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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 %
DI
801
Diligent Investors
California
$1.17M -$37.2K -455 -3%
DAS
802
Dynamic Advisor Solutions
Arizona
$1.16M +$350K +4,285 +43%
NIM
803
NEOS Investment Management
Connecticut
$1.16M +$1.16M +14,152 New
DPIM
804
Duff & Phelps Investment Management
Illinois
$1.15M -$32.5K -398 -3%
ONB
805
Old National Bancorp
Indiana
$1.14M +$476K +5,825 +71%
SCI
806
S&CO Inc
Massachusetts
$1.14M – – –
SC
807
SouthState Corp
Florida
$1.13M +$42.2K +517 +4%
CAAS
808
Capital Asset Advisory Services
Michigan
$1.13M +$313K +3,970 +38%
NP
809
Nilsine Partners
Colorado
$1.13M +$408 +5 +0%
WT
810
Whittier Trust
California
$1.13M -$10.5K -129 -0.9%
PHS
811
Pekin Hardy Strauss
Illinois
$1.12M +$53.1K +650 +5%
BCP
812
Berkeley Capital Partners
Georgia
$1.11M -$28.4K -348 -2%
FCP
813
Fidelis Capital Partners
Florida
$1.11M +$21.7K +266 +2%
GS
814
GTS Securities
New York
$1.11M +$1.11M +13,553 New
EM
815
Excalibur Management
Massachusetts
$1.1M +$11.3K +138 +1%
SFM
816
Systematic Financial Management
New Jersey
$1.1M – – –
TF
817
TLWM Financial
Texas
$1.09M +$38.4K +470 +4%
ANTB
818
AMG National Trust Bank
Colorado
$1.09M +$22.1K +270 +2%
AF
819
Allworth Financial
California
$1.09M -$17K -208 -2%
LRWA
820
Long Run Wealth Advisors
New York
$1.09M -$408 -5 -0%
T. Rowe Price Investment Management
821
T. Rowe Price Investment Management
Maryland
$1.09M +$853K +10,437 +368%
IRC
822
Investors Research Corp
Georgia
$1.08M – – –
MCP
823
Mirador Capital Partners
California
$1.07M +$1.07M +13,158 New
FDS
824
First Dallas Securities
Texas
$1.07M +$695K +8,513 +185%
BFS
825
Bard Financial Services
Connecticut
$1.07M +$38.8K +475 +4%
31 32
33
34 35