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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 %
CBOR
626
Community Bank of Raymore
Missouri
$2.2M +$136K +1,670 +7%
TMAM
627
Tokio Marine Asset Management
Japan
$2.17M +$176K +2,151 +9%
VI
628
Vestcor Inc
New Brunswick, Canada
$2.17M -$201K -2,462 -8%
WIS
629
Wright Investors Service
Connecticut
$2.17M -$714K -8,739 -25%
VVP
630
Venture Visionary Partners
Ohio
$2.16M -$817 -10 -0%
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$2.15M +$784K +9,602 +57%
HAIM
632
Hunter Associates Investment Management
Pennsylvania
$2.13M -$5.47K -67 -0.3%
SFA
633
Sequoia Financial Advisors
Ohio
$2.12M -$12.8K -157 -0.6%
SIC
634
Salem Investment Counselors
North Carolina
$2.12M +$227K +2,777 +12%
TCA
635
Transcend Capital Advisors
New Jersey
$2.12M -$421K -5,161 -17%
BFG
636
Bleakley Financial Group
New Jersey
$2.11M -$52.8K -646 -2%
SS
637
Simplicity Solutions
Minnesota
$2.11M -$44.5K -545 -2%
NLP
638
Next Level Private
New York
$2.11M +$1.77K +22 +0.1%
DBT
639
Dubuque Bank & Trust
Iowa
$2.11M +$7.02K +86 +0.3%
MWM
640
Meridian Wealth Management
Kentucky
$2.1M +$942K +11,533 +81%
TYCC
641
Texas Yale Capital Corp
Florida
$2.1M – – –
CCM
642
Cinctive Capital Management
New York
$2.1M -$7.45M -91,209 -78%
HIC
643
Hartline Investment Corp
Illinois
$2.09M +$442K +5,408 +27%
ATPW
644
Ashton Thomas Private Wealth
Arizona
$2.08M +$175K +2,144 +9%
Kovitz Investment Group Partners
645
Kovitz Investment Group Partners
Illinois
$2.08M +$526K +6,443 +34%
BIP
646
Bouvel Investment Partners
Pennsylvania
$2.07M +$27.4K +336 +1%
S
647
SignatureFD
Georgia
$2.07M -$245K -2,999 -11%
GDP
648
Great Diamond Partners
Maine
$2.07M +$3.76K +46 +0.2%
FSA
649
Franklin Street Advisors
North Carolina
$2.04M – – –
HCM
650
Hodges Capital Management
Texas
$2.04M +$2.04M +24,999 New
24 25
26
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