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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 %
SWS
601
SYSTM Wealth Solutions
Illinois
$2.39M +$690K +8,450 +41%
ORAM
602
One River Asset Management
Connecticut
$2.36M +$2.01M +24,515 +571%
HI
603
Hoey Investments
Pennsylvania
$2.35M -$137K -1,676 -5%
TI
604
Tidal Investments
Wisconsin
$2.34M +$479K +5,868 +26%
BRWA
605
B. Riley Wealth Advisors
Florida
$2.34M +$840K +10,281 +56%
SCA
606
Snowden Capital Advisors
New York
$2.33M +$1.64M +41,376 +235%
CS
607
Comerica Securities
Michigan
$2.33M -$333K -4,081 -13%
EH
608
Equitable Holdings
New York
$2.33M +$198K +2,427 +9%
AIMCA
609
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.33M – – –
SFS
610
Sowell Financial Services
Arkansas
$2.32M +$322K +3,939 +16%
GIA
611
Gladstone Institutional Advisory
Florida
$2.31M +$1.86M +22,791 +419%
P
612
Pitcairn
Pennsylvania
$2.3M +$685K +8,389 +42%
BC
613
Burney Company
Virginia
$2.29M -$522K -6,395 -19%
BFPW
614
BOK Financial Private Wealth
Colorado
$2.29M -$316K -3,872 -12%
PP
615
Paloma Partners
Connecticut
$2.28M +$2.28M +27,946 New
VIM
616
Vinva Investment Management
Australia
$2.28M -$212K -2,577 -9%
Gates Foundation Trust
617
Gates Foundation Trust
Washington
$2.28M +$2.28M +27,880 New
UHC
618
Union Heritage Capital
Michigan
$2.27M – – –
FM
619
Foster & Motley
Ohio
$2.27M -$76.4K -935 -3%
SC
620
Savant Capital
Illinois
$2.25M +$88.2K +1,080 +4%
CANC
621
Culbertson A N & Co
Virginia
$2.25M +$24.1K +295 +1%
LI
622
LMCG Investments
Massachusetts
$2.23M -$83.8K -1,026 -4%
NIM
623
Northeast Investment Management
Massachusetts
$2.23M -$1.47K -18 -0.1%
LD
624
Lipe & Dalton
New York
$2.23M -$1.88K -23 -0.1%
VanEck Associates
625
VanEck Associates
New York
$2.22M -$351K -4,301 -14%
23 24
25
26 27