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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 %
AAM
501
Aureus Asset Management
Massachusetts
$3.92M -$916K -11,212 -19%
O
502
Ossiam
France
$3.91M +$1.29M +15,744 +49%
AIP
503
Ameritas Investment Partners
Nebraska
$3.89M -$348K -4,263 -8%
Walleye Trading
504
Walleye Trading
New York
$3.89M +$3.89M +47,574 New
LNC
505
Lincoln National Corp
Pennsylvania
$3.88M +$260K +3,208 +7%
CWG
506
Cornerstone Wealth Group
North Carolina
$3.88M -$90.4K -1,107 -2%
QCM
507
Quantinno Capital Management
New York
$3.87M +$933K +11,426 +32%
TL
508
Tradewinds LLC
North Carolina
$3.85M +$244K +2,993 +7%
EF
509
Empirical Finance
Pennsylvania
$3.83M +$322K +3,947 +9%
LCM
510
Laurion Capital Management
New York
$3.81M +$2.75M +33,621 +259%
SQA
511
Simon Quick Advisors
New Jersey
$3.8M +$68.6K +840 +2%
LFAS
512
Level Four Advisory Services
Texas
$3.79M +$96.5K +1,181 +3%
MIA
513
MainStreet Investment Advisors
Illinois
$3.76M +$3.76M +46,007 New
HWAM
514
Hennion & Walsh Asset Management
New Jersey
$3.69M +$710K +8,688 +24%
HNB
515
Huntington National Bank
Ohio
$3.65M +$177K +2,173 +5%
XWM
516
Xcel Wealth Management
Florida
$3.64M +$770K +9,429 +27%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$3.63M -$87K -1,065 -2%
JIC
518
Joel Isaacson & Co
New York
$3.63M +$2.78K +34 +0.1%
VMPIC
519
Varma Mutual Pension Insurance Co
Finland
$3.62M +$531K +6,505 +17%
RCM
520
RNC Capital Management
California
$3.62M -$84.4K -1,034 -2%
AHC
521
Adell Harriman & Carpenter
Texas
$3.61M +$90.5K +1,108 +3%
SW
522
SkyOak Wealth
Michigan
$3.61M -$30K -367 -0.8%
CTC
523
Central Trust Company
Missouri
$3.59M -$145K -1,773 -4%
JWM
524
Jackson Wealth Management
Florida
$3.59M -$178K -2,181 -5%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.55M -$265K -3,241 -7%
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