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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 %
BCM
676
Brasada Capital Management
Texas
$1.78M +$187K +2,339 +12%
APWA
677
Atlas Private Wealth Advisors
New Jersey
$1.78M +$980 +12 +0.1%
CG
678
Caprock Group
Idaho
$1.78M +$117K +1,428 +7%
SFG
679
SevenBridge Financial Group
Pennsylvania
$1.77M +$388K +4,745 +28%
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.76M -$100K -1,365 -5%
NERM
681
New England Research & Management
Illinois
$1.75M +$357K +4,375 +26%
AW
682
Alaethes Wealth
Nevada
$1.74M +$6.7K +82 +0.4%
LIM
683
Leavell Investment Management
Alabama
$1.74M +$117K +1,430 +7%
CA
684
CoreCap Advisors
Michigan
$1.74M +$113K +1,389 +7%
CICI
685
Capital Investment Counsel Inc
North Carolina
$1.74M -$12.1K -148 -0.7%
HCCM
686
Hudson Canyon Capital Management
New York
$1.74M – – –
FB
687
Fulton Bank
Pennsylvania
$1.72M +$516K +6,312 +43%
MAS
688
Meeder Advisory Services
Ohio
$1.72M -$246K -3,012 -13%
UAS
689
United Asset Strategies
New York
$1.72M -$179K -2,191 -9%
BIM
690
Baldwin Investment Management
Pennsylvania
$1.72M +$144K +1,760 +9%
AWM
691
Ameliora Wealth Management
Switzerland
$1.71M +$73.5K +900 +5%
MWM
692
Modera Wealth Management
New Jersey
$1.69M -$30.2K -370 -2%
MYAM
693
Meiji Yasuda Asset Management
Japan
$1.69M +$144K +1,767 +9%
PFS
694
Prospera Financial Services
Texas
$1.68M +$202K +2,474 +14%
MUAMU
695
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.67M +$1.63M +20,000 +4,000%
BONH
696
Bank of New Hampshire
New Hampshire
$1.67M -$9.47K -116 -0.6%
TPCW
697
TD Private Client Wealth
New York
$1.67M +$1.05M +12,874 +170%
CMTU
698
Capital Markets Trading (UK)
United Kingdom
$1.66M +$1.02M +12,493 +159%
HWA
699
HCR Wealth Advisors
California
$1.65M -$340K -4,164 -17%
HCA
700
Harbor Capital Advisors
Illinois
$1.65M – – –
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