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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 %
JWM
551
Jupiter Wealth Management
Colorado
$3.09M -$190K -2,524 -6%
WANY
552
Wealthspire Advisors (New York)
New York
$3.07M +$2.02M +24,787 +193%
EW
553
Evexia Wealth
Wisconsin
$3.07M +$205K +2,870 +7%
PP
554
Patten & Patten
Tennessee
$3.06M +$18.2K +223 +0.6%
CC
555
Carlson Capital
Texas
$3.05M +$3.05M +37,400 New
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$3M -$139K -1,702 -4%
WSTAM
557
Wilbanks Smith & Thomas Asset Management
Virginia
$2.99M +$1.5M +18,314 +100%
SWM
558
Sculati Wealth Management
Michigan
$2.98M -$9.15K -112 -0.3%
LM
559
Lincluden Management
Ontario, Canada
$2.98M -$13.3K -163 -0.4%
AGC
560
Aspen Grove Capital
Colorado
$2.97M -$55.5K -679 -2%
AIMC
561
Alley Investment Management Company
Illinois
$2.94M – – –
KWA
562
KCS Wealth Advisory
California
$2.94M -$450K -5,514 -13%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$2.94M -$46.2K -566 -2%
CC
564
Centiva Capital
New York
$2.94M +$2.86M +34,965 +3,385%
CHC
565
City Holding Co
West Virginia
$2.93M +$267K +3,270 +10%
CCP
566
Cunning Capital Partners
North Carolina
$2.9M +$2.9M +35,478 New
USAA
567
United Services Automobile Association
Texas
$2.9M +$249K +3,051 +9%
ACM
568
Advent Capital Management
New York
$2.86M +$817K +10,000 +40%
SFI
569
Siemens Fonds Invest
Germany
$2.84M -$108K -1,325 -4%
LSAG
570
Lake Street Advisors Group
New Hampshire
$2.82M -$52.7K -645 -2%
VNIM
571
Vaughan Nelson Investment Management
Texas
$2.81M – – –
FNT
572
First National Trust
Pennsylvania
$2.78M +$1.75M +21,433 +171%
RAM
573
Readystate Asset Management
Illinois
$2.78M +$2.78M +33,981 New
PWMG
574
Pinnacle Wealth Management Group
Michigan
$2.77M +$25.3K +310 +0.9%
CT
575
Coastline Trust
Rhode Island
$2.75M +$506K +6,198 +23%
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