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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 %
WMA
1851
Wealth Management Associates
New Jersey
– – -2,172 Closed
A
1852
AJOVista
Massachusetts
– – -1,794 Closed
MME
1853
Meag Munich Ergo
Germany
– – -1,660 Closed
FBC
1854
Fairfield, Bush & Co
Connecticut
– – -1,585 Closed
APW
1855
Austin Private Wealth
Texas
– – -1,382 Closed
DAC
1856
Dividend Assets Capital
South Carolina
– – -1,233 Closed
MS
1857
Mizuho Securities
Japan
– – -1,200 Closed
PFA
1858
Pathway Financial Advisers
Indiana
– – -1,053 Closed
TWM
1859
Tradition Wealth Management
Minnesota
– – -997 Closed
CW
1860
Cooksen Wealth
Texas
– – -903 Closed
ODG
1861
O'Dell Group
Ohio
– – -766 Closed
UIA
1862
Ulland Investment Advisors
Minnesota
– – -675 Closed
SWC
1863
Spectrum Wealth Counsel
Indiana
– – -671 Closed
LFASL
1864
Lugano Financial Advisors SA (LFA)
Switzerland
– – -625 Closed
LFA
1865
Livelsberger Financial Advisory
Ohio
– – -597 Closed
SA
1866
Scarborough Advisors
Maryland
– – -573 Closed
FWM
1867
Focused Wealth Management
New York
– – -208 Closed
BCM
1868
Bourgeon Capital Management
Connecticut
– – -200 Closed
HFS
1869
Hantz Financial Services
Michigan
$0 4 -140 -97%
TVAMP
1870
Tennessee Valley Asset Management Partners
Tennessee
– – -139 Closed
PP
1871
PrairieView Partners
Minnesota
– – -107 Closed
FF
1872
Friedenthal Financial
New Jersey
– – -100 Closed
WIM
1873
Westside Investment Management
California
– – -70 Closed
DEM
1874
Disciplined Equity Management
Florida
– – -66 Closed
AWM
1875
AllSquare Wealth Management
New York
– – -60 Closed
73 74
75
76 77