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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 %
GAM
776
Gotham Asset Management
New York
$1.27M -$16.6K -203 -1%
CC
777
Courier Capital
New York
$1.27M – – –
LGF
778
LGT Group Foundation
Liechtenstein
$1.26M -$15.3M -189,963 -92%
SWM
779
SeaCrest Wealth Management
New York
$1.26M +$6.45K +79 +0.5%
RSA
780
River Street Advisors
Illinois
$1.26M +$76.4K +935 +6%
TAM
781
Trust Asset Management
Texas
$1.26M – – –
WPC
782
White Pine Capital
Minnesota
$1.25M -$62.7K -768 -5%
IIL
783
Insight Inv LLC
California
$1.25M – – –
MCWS
784
McKinley Carter Wealth Services
West Virginia
$1.25M +$1.25M +15,245 New
PI
785
PEAK6 Investments
Illinois
$1.24M -$3.95M -48,323 -76%
IIC
786
Ironwood Investment Counsel
Arizona
$1.24M -$64.4K -788 -5%
FCI
787
Financial Counselors Inc
Kansas
$1.23M +$139K +1,700 +13%
GWSG
788
GPS Wealth Strategies Group
Colorado
$1.23M -$3.84K -47 -0.3%
DA
789
Duality Advisers
Florida
$1.22M +$1.22M +14,988 New
Koshinski Asset Management
790
Koshinski Asset Management
Illinois
$1.22M +$8.58K +105 +0.7%
MAM
791
Mystic Asset Management
Rhode Island
$1.21M +$24.6K +301 +2%
LFM
792
LGT Fund Management
Liechtenstein
$1.21M +$96.5K +1,200 +9%
SIA
793
Schear Investment Advisers
Ohio
$1.21M -$37.3K -457 -3%
RPCONE
794
Retirement Planning Company of New England
Rhode Island
$1.21M +$352K +4,310 +41%
ST
795
Somerset Trust
Pennsylvania
$1.2M +$1.8K +22 +0.1%
DCM
796
Decatur Capital Management
Georgia
$1.2M – – –
AFS
797
Aft Forsyth & Sober
Florida
$1.2M – – –
CFG
798
Citizens Financial Group
Rhode Island
$1.19M +$615K +7,528 +106%
DM
799
Delphi Management
Massachusetts
$1.19M +$6.53K +80 +0.6%
PA
800
Profund Advisors
Maryland
$1.18M -$59K -723 -5%
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