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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 %
CIM
976
CIM Investment Management
Pennsylvania
$657K -$15K -184 -2%
BAM
977
Blueshift Asset Management
New Jersey
$654K -$147K -1,794 -18%
PI
978
Parkside Investments
Illinois
$653K +$81.7K +1,000 +14%
RAM
979
Ramirez Asset Management
New York
$652K +$652K +7,979 New
MC
980
Moors & Cabot
Massachusetts
$651K -$193K -2,361 -23%
BCM
981
Brookstone Capital Management
Illinois
$650K -$321K -4,403 -33%
NRS
982
Neville Rodie & Shaw
New York
$648K -$343K -4,200 -35%
PTC
983
Private Trust Company
Ohio
$645K -$35.2K -431 -5%
MP
984
McDonald Partners
Ohio
$643K -$149K -1,819 -19%
1832 Asset Management
985
1832 Asset Management
Ontario, Canada
$642K – – –
EAM
986
Eagle Asset Management
Florida
$639K +$102K +1,251 +19%
BB
987
Berkshire Bank
Massachusetts
$637K +$10.9K +133 +2%
FA
988
FDx Advisors
Illinois
$637K -$722K -8,850 -53%
GRP
989
Global Retirement Partners
California
$633K -$28.9K -366 -4%
MIC
990
Meridian Investment Counsel
California
$632K -$6.37K -78 -1%
NSIM
991
North Star Investment Management
Illinois
$630K – – –
AIA
992
Affinity Investment Advisors
California
$627K -$19.6K -240 -3%
IFU
993
iSAM Funds (UK)
United Kingdom
$624K +$624K +7,642 New
III
994
Independent Investors Inc
New York
$622K – – –
NAS
995
Nicolet Advisory Services
Wisconsin
$621K +$21.9K +277 +4%
PPP
996
Private Portfolio Partners
New Jersey
$621K +$8K +98 +1%
VFA
997
Voya Financial Advisors
Connecticut
$616K -$11K -134 -2%
AOI
998
Auto-Owners Insurance
Michigan
$613K – – –
CFG
999
Cooper Financial Group
California
$612K -$1.63K -20 -0.3%
CA
1000
Claro Advisors
Massachusetts
$611K +$24.7K +303 +4%
38 39
40
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