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Morgan Stanley
MS

Overview Fund Activity

1,577 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$855M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.05B
2
BlackRock
BlackRock
New York
-$713M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$466M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$329M
5
Franklin Resources
Franklin Resources
California
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1001
Buckley Wealth Management
Nevada
$624K +$78.7K +809 +14%
PRWA
1002
Platte River Wealth Advisors
Colorado
$623K +$38.5K +395 +7%
GEA
1003
Glen Eagle Advisors
New Jersey
$622K +$344K +3,531 +123%
MGIA
1004
Moneta Group Investment Advisors
Missouri
$616K -$614K -6,310 -50%
SCA
1005
Sippican Capital Advisors
Massachusetts
$612K -$7.4K -76 -1%
APC
1006
Aspire Private Capital
North Carolina
$609K -$37.6K -387 -6%
CWM
1007
Chicago Wealth Management
Illinois
$608K – – –
UAML
1008
US Asset Management LLC
Pennsylvania
$606K +$606K +6,231 New
DSC
1009
Duncker Streett & Co
Missouri
$601K -$38.4K -395 -6%
SIC
1010
Salem Investment Counselors
North Carolina
$598K +$6.81K +70 +1%
GFPC
1011
Global Financial Private Client
Florida
$594K +$499K +5,037 +523%
TCM
1012
Tributary Capital Management
Nebraska
$594K -$127K -1,300 -18%
SLT
1013
St Louis Trust
Missouri
$594K +$594K +6,103 New
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$593K -$22.1K -227 -4%
KFA
1015
Krane Funds Advisors
New York
$589K +$402K +4,138 +216%
HSA
1016
HBK Sorce Advisory
Pennsylvania
$584K +$166K +1,709 +40%
CT
1017
Cambridge Trust
Massachusetts
$583K +$77.9K +800 +15%
JCIA
1018
Jackson Creek Investment Advisors
Colorado
$582K -$824K -8,471 -59%
FVCM
1019
F&V Capital Management
Florida
$580K -$107K -1,100 -16%
C
1020
Certuity
Florida
$580K +$91.2K +937 +19%
BONST
1021
Bank of Nova Scotia Trust
Ontario, Canada
$578K -$389 -4 -0.1%
PCA
1022
Personal Capital Advisors
California
$578K +$90.4K +929 +19%
WA
1023
Wealth Alliance
New York
$575K -$76.7K -787 -12%
MFW
1024
Meristem Family Wealth
Minnesota
$575K +$159K +1,628 +38%
MAM
1025
Mastrapasqua Asset Management
Tennessee
$574K – – –
39 40
41
42 43