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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 %
WHG
701
Westwood Holdings Group
Texas
$1.64M -$109K -1,339 -6%
CIA
702
Capital Investment Advisors
Georgia
$1.63M -$41.1K -503 -2%
PMA
703
Prudent Man Advisors
Illinois
$1.63M -$224K -2,746 -12%
UFG
704
United Fire Group
Iowa
$1.63M -$1.47M -18,000 -47%
SLI
705
Sumitomo Life Insurance
Japan
$1.63M -$21.2K -259 -1%
PWM
706
Perigon Wealth Management
California
$1.62M -$30.8K -377 -2%
FFM
707
Forum Financial Management
Illinois
$1.62M +$163 +2 +0%
DEA
708
DoubleLine ETF Adviser
Florida
$1.6M +$58.2K +713 +4%
DGAM
709
Desjardins Global Asset Management
Quebec, Canada
$1.6M -$252K -3,082 -14%
IA
710
IFG Advisory
Georgia
$1.6M -$17.8K -218 -1%
NL
711
NVWM LLC
Pennsylvania
$1.58M +$68.5K +839 +5%
BBHC
712
Brown Brothers Harriman & Co
New York
$1.58M +$88.5K +1,084 +6%
BW
713
Bison Wealth
Georgia
$1.57M +$100K +1,229 +7%
APWM
714
Atlas Private Wealth Management
New York
$1.56M +$89.3K +1,093 +6%
HIA
715
Harvest Investment Advisors
Florida
$1.54M -$7.43K -91 -0.5%
WWM
716
Wolff Wiese Magana
California
$1.54M +$47.4K +580 +3%
HCM
717
Howland Capital Management
Massachusetts
$1.53M – – –
SW
718
SVB Wealth
Massachusetts
$1.52M +$36.1K +442 +2%
DAM
719
Deltec Asset Management
New York
$1.51M – – –
AIM
720
Acropolis Investment Management
Missouri
$1.51M +$5.23K +64 +0.3%
CWP
721
Cyndeo Wealth Partners
Florida
$1.5M -$361K -4,426 -19%
FMAEN1
722
Fund Management at Engine No 1
California
$1.49M +$105K +1,289 +8%
TAM
723
Tocqueville Asset Management
New York
$1.49M -$64.1K -785 -4%
AFM
724
Abbot Financial Management
Massachusetts
$1.48M -$8.17K -100 -0.5%
MOS
725
MGO One Seven
Ohio
$1.48M -$87.7K -1,074 -6%
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