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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 %
RFA
926
Resurgent Financial Advisors
Georgia
$779K +$28.8K +353 +4%
DDC
927
DF Dent & Co
Maryland
$775K +$63.9K +782 +9%
PPW
928
Parcion Private Wealth
Washington
$773K – – –
FPCP
929
Fort Point Capital Partners
California
$771K +$29.6K +362 +4%
MYIA
930
Mount Yale Investment Advisors
Colorado
$768K +$768K +9,409 New
DC
931
Davenport & Co
Virginia
$768K -$223K -2,726 -22%
WAL
932
W Advisors LLC
Tennessee
$757K +$1.63K +20 +0.2%
FCFC
933
First Citizens Financial Corp
Iowa
$752K – – –
MSA
934
Marino Stram & Associates
Massachusetts
$750K +$36.3K +445 +5%
PCM
935
Pennsylvania Capital Management
Pennsylvania
$746K +$1.39K +17 +0.2%
SI
936
Symmetry Investments
Jersey
$740K +$740K +9,060 New
RCM
937
Radnor Capital Management
Pennsylvania
$737K +$737K +9,020 New
MFG
938
Magnus Financial Group
New York
$736K -$86.8K -1,063 -11%
FGAM
939
Financial Gravity Asset Management
Texas
$734K +$444K +150 +153%
PWPS
940
Pinnacle Wealth Planning Services
Ohio
$732K -$2.7K -33 -0.4%
TCM
941
Twin Capital Management
Pennsylvania
$731K -$37.6K -460 -5%
GVAG
942
Great Valley Advisor Group
Delaware
$728K +$7.68K +94 +1%
DC
943
Diametric Capital
Massachusetts
$726K +$726K +8,884 New
SRC
944
Sage Rhino Capital
California
$724K -$3.1K -38 -0.4%
CCA
945
Childress Capital Advisors
Texas
$724K +$724K +8,863 New
FNFDCM
946
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$720K -$18.9K -231 -3%
NEI
947
Northwest & Ethical Investments
Ontario, Canada
$716K -$79.4K -972 -10%
PWG
948
Portside Wealth Group
Utah
$715K +$1.06K +13 +0.1%
LIG
949
Lokken Investment Group
Delaware
$714K -$41.1K -503 -5%
EGA
950
E&G Advisors
Texas
$713K – – –
36 37
38
39 40