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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 %
LOAMU
1801
Lombard Odier Asset Management (USA)
New York
– – -15,133 Closed
JFG
1802
Jefferies Financial Group
New York
– – -12,241 Closed
CC
1803
Cipher Capital
New York
– – -11,472 Closed
AI
1804
Atom Investors
Texas
– – -9,425 Closed
LCS
1805
Levin Capital Strategies
New York
– – -9,125 Closed
MS
1806
Maven Securities
Jersey
– – -7,831 Closed
BBNA
1807
Bremer Bank National Association
Minnesota
– – -7,692 Closed
FC
1808
FORA Capital
Florida
– – -7,537 Closed
AFG
1809
AFS Financial Group
Maryland
– – -6,817 Closed
ARC
1810
Advisor Resource Council
Texas
– – -6,813 Closed
CCM
1811
Carlson Capital Management
Minnesota
– – -6,259 Closed
BC
1812
Bridgefront Capital
Texas
– – -6,088 Closed
LWM
1813
Laidlaw Wealth Management
New York
– – -5,902 Closed
CF
1814
Cantor Fitzgerald
New York
– – -5,857 Closed
AWA
1815
Arete Wealth Advisors
Illinois
– – -5,636 Closed
DA
1816
Denali Advisors
California
– – -5,500 Closed
LC
1817
Lavaca Capital
Texas
– – -5,178 Closed
CWM
1818
C2C Wealth Management
Arizona
– – -5,005 Closed
FFS
1819
Founders Financial Securities
Maryland
– – -4,994 Closed
BCM
1820
BlueCrest Capital Management
Jersey
– – -4,946 Closed
AWM
1821
Arista Wealth Management
Nevada
– – -4,815 Closed
VH
1822
Visionary Horizons
Tennessee
– – -4,494 Closed
RA
1823
RFG Advisory
Alabama
– – -4,487 Closed
LCM
1824
Landscape Capital Management
New Jersey
– – -4,391 Closed
PCIG
1825
Partners Capital Investment Group
Massachusetts
– – -4,092 Closed
71 72
73
74 75