MS icon

Morgan Stanley
MS

Overview Fund Activity

1,577 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, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
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
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$855M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
2
BlackRock
BlackRock
New York
-$713M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$466M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$329M
5
Franklin Resources
Franklin Resources
California
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
851
Parsec Financial Management
North Carolina
$1.11M +$18.5K +186 +2%
AAM
852
AR Asset Management
California
$1.11M – – –
JC
853
JB Capital
Connecticut
$1.11M +$1.11M +11,381 New
CWA
854
Core Wealth Advisors
Florida
$1.11M -$358K -3,681 -24%
VCA
855
Verdence Capital Advisors
Maryland
$1.1M +$158K +1,620 +17%
GC
856
GFG Capital
Florida
$1.1M +$1.27K +13 +0.1%
NCP
857
NexWave Capital Partners
New York
$1.09M – – –
RZH
858
Relyea Zuckerberg Hanson
Connecticut
$1.09M +$110K +1,130 +11%
LWM
859
Lyell Wealth Management
California
$1.09M – – –
TWM
860
TriaGen Wealth Management
California
$1.09M +$385K +3,957 +55%
BTWM
861
Baker Tilly Wealth Management
Wisconsin
$1.08M +$168K +1,722 +18%
RA
862
Rational Advisors
New York
$1.08M -$696K -7,152 -39%
SIA
863
Strategic Investment Advisors
Michigan
$1.08M +$12.8K +132 +1%
UONDDL
864
University of Notre Dame du Lac
Indiana
$1.08M +$1.08M +11,080 New
DZ Bank
865
DZ Bank
Germany
$1.07M -$141K -1,435 -12%
APWA
866
Atlas Private Wealth Advisors
New Jersey
$1.07M -$41.8K -430 -4%
CAN
867
Claraphi Advisory Network
United States
$1.07M -$1.65K -17 -0.2%
WT
868
Washington Trust
Rhode Island
$1.07M -$9.74K -100 -0.9%
MC
869
Muhlenkamp & Co
Pennsylvania
$1.05M – – –
CASB
870
Cape Ann Savings Bank
Massachusetts
$1.05M +$80.3K +825 +8%
SRC
871
Sage Rhino Capital
California
$1.04M -$686K -7,045 -40%
HI
872
Horizon Investments
North Carolina
$1.03M -$14.1K -146 -1%
OIA
873
OneDigital Investment Advisors
Kansas
$1.03M -$101K -1,035 -9%
CT
874
Columbia Trust
Oregon
$1.03M +$20.8K +214 +2%
AG
875
AIA Group
Hong Kong
$1.01M -$3.2M -32,848 -76%
33 34
35
36 37