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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 %
JDR
1826
Jay D. Rosenbaum
– – -3,810 Closed
PCM
1827
Prelude Capital Management
New York
– – -3,791 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1828
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -3,646 Closed
SCM
1829
SKBA Capital Management
California
– – -3,400 Closed
RIM
1830
Redwood Investment Management
Arizona
– – -3,279 Closed
BWCS
1831
Beirne Wealth Consulting Services
Connecticut
– – -2,817 Closed
ES
1832
Eagle Strategies
New York
– – -2,794 Closed
ALAM
1833
Asahi Life Asset Management
Japan
– – -2,780 Closed
ECM
1834
ExodusPoint Capital Management
New York
– – -2,776 Closed
CWM
1835
Curi Wealth Management
North Carolina
– – -2,715 Closed
PRWA
1836
Platte River Wealth Advisors
Colorado
– – -2,655 Closed
PWP
1837
Precedent Wealth Partners
Texas
– – -2,626 Closed
KIG
1838
Kennedy Investment Group
New Jersey
– – -2,612 Closed
PVH
1839
Psagot Value Holdings
Israel
– – -2,500 Closed
AGM
1840
Alpine Global Management
New York
– – -2,499 Closed
BAM
1841
Blueshift Asset Management
New Jersey
– – -2,458 Closed
TCMP
1842
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -2,410 Closed
GWS
1843
Glassman Wealth Services
Virginia
– – -2,372 Closed
NSB
1844
Norway Savings Bank
Maine
– – -2,353 Closed
WAG
1845
Winthrop Advisory Group
Massachusetts
– – -2,233 Closed
CAM
1846
Cozad Asset Management
Illinois
– – -2,220 Closed
BAM
1847
Brave Asset Management
New Jersey
– – -2,209 Closed
GSIS
1848
Global Strategic Investment Solutions
Arizona
– – -2,208 Closed
HWM
1849
Hemington Wealth Management
Virginia
– – -2,177 Closed
3IP
1850
3Chopt Investment Partners
Virginia
– – -2,175 Closed
72 73
74
75 76