MS icon

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 %
GWM
576
Geneos Wealth Management
Colorado
$2.71M +$55.3K +677 +2%
OAM
577
Occidental Asset Management
California
$2.7M +$46.3K +567 +2%
FCBT
578
First Citizens Bank & Trust
North Carolina
$2.7M -$205K -2,504 -7%
FNBOO
579
First National Bank of Omaha
Nebraska
$2.67M -$434K -5,319 -14%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$2.67M -$89.8K -1,100 -3%
BC
581
Bartlett & Co
Ohio
$2.67M -$89.8K -1,100 -3%
CTI
582
Community Trust & Investment
Kentucky
$2.64M -$53.4K -654 -2%
RWM
583
Ritholtz Wealth Management
New York
$2.63M -$9.31K -114 -0.4%
KJHP
584
K.J. Harrison & Partners
Ontario, Canada
$2.62M -$490K -6,000 -16%
KFP
585
KMG Fiduciary Partners
Ohio
$2.62M +$104K +1,270 +4%
IWC
586
Integrated Wealth Concepts
Massachusetts
$2.59M -$52.4K -642 -2%
CAM
587
Carret Asset Management
New York
$2.57M +$115K +1,408 +5%
EF
588
Empowered Funds
Pennsylvania
$2.56M +$547K +6,699 +27%
WI
589
Wintrust Investments
Illinois
$2.56M -$1.36M -16,295 -35%
ASN
590
Advisory Services Network
Georgia
$2.56M +$215K +2,638 +9%
PAM
591
Palisade Asset Management
Minnesota
$2.55M +$68.8K +842 +3%
AJ
592
Ashburton (Jersey)
Jersey
$2.52M – – –
RPSA
593
Richard P. Slaughter Associates
Texas
$2.51M +$121K +1,481 +5%
KIA
594
KCM Investment Advisors
California
$2.51M -$83.5K -1,023 -3%
CW
595
Connectus Wealth
Ohio
$2.49M +$3.51K +43 +0.1%
TSS
596
Two Sigma Securities
New York
$2.48M +$1.87M +22,878 +303%
SCP
597
Shorepoint Capital Partners
Massachusetts
$2.47M +$254K +3,115 +11%
GFA
598
Gifford Fong Associates
California
$2.45M – – –
SWP
599
Stratos Wealth Partners
Ohio
$2.4M +$672K +8,226 +39%
SP
600
Symmetry Partners
Connecticut
$2.39M – – –
22 23
24
25 26