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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 %
CA
901
Clearstead Advisors
Ohio
$848K +$389K +4,763 +85%
CGIM
902
Capital Group Investment Management
Singapore
$847K -$692K -8,467 -45%
MAM
903
Mark Asset Management
New York
$843K -$9.71M -118,901 -92%
RCIM
904
Red Cedar Investment Management
Michigan
$840K +$7.27K +89 +0.9%
GSEP
905
Golden State Equity Partners
California
$836K -$304K -3,723 -27%
CWM
906
Castle Wealth Management
Florida
$831K +$313K +3,832 +60%
SAM
907
Silvercrest Asset Management
New York
$830K – – –
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$829K +$60.5K +741 +8%
HC
909
Hamilton Capital
Ohio
$825K +$31.5K +386 +4%
FFA
910
First Foundation Advisors
California
$824K +$106K +1,300 +15%
PL
911
Perpetual Ltd
Australia
$824K -$177K -2,164 -18%
SWA
912
Stratos Wealth Advisors
Ohio
$820K +$820K +10,045 New
GA
913
Greenhaven Associates
New York
$817K – – –
MCM
914
Mork Capital Management
California
$811K – – –
HIA
915
Harbor Investment Advisory
Maryland
$811K -$138K -1,684 -15%
CCFP
916
Charles Carroll Financial Partners
Massachusetts
$805K +$26.5K +325 +3%
NFC
917
Northeast Financial Consultants
Connecticut
$804K – – –
PGIM
918
Pacific Global Investment Management
California
$802K -$19.1K -234 -2%
CFCI
919
Comprehensive Financial Consultants Institutional
Indiana
$800K +$572 +7 +0.1%
PCP
920
Proficio Capital Partners
Massachusetts
$799K +$18.2K +223 +2%
BWM
921
Buckley Wealth Management
Nevada
$795K -$180K -2,208 -18%
CIA
922
Choate Investment Advisors
Massachusetts
$790K +$157K +1,923 +25%
HFM
923
Hartford Funds Management
Pennsylvania
$787K +$54.6K +669 +7%
FHA
924
First Horizon Advisors
Tennessee
$785K -$42.6K -522 -5%
PA
925
Procyon Advisors
Connecticut
$780K -$794K -9,720 -50%
35 36
37
38 39