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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$35.5B 377,085,167 – –
State Street
2
State Street
Massachusetts
$10.5B 111,569,678 -2,346,167 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.2B 108,436,118 -606,635 -0.6%
BlackRock
4
BlackRock
New York
$8.4B 89,219,481 -1,279,734 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.73B 50,279,626 -9,660,418 -16%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.04B 42,901,669 +4,450,618 +12%
Capital International Investors
7
Capital International Investors
California
$2.68B 28,481,070 +3,981,528 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.3B 24,542,538 +680,646 +3%
Bank of America
9
Bank of America
North Carolina
$2.14B 22,733,156 +1,766,244 +8%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.96B 20,783,077 +554,743 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.87B 19,828,106 -369,126 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.63B 17,261,343 +9,775 +0.1%
Ameriprise
13
Ameriprise
Minnesota
$1.25B 13,296,699 -2,039,253 -13%
Norges Bank
14
Norges Bank
Norway
$1.25B 13,266,855 +2,992,273 +29%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.21B 12,891,605 -578,116 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.18B 12,572,023 -2,199,755 -15%
Northern Trust
17
Northern Trust
Illinois
$1.11B 11,812,018 -502,232 -4%
Invesco
18
Invesco
Georgia
$1.08B 11,470,143 +693,139 +6%
Charles Schwab
19
Charles Schwab
California
$1.01B 10,873,418 +2,052,430 +23%
Capital Research Global Investors
20
Capital Research Global Investors
California
$972M 10,317,997 -6,821,626 -40%
Goldman Sachs
21
Goldman Sachs
New York
$930M 9,874,450 -1,281,294 -11%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$896M 9,515,820 +454,442 +5%
UBS Group
23
UBS Group
Switzerland
$826M 8,772,018 +1,535,188 +21%
Barclays
24
Barclays
United Kingdom
$821M 8,718,762 +2,073,167 +31%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$809M 8,591,476 -92,212 -1%
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