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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 %
DT
876
Diversified Trust
Tennessee
$911K +$275K +3,363 +43%
DWT
877
Dorsey & Whitney Trust
South Dakota
$907K -$25.2K -308 -3%
TCOV
878
Trust Company of Vermont
Vermont
$905K -$42.9K -525 -5%
EWA
879
EverSource Wealth Advisors
Alabama
$897K -$31.4K -385 -3%
WT
880
Washington Trust
Rhode Island
$896K +$16.3K +200 +2%
BFIM
881
Beese Fulmer Investment Management
Ohio
$896K – – –
IA
882
IFP Advisors
Florida
$894K -$42.8K -524 -5%
WCM
883
Washburn Capital Management
Florida
$892K -$15.5K -190 -2%
CIAS
884
Capital Investment Advisory Services
North Carolina
$892K +$63.4K +776 +8%
LB
885
Legacy Bridge
Iowa
$890K – – –
BCM
886
BlueCrest Capital Management
Jersey
$882K +$882K +10,796 New
VWM
887
Venturi Wealth Management
Texas
$869K -$4.08K -50 -0.5%
WPC
888
Wedmont Private Capital
Pennsylvania
$866K -$77.1K -965 -8%
TCOT
889
Trust Company of Toledo
Ohio
$864K +$413K +5,055 +91%
VSQM
890
V-Square Quantitative Management
Illinois
$864K +$230K +2,817 +36%
FFP
891
FourThought Financial Partners
Florida
$863K -$69K -845 -7%
HTC
892
Haverford Trust Company
Pennsylvania
$859K -$129K -1,581 -13%
BFG
893
Beacon Financial Group
Texas
$859K -$32.4K -380 -4%
NCM
894
NCM Capital Management
New Jersey
$857K -$9.47K -116 -1%
TSWM
895
Triangle Securities Wealth Management
North Carolina
$856K -$17.7K -217 -2%
BJL
896
Brighton Jones LLC
Washington
$855K +$104K +1,275 +14%
CBT
897
Central Bank & Trust
Kentucky
$853K -$80.3K -983 -9%
ADL
898
Asset Dedication LLC
California
$851K -$11.2K -138 -1%
MGIA
899
Moneta Group Investment Advisors
Missouri
$851K +$980 +12 +0.1%
CWM
900
Calamos Wealth Management
Illinois
$849K +$23.7K +290 +3%
34 35
36
37 38