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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 %
BA
426
Baugh & Associates
Georgia
$5.84M -$11.4K -140 -0.2%
ECU
427
Eisler Capital (US)
New York
$5.82M +$5.82M +71,305 New
BP
428
Ballentine Partners
Massachusetts
$5.76M -$5.72K -70 -0.1%
TCBWMS
429
Texas Capital Bank Wealth Management Services
Texas
$5.65M -$928K -11,365 -14%
SIG
430
Stonegate Investment Group
Alabama
$5.63M -$172K -2,110 -3%
GAB
431
German American Bancorp
Indiana
$5.6M +$54.6K +668 +1%
BF
432
BOK Financial
Oklahoma
$5.59M -$881K -12,437 -14%
IAN
433
Integrated Advisors Network
Texas
$5.54M -$161K -1,967 -3%
NMERB
434
New Mexico Educational Retirement Board
New Mexico
$5.54M +$351K +4,300 +7%
BBI
435
Baxter Bros Inc
Connecticut
$5.48M +$123K +1,509 +2%
AFG
436
Albion Financial Group
Utah
$5.44M +$495K +6,067 +10%
Verition Fund Management
437
Verition Fund Management
Connecticut
$5.42M +$4.02M +49,165 +286%
TRCT
438
Tower Research Capital (TRC)
New York
$5.41M +$1.09M +13,348 +25%
AMI
439
Amica Mutual Insurance
Rhode Island
$5.41M -$916K -11,221 -14%
AAS
440
Avantax Advisory Services
Texas
$5.4M +$199K +2,440 +4%
PSP
441
Principal Street Partners
Tennessee
$5.4M -$44.3K -543 -0.8%
HVIA
442
Hudson Valley Investment Advisors
New York
$5.38M +$104K +1,274 +2%
ZCM
443
Zenyatta Capital Management
Delaware
$5.31M +$4.7M +57,500 +767%
TC
444
Telemus Capital
Michigan
$5.26M -$2.15M -26,275 -29%
API
445
Advisor Partners II
California
$5.24M -$6.53K -80 -0.1%
CFM
446
Coronation Fund Managers
South Africa
$5.2M -$323K -3,952 -6%
Lido Advisors
447
Lido Advisors
California
$5.14M +$116K +1,421 +2%
BCM
448
Becker Capital Management
Oregon
$5.14M +$32.3K +395 +0.6%
ISB
449
Iowa State Bank
Iowa
$5.12M -$112K -1,374 -2%
DLCIG
450
D.L. Carlson Investment Group
New Hampshire
$5.1M -$35.4K -433 -0.7%
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