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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 %
QCG
751
Quadrant Capital Group
Ohio
$1.37M +$95.7K +1,172 +8%
HI
752
Horizon Investments
North Carolina
$1.36M -$16.9K -210 -1%
AIS
753
AM Investment Strategies
Tennessee
$1.36M +$10.9K +134 +0.8%
EP
754
Edgestream Partners
New Jersey
$1.36M +$963K +11,794 +245%
WSFS
755
Wilmington Savings Fund Society
Delaware
$1.36M +$17.5K +214 +1%
NWM
756
Northcape Wealth Management
New York
$1.35M -$51.1K -626 -4%
MTCM
757
Mint Tower Capital Management
Netherlands
$1.35M +$1.35M +16,528 New
BAM
758
Belpointe Asset Management
Nevada
$1.35M +$493K +6,031 +58%
VT
759
Vise Technologies
New York
$1.35M -$309K -3,783 -19%
SW
760
SteelPeak Wealth
California
$1.34M -$930K -11,385 -41%
FWP
761
FAS Wealth Partners
Kansas
$1.34M +$133K +1,626 +11%
BFIC
762
Bedell Frazier Investment Counselling
California
$1.33M +$32.7K +400 +3%
IB
763
Intrust Bank
Kansas
$1.33M -$51.2K -627 -4%
CWM
764
Chesapeake Wealth Management
Virginia
$1.33M -$24.7K -302 -2%
FTWA
765
Fifth Third Wealth Advisors
Ohio
$1.33M +$428K +5,245 +48%
UCFA
766
United Capital Financial Advisors
Texas
$1.32M -$142K -1,744 -10%
VA
767
Vident Advisory
Georgia
$1.32M +$1.32M +16,111 New
AIC
768
Argus Investors Counsel
New York
$1.31M -$42.5K -520 -3%
AIM
769
Allen Investment Management
New York
$1.31M -$82 -1 -0%
SWM
770
Spire Wealth Management
Virginia
$1.3M +$325K +3,978 +33%
PAM
771
Paradigm Asset Management
New York
$1.3M -$65.3K -800 -5%
1SB
772
1ST Source Bank
Indiana
$1.3M – – –
VCWA
773
Vanguard Capital Wealth Advisors
Colorado
$1.29M +$416K +5,091 +47%
WWA
774
WCG Wealth Advisors
Nevada
$1.28M +$286K +3,471 +29%
CA
775
Cetera Advisors
Colorado
$1.28M +$45.4K +604 +4%
29 30
31
32 33