MS icon

Morgan Stanley
MS

Overview Fund Activity

1,577 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$855M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
2
BlackRock
BlackRock
New York
-$713M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$466M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$329M
5
Franklin Resources
Franklin Resources
California
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
601
Freedom Day Solutions
Texas
$2.87M -$224K -2,305 -7%
BAM
602
Blueshift Asset Management
New Jersey
$2.87M +$1.82M +18,693 +174%
SFS
603
Sowell Financial Services
Arkansas
$2.85M -$388K -3,984 -12%
SCM
604
Stevens Capital Management
Pennsylvania
$2.81M +$2.81M +28,906 New
PAM
605
Palisade Asset Management
Minnesota
$2.81M -$4.67K -48 -0.2%
EIM
606
Essex Investment Management
Massachusetts
$2.8M -$1.34M -13,760 -32%
RJT
607
Raymond James Trust
Florida
$2.78M -$202K -2,077 -7%
VPIM
608
Vanguard Personalized Indexing Management
California
$2.77M +$397K +4,077 +17%
VanEck Associates
609
VanEck Associates
New York
$2.76M -$981K -10,076 -26%
HFG
610
Heron Financial Group
New York
$2.75M +$42.8K +440 +2%
SRAM
611
Spouting Rock Asset Management
Pennsylvania
$2.75M -$639K -6,571 -19%
VVP
612
Venture Visionary Partners
Ohio
$2.72M +$9.63K +99 +0.4%
OAM
613
Occidental Asset Management
California
$2.71M +$97.7K +1,004 +4%
CAM
614
Carret Asset Management
New York
$2.71M +$19.1K +196 +0.7%
UHC
615
Union Heritage Capital
Michigan
$2.7M – – –
AssetMark Inc
616
AssetMark Inc
California
$2.7M -$3.35M -34,401 -55%
HB
617
Homrich & Berg
Georgia
$2.68M -$15.9K -163 -0.6%
VLC
618
Van Leeuwen & Company
New Jersey
$2.67M +$2.67M +27,480 New
HWA
619
HCR Wealth Advisors
California
$2.67M +$61.4K +631 +2%
IWA
620
IBEX Wealth Advisors
New Jersey
$2.66M +$102K +1,049 +4%
RWM
621
Ritholtz Wealth Management
New York
$2.65M +$422K +4,337 +19%
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.64M -$7.2K -74 -0.3%
DCM
623
Dimension Capital Management
Florida
$2.62M – – –
PDN
624
Pensionfund DSM Netherlands
Netherlands
$2.61M +$2.61M +26,800 New
AF
625
Arrow Financial
New York
$2.6M -$2.14M -21,975 -45%
23 24
25
26 27