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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 %
AWM
401
AE Wealth Management
Kansas
$6.57M -$1.2M -14,642 -15%
GFG
402
Greystone Financial Group
Michigan
$6.56M +$2.66M +32,543 +68%
PAG
403
Private Advisor Group
New Jersey
$6.55M +$41.9K +513 +0.6%
BAMF
404
BI Asset Management Fondsmaeglerselskab
Denmark
$6.54M +$1.76M +21,563 +37%
DA
405
DCM Advisors
New York
$6.52M -$59K -722 -0.9%
PCIA
406
Prime Capital Investment Advisors
Kansas
$6.49M +$106K +1,294 +2%
JWBC
407
J.W. Burns & Co
New York
$6.47M -$2.04K -25 -0%
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$6.46M -$123K -1,500 -2%
HC
409
Hourglass Capital
Texas
$6.41M -$16.7K -205 -0.3%
DADC
410
D.A. Davidson & Co
Montana
$6.29M +$63.7K +780 +1%
MA
411
Montag & Associates
Georgia
$6.27M +$324K +3,965 +5%
CAM
412
Cresset Asset Management
Illinois
$6.26M -$153K -1,877 -2%
KOCAA
413
Knights of Columbus Asset Advisors
Connecticut
$6.21M +$15.8K +193 +0.3%
SG Americas Securities
414
SG Americas Securities
New York
$6.15M -$2.5M -30,666 -29%
WIA
415
Westbourne Investment Advisors
Maryland
$6.15M +$46.2K +566 +0.8%
AG
416
Advocate Group
Minnesota
$6.12M +$129K +1,574 +2%
HR
417
Howe & Rusling
New York
$6.03M -$216K -2,643 -3%
BPC
418
Banque Pictet & Cie
Switzerland
$6.01M +$165K +2,020 +3%
AWM
419
Avitas Wealth Management
California
$6M -$18.4K -225 -0.3%
LWM
420
Lyell Wealth Management
California
$5.99M -$97.4K -1,192 -2%
OLA
421
Oliver Luxxe Assets
New Jersey
$5.97M +$77.4K +948 +1%
LCM
422
Logan Capital Management
Pennsylvania
$5.96M -$393K -4,817 -6%
N
423
Natixis
France
$5.92M +$2.25M +27,526 +61%
HAI
424
Hennessy Advisors Inc
California
$5.87M -$547K -6,700 -9%
CJL
425
Cyrus J. Lawrence
New York
$5.86M +$49.3K +604 +0.8%
15 16
17
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