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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 %
VC
526
Vestor Capital
Illinois
$3.55M -$31.7K -388 -0.9%
HCMT
527
Highland Capital Management (Tennessee)
Tennessee
$3.53M -$603K -7,379 -15%
LW
528
Linscomb Wealth
Texas
$3.52M +$138K +1,692 +4%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$3.5M +$117K +1,432 +3%
MNBTD
530
Moody National Bank Trust Division
Texas
$3.48M +$341K +4,181 +11%
MFA
531
Mayflower Financial Advisors
Massachusetts
$3.48M -$17.1K -209 -0.5%
SPC
532
Sigma Planning Corp
Michigan
$3.44M +$90.7K +1,110 +3%
PWAG
533
Polaris Wealth Advisory Group
California
$3.41M -$11M -134,607 -76%
DIA
534
Dana Investment Advisors
Wisconsin
$3.41M +$344K +4,211 +11%
RAM
535
Roanoke Asset Management
New Jersey
$3.37M – – –
Lazard Asset Management
536
Lazard Asset Management
New York
$3.34M -$105K -1,286 -3%
CFP
537
Cypress Financial Planning
New Jersey
$3.34M -$50.6K -619 -1%
NMIMC
538
Northwestern Mutual Investment Management Company
Wisconsin
$3.29M -$67.1K -822 -2%
AWM
539
Axxcess Wealth Management
California
$3.28M -$911K -11,159 -22%
HWM
540
HB Wealth Management
Georgia
$3.26M +$184K +2,249 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
541
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.25M +$3.25M +39,823 New
MYLI
542
Meiji Yasuda Life Insurance
Japan
$3.24M +$666K +8,159 +26%
AC
543
Asio Capital
Kentucky
$3.23M -$16.7K -204 -0.5%
IMCOOI
544
Investment Management Corp of Ontario (IMCO)
Canada
$3.21M -$400K -4,901 -11%
HIP
545
HUB Investment Partners
Texas
$3.19M +$360K +4,402 +13%
RJT
546
Raymond James Trust
Florida
$3.14M +$76.4K +936 +2%
IAA
547
Independent Advisor Alliance
North Carolina
$3.14M -$149K -1,823 -5%
GWMIA
548
Global Wealth Management Investment Advisory
Florida
$3.12M +$17.5K +214 +0.6%
USCWA
549
U.S. Capital Wealth Advisors
Texas
$3.12M +$721K +8,830 +30%
GT
550
Greenleaf Trust
Michigan
$3.1M +$150K +1,841 +5%
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