MS icon

Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.12%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$25.8B 377,085,167 – –
State Street
2
State Street
Massachusetts
$8.27B 120,618,007 +9,583,443 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.92B 115,568,054 +18,456,606 +19%
BlackRock
4
BlackRock
New York
$7.51B 109,542,055 +16,932,592 +18%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.74B 98,409,202 +10,552,671 +12%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.66B 53,346,741 +3,094,832 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.47B 35,972,769 +18,409,146 +105%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.05B 29,925,698 +22,956,884 +329%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.49B 21,861,419 +3,876,631 +22%
KBC Group
10
KBC Group
Belgium
$1.39B 3,686,474 +934,528 +34%
Ameriprise
11
Ameriprise
Minnesota
$1.34B 19,577,239 +5,961,353 +44%
Bank of America
12
Bank of America
North Carolina
$1.31B 19,075,397 +2,491,010 +15%
Norges Bank
13
Norges Bank
Norway
$1.3B 18,923,088 +4,888,981 +35%
Northern Trust
14
Northern Trust
Illinois
$1.2B 17,475,078 +1,789,654 +11%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$1.18B 17,242,287 -810,430 -4%
Invesco
16
Invesco
Georgia
$1.02B 14,921,405 -1,877,180 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$967M 14,109,006 +392,150 +3%
Eagle Capital Management (New York)
18
Eagle Capital Management (New York)
New York
$894M 13,049,030 -620,896 -5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$855M 12,476,174 +2,631,219 +27%
Primecap Management
20
Primecap Management
California
$827M 12,072,976 +12,072,976 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$820M 11,967,101 +2,098,498 +21%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$766M 11,172,733 -51,750 -0.5%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$700M 9,196,790 -1,191,352 -11%
GA
24
Greenhaven Associates
New York
$654M 9,540,545 +330,771 +4%
Franklin Resources
25
Franklin Resources
California
$644M 9,394,899 +302,064 +3%
1
2 3 4 5