MS icon

Morgan Stanley
MS

Overview Fund Activity

1,653 hedge funds and large institutions have $113B invested in Morgan Stanley in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 666 increasing their positions, 621 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
-19
Holders Change %
-1.14%
% of All Funds
26.36%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
122
Increased
666
Reduced
621
Closed
118
Calls
$2.92B
Puts
$2.83B
Net Calls
+$91.6M
Net Calls Change
-$73M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$482M
2
Boston Partners
Boston Partners
Massachusetts
+$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$281M
4
BlackRock
BlackRock
New York
-$246M
5
State Street
State Street
Massachusetts
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$601K +7,357 +5%
OHIS
302
Oak Harvest Investment Services
Texas
$12.2M +$3.97M +48,552 +48%
Bessemer Group
303
Bessemer Group
New Jersey
$12.1M -$175K -2,143 -1%
CAC
304
Core Alternative Capital
Georgia
$12M -$967K -11,836 -7%
SC
305
Scotia Capital
Ontario, Canada
$12M +$5.99M +73,363 +99%
Squarepoint
306
Squarepoint
New York
$12M +$5.48M +67,070 +84%
Brown Advisory
307
Brown Advisory
Maryland
$12M +$1.81M +22,136 +18%
Man Group
308
Man Group
United Kingdom
$11.8M -$26.3M -307,407 Closed
CCM
309
Copeland Capital Management
Pennsylvania
$11.8M -$283K -3,460 -2%
OC
310
Oppenheimer & Co
New York
$11.6M -$2.35M -28,799 -17%
Winslow Capital Management
311
Winslow Capital Management
Minnesota
$11.5M +$2.26M +27,716 +25%
NAM
312
Nissay Asset Management
Japan
$11.5M +$388K +4,753 +3%
ATC
313
Argent Trust Co
Tennessee
$11.4M +$249K +3,050 +2%
CAG
314
Crestwood Advisors Group
Massachusetts
$11.3M +$77.1K +944 +0.7%
ECM
315
ExodusPoint Capital Management
New York
$11.2M +$11.2M +137,366 New
GW
316
GW & Wade
Massachusetts
$11.2M -$95.3K -1,167 -0.8%
TCM
317
Telos Capital Management
California
$11.2M +$505K +6,189 +5%
FNBT
318
FineMark National Bank & Trust
Florida
$11.1M +$4K +49 +0%
Citadel Advisors
319
Citadel Advisors
Florida
$11.1M -$12M -147,156 -52%
PR
320
Payden & Rygel
California
$11M -$253K -3,100 -2%
PRIG
321
Payden & Rygel Investment Group
California
$11M +$11M +134,510 New
HW
322
Hancock Whitney
Mississippi
$11M +$165K +2,026 +2%
WorldQuant Millennium Advisors
323
WorldQuant Millennium Advisors
New York
$10.8M +$10.5M +128,460 +3,604%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$10.7M +$315K +3,854 +3%
Wealthfront Advisers
325
Wealthfront Advisers
California
$10.6M +$252K +3,082 +2%
11 12
13
14 15