1812
Summit Securities Group
New York
– -$2.89M -31,000 Closed
UOTTAIMCU
1813
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$2.68M -28,732 Closed
WG
1814
Winton Group
United Kingdom
– -$2.68M -28,710 Closed
KHLMTHM
1815
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$2.14M -22,943 Closed
RCM
1816
Ratan Capital Management
Florida
– -$1.96M -21,000 Closed
LOAMU
1817
Lombard Odier Asset Management (USA)
New York
– -$1.33M -15,133 Closed
JFG
1818
Jefferies Financial Group
New York
– -$1.14M -12,241 Closed
CC
1819
Cipher Capital
New York
– -$1.07M -11,472 Closed
AI
1820
Atom Investors
Texas
– -$879K -9,425 Closed
LCS
1821
Levin Capital Strategies
New York
– -$851K -9,125 Closed
MS
1822
Maven Securities
Jersey
– -$730K -7,831 Closed
BBNA
1823
Bremer Bank National Association
Minnesota
– -$717K -7,692 Closed
FC
1824
FORA Capital
Florida
– -$703K -7,537 Closed
AFG
1825
AFS Financial Group
Maryland
– -$636K -6,817 Closed
71 72
73
74 75

MS Hedge Fund Activity: Q1 2024 in Review

1,794 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2024, worth a combined $128B — down 0.87% from $129B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new MS positions and 107 closed out — a net gain of 64 holders — while 699 added to existing stakes and 686 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $392M. The largest seller was Royal Bank of Canada, cutting an estimated $915M.

  • 1,794 institutional investors held Morgan Stanley (MS) as of Q1 2024, up from 1,757 in Q4 2023.
  • Funds reported $128B of Morgan Stanley stock for Q1 2024, down 0.87% quarter-over-quarter.
  • 171 funds opened new Morgan Stanley positions in Q1 2024 and 107 closed out, a net change of +64 holders.
  • The largest Morgan Stanley buyer in Q1 2024 was Wellington Management Group, an estimated $392M added.
  • The largest Morgan Stanley seller in Q1 2024 was Royal Bank of Canada, an estimated $915M sold.

Based on aggregated 13F filings for Q1 2024.