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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 %
KFGK
1826
Keystone Financial Group (Kentucky)
Kentucky
– – -2,886 Closed
QPWM
1827
Quadrant Private Wealth Management
Pennsylvania
– – -2,830 Closed
RC
1828
Reik & Co
New York
– – -2,703 Closed
MTWM
1829
Masso Torrence Wealth Management
New Jersey
– – -2,595 Closed
BMCM
1830
Bryn Mawr Capital Management
Pennsylvania
– – -2,544 Closed
GC
1831
Gratus Capital
Georgia
– – -2,506 Closed
CCP
1832
Carmel Capital Partners
California
– – -2,107 Closed
HFM
1833
Harvest Fund Management
China
– – -1,848 Closed
IAS
1834
IMA Advisory Services
Colorado
– – -1,804 Closed
HL
1835
HeadInvest LLC
Maine
– – -1,802 Closed
CG
1836
Cutler Group
California
– – -1,540 Closed
PPWM
1837
PFG Private Wealth Management
Florida
– – -1,449 Closed
RTC
1838
Riverview Trust Company
Washington
– – -1,422 Closed
RCG
1839
Rock Creek Group
District of Columbia
– – -1,334 Closed
SCA
1840
Stonebridge Capital Advisors
Minnesota
– – -960 Closed
MTIM
1841
Marathon Trading Investment Management
Pennsylvania
– – -600 Closed
RW
1842
RVW Wealth
California
– – -336 Closed
WWP
1843
WR Wealth Planners
Missouri
– – -334 Closed
LFA
1844
LGT Financial Advisors
Texas
– – -300 Closed
DMKJ
1845
David M. Knott Jr
– – -293 Closed
FAM
1846
Flaharty Asset Management
Florida
– – -271 Closed
Legacy Financial Group (Iowa)
1847
Legacy Financial Group (Iowa)
Iowa
– – -244 Closed
NIC
1848
Northwest Investment Counselors
Oregon
– – -225 Closed
HWM
1849
HighMark Wealth Management
Minnesota
– – -200 Closed
BC
1850
Barrett & Company
Rhode Island
– – -200 Closed
72 73
74
75 76