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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 %
DLHL
851
Donald L. Hagan LLC
Florida
$974K -$25.2K -308 -3%
DAM
852
Delta Asset Management
Tennessee
$974K – – –
CCG
853
Chatham Capital Group
Georgia
$974K +$582K +7,120 +148%
SSWM
854
Smith Salley Wealth Management
North Carolina
$973K +$973K +11,911 New
PFSC
855
Peoples Financial Services Corp
Pennsylvania
$970K +$330K +4,042 +52%
ADIM
856
Alpha DNA Investment Management
Maryland
$969K -$1.15M -14,051 -54%
BAM
857
Berkshire Asset Management
Pennsylvania
$967K – – –
MG
858
Mather Group
Illinois
$967K +$9.88K +121 +1%
MM
859
MQS Management
New York
$964K +$964K +11,804 New
TFA
860
Transamerica Financial Advisors
Florida
$962K -$67.1K -822 -7%
RZH
861
Relyea Zuckerberg Hanson
Connecticut
$958K +$898 +11 +0.1%
CT
862
Columbia Trust
Oregon
$951K +$73.6K +901 +8%
PWP
863
Principle Wealth Partners
Connecticut
$950K +$408 +5 +0%
ICG
864
InterOcean Capital Group
Tennessee
$949K +$7.27K +89 +0.8%
GCM
865
Gibraltar Capital Management
Oklahoma
$949K +$572 +7 +0.1%
PCM
866
Parsons Capital Management
Rhode Island
$947K +$33.1K +405 +4%
QC
867
Quent Capital
New York
$945K -$5.88K -72 -0.6%
BTWM
868
Baker Tilly Wealth Management
Wisconsin
$943K +$3.92K +48 +0.4%
JWCA
869
J.W. Cole Advisors
Florida
$943K +$24.3K +298 +3%
GC
870
GFG Capital
Florida
$941K +$18K +221 +2%
AAM
871
AR Asset Management
California
$931K – – –
SBIA
872
Sheaff Brock Investment Advisors
Indiana
$928K -$34.9K -427 -4%
CWAG
873
Compton Wealth Advisory Group
Virginia
$924K +$37.2K +455 +4%
RPC
874
Rossmore Private Capital
Connecticut
$920K – – –
AIA
875
Alera Investment Advisors
Illinois
$916K +$91.8K +1,124 +11%
33 34
35
36 37