We are live on ! Find out more
MS icon

Morgan Stanley
MS

1,585 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 553 increasing their positions, 662 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

10% more funds holding in top 10

Funds holding in top 10: 58 → 64 (+6)

3% more funds holding

Funds holding: 1,545 → 1,585 (+40)

3% more capital invested

Capital invested by funds: $144B → $149B (+$4.9B)

0.57% less ownership

Funds ownership: 84.36% → 83.79% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 662

47% less call options, than puts

Call options by funds: $2.57B | Put options by funds: $4.82B

Holders
1,585
Holders Change
+40
Holders Change %
+2.59%
% of All Funds
27.74%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
553
Reduced
662
Closed
75
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$871M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$507M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$444M
4
Goldman Sachs
Goldman Sachs
New York
+$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$165M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.07B
2
BlackRock
BlackRock
New York
-$726M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$474M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$335M
5
Franklin Resources
Franklin Resources
California
-$269M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
826
DCF Advisers
Connecticut
$1.22M -$991K -10,000 -44%
FNT
827
First National Trust
Pennsylvania
$1.22M -$38.3K -387 -3%
PWP
828
Principle Wealth Partners
Connecticut
$1.21M -$72.3K -730 -6%
DT
829
Diversified Trust
Tennessee
$1.21M -$378K -3,818 -24%
PPW
830
Parcion Private Wealth
Washington
$1.2M -$1.68K -17 -0.1%
IMC Chicago
831
IMC Chicago
Illinois
$1.2M +$1.22M +12,343 New
MCM
832
MAI Capital Management
Ohio
$1.2M +$194K +1,954 +19%
LSAG
833
Lake Street Advisors Group
New Hampshire
$1.2M +$418K +4,215 +52%
SEC
834
Seven Eight Capital
New York
$1.19M -$1.95M -19,675 -62%
S
835
Seeyond
France
$1.19M +$732K +7,383 +151%
CAG
836
Csenge Advisory Group
Florida
$1.19M -$231K -2,334 -16%
UFF
837
USA Financial Formulas
Michigan
$1.19M +$1.16M +11,666 +1,971%
WT
838
Whittier Trust
California
$1.19M +$114K +1,147 +10%
WAP
839
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$14.9K +150 +1%
PGIM
840
Pacific Global Investment Management
California
$1.18M -$4.16K -42 -0.3%
SAM
841
Silvercrest Asset Management
New York
$1.17M -$2.08K -21 -0.2%
CPO
842
Cerity Partners OCIO
New York
$1.17M +$95.2K +961 +9%
SM
843
SG3 Management
Puerto Rico
$1.17M +$1.19M +12,000 New
QCG
844
Quadrant Capital Group
Ohio
$1.16M +$27.1K +274 +2%
PCA
845
Pallas Capital Advisors
Massachusetts
$1.16M -$146K -1,471 -12%
HBT
846
Hills Bank & Trust
Iowa
$1.15M -$38.1K -385 -3%
TCOT
847
Trust Company of Toledo
Ohio
$1.15M -$991 -10 -0.1%
GFP
848
Gryphon Financial Partners
Ohio
$1.15M +$158K +1,590 +16%
CCA
849
Childress Capital Advisors
Texas
$1.15M +$432K +4,360 +58%
BP
850
Ballentine Partners
Massachusetts
$1.14M -$4.56K -46 -0.4%
32 33
34
35 36

MS Hedge Fund Activity: Q3 2021 in Review

1,585 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2021, worth a combined $149B — up 3.4% from $144B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MS positions and 75 closed out — a net gain of 59 holders — while 553 added to existing stakes and 662 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $871M. The largest seller was JP Morgan Chase, cutting an estimated $1.07B.

  • 1,585 institutional investors held Morgan Stanley (MS) as of Q3 2021, up from 1,545 in Q2 2021.
  • Funds reported $149B of Morgan Stanley stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 134 funds opened new Morgan Stanley positions in Q3 2021 and 75 closed out, a net change of +59 holders.
  • The largest Morgan Stanley buyer in Q3 2021 was Capital Research Global Investors, an estimated $871M added.
  • The largest Morgan Stanley seller in Q3 2021 was JP Morgan Chase, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2021.