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Morgan Stanley
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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 %
LIWM
1876
Long Island Wealth Management
New York
– – -38 Closed
VAMG
1877
Voisard Asset Management Group
Michigan
– – -30 Closed
NMG
1878
New Millennium Group
Utah
– – -29 Closed
NFA
1879
Northwest Financial Advisors
Virginia
– – -27 Closed
AWM
1880
Able Wealth Management
New Jersey
– – -23 Closed
AP
1881
Arlington Partners
Alabama
– – -17 Closed
AIMA
1882
Ables Iannone Moore & Associates
Georgia
– – -13 Closed
FP
1883
Financial Perspectives
Minnesota
– – -5 Closed
DAL
1884
Delta Accumulation LLC
California
– – – –
CC
1885
Centiva Capital
New York
– – – –
Group One Trading
1886
Group One Trading
Illinois
– – – –
GCP
1887
Garda Capital Partners
Minnesota
– – – –
PMEF
1888
Point72 Middle East FZE
United Arab Emirates
– – – –
RAM
1889
Readystate Asset Management
Illinois
– – – –
PI
1890
PEAK6 Investments
Illinois
– – – –
KCM
1891
Kingdon Capital Management
New York
– – – –
XS
1892
XR Securities
Illinois
– – – –
ECU
1893
Eisler Capital (US)
New York
– – – –
IMC Chicago
1894
IMC Chicago
Illinois
– – – –
MTCM
1895
Mint Tower Capital Management
Netherlands
– – – –
Simplex Trading
1896
Simplex Trading
Illinois
– – – –
WAM
1897
Wolverine Asset Management
Illinois
– – – –
CSS
1898
Cubist Systematic Strategies
Connecticut
– – – –
LP
1899
LMR Partners
United Kingdom
– – – –
VF
1900
VitalStone Financial
Texas
$0 1 – –
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