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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 %
CCM
476
CAAS Capital Management
New York
$4.46M +$4.46M +54,554 New
FHB
477
First Hawaiian Bank
Hawaii
$4.41M +$386K +4,729 +10%
1IA
478
1834 Investment Advisors
Wisconsin
$4.39M -$840K -10,289 -16%
GQG Partners
479
GQG Partners
Florida
$4.35M +$1.21M +14,792 +38%
ERWM
480
Elk River Wealth Management
Colorado
$4.34M -$141K -1,731 -3%
BCA
481
Bernzott Capital Advisors
California
$4.33M -$618K -7,566 -12%
LSWM
482
Lorne Steinberg Wealth Management
Canada
$4.32M -$35.9K -440 -0.8%
MLICM
483
Metropolitan Life Insurance Company (MetLife)
New York
$4.31M -$325K -3,982 -7%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.29M -$137K -1,679 -3%
GCA
485
Greenwood Capital Associates
South Carolina
$4.27M +$1.65M +20,189 +63%
DCM
486
Donaldson Capital Management
Indiana
$4.26M -$335K -4,104 -7%
IFAM
487
Institutional & Family Asset Management
Colorado
$4.25M +$5.23K +64 +0.1%
CIG
488
Consolidated Investment Group
Colorado
$4.21M – – –
AWS
489
Atria Wealth Solutions
New York
$4.21M +$1.05M +12,817 +33%
NB
490
Norinchukin Bank
Japan
$4.19M -$5.78M -70,766 -58%
TCA
491
Trifecta Capital Advisors
Illinois
$4.13M -$17.3K -212 -0.4%
SF
492
Summit Financial
New Jersey
$4.12M +$749K +9,174 +22%
CIS
493
Capital International Sarl
California
$4.1M -$2.77M -33,905 -40%
JFG
494
Jefferies Financial Group
New York
$4.07M +$1.62M +19,876 +66%
PWMAG
495
Pinnacle Wealth Management Advisory Group
New Jersey
$4.04M +$79.7K +976 +2%
MPM
496
Meritage Portfolio Management
Kansas
$4.04M +$1.03M +12,667 +34%
CI
497
Capital International
California
$3.98M -$3.26M -39,925 -45%
VRS
498
Virginia Retirement Systems
Virginia
$3.95M -$2.92M -35,700 -42%
CNBT
499
Canandaigua National Bank & Trust
New York
$3.94M -$231K -2,830 -6%
First Manhattan
500
First Manhattan
New York
$3.92M -$96.3K -1,179 -2%
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