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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 %
TPWA
951
TRUE Private Wealth Advisors
Oregon
$713K +$33.2K +407 +5%
PCA
952
Prosperity Capital Advisors
Ohio
$711K +$60.4K +740 +9%
IWM
953
IHT Wealth Management
Illinois
$708K +$21K +257 +3%
VFPI
954
Vantage Financial Partners (Illinois)
Illinois
$706K +$24.5K +300 +4%
CAG
955
Csenge Advisory Group
Florida
$706K +$39.8K +487 +6%
GLA
956
Good Life Advisors
Pennsylvania
$703K +$15.6K +191 +2%
SAM
957
Sompo Asset Management
Japan
$702K +$172K +2,100 +32%
NVIM
958
New Vernon Investment Management
Illinois
$698K – – –
FNA
959
First National Advisers
Nebraska
$697K +$290K +3,557 +71%
WFC
960
Western Financial Corp
California
$694K +$694K +8,494 New
CST
961
Charles Schwab Trust
Nevada
$688K +$688K +8,425 New
CCM
962
Corsair Capital Management
New York
$687K – – –
MWM
963
Maltin Wealth Management
New Jersey
$684K +$9.56K +117 +1%
NP
964
NorthRock Partners
Minnesota
$683K +$215K +2,631 +46%
QI
965
Qtron Investments
Massachusetts
$682K – – –
BB
966
Busey Bank
Illinois
$679K +$8.33K +102 +1%
ARMT
967
Amica Retiree Medical Trust
Rhode Island
$678K -$104K -1,278 -13%
MFG
968
MidWestOne Financial Group
Iowa
$676K +$381K +4,669 +129%
CPC
969
Cookson Peirce & Co
Pennsylvania
$675K +$42.2K +517 +7%
PEA
970
Park Edge Advisors
Ohio
$675K +$13.3K +163 +2%
BSA
971
Bull Street Advisors
Georgia
$672K – – –
KNW
972
Kesler Norman & Wride
Utah
$663K -$264K -3,231 -28%
CI
973
CX Institutional
Indiana
$660K -$3.71M -45,396 -85%
EWM
974
Empirical Wealth Management
Washington
$659K +$157K +1,923 +31%
CWP
975
Concord Wealth Partners
Virginia
$658K +$136K +1,662 +26%
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