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Morgan Stanley
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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$35.2B 377,085,167 – –
State Street
2
State Street
Massachusetts
$10.6B 113,915,845 +2,124,934 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.2B 109,042,753 -603,640 -0.6%
BlackRock
4
BlackRock
New York
$8.44B 90,499,215 +2,874,192 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.59B 59,940,044 +7,226,094 +14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.59B 38,451,051 +5,631,435 +17%
Capital International Investors
7
Capital International Investors
California
$2.28B 24,499,542 +1,865,645 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.22B 23,861,892 +241,414 +1%
Bank of America
9
Bank of America
North Carolina
$1.96B 20,966,912 -2,532,703 -11%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.89B 20,228,334 +495,055 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.88B 20,197,232 +575,114 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.61B 17,251,568 -6,222,884 -27%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.6B 17,139,623 -6,349,128 -27%
Ameriprise
14
Ameriprise
Minnesota
$1.43B 15,335,952 -1,658,594 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.4B 14,972,560 -249,942 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.38B 14,771,778 +1,612,507 +12%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.26B 13,469,721 -7,787,349 -37%
Northern Trust
18
Northern Trust
Illinois
$1.15B 12,314,250 -793,715 -6%
Morgan Stanley
19
Morgan Stanley
New York
$1.09B 11,664,108 +5,840,627 +100%
Goldman Sachs
20
Goldman Sachs
New York
$1.04B 11,155,744 -1,276,207 -10%
Invesco
21
Invesco
Georgia
$1B 10,777,004 +4,104,869 +62%
Norges Bank
22
Norges Bank
Norway
$958M 10,274,582 +252,621 +3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$845M 9,061,378 +979,250 +12%
Charles Schwab
24
Charles Schwab
California
$816M 8,820,988 +383,211 +5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$810M 8,683,688 -508,544 -6%
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