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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 %
IG
1001
ING Group
Netherlands
$611K +$611K +7,484 New
SDAM
1002
Shulman DeMeo Asset Management
New York
$607K -$81.3K -996 -12%
HH
1003
Hilltop Holdings
Texas
$606K -$10.9K -134 -2%
KA
1004
KLCM Advisors
Wisconsin
$605K +$3.76K +46 +0.6%
SB
1005
Strategic Blueprint
Georgia
$605K +$15.6K +191 +3%
AP
1006
Americana Partners
Texas
$605K +$202K +2,473 +50%
DI
1007
DFPG Investments
Utah
$605K -$230K -3,105 -28%
SIM
1008
Sentry Investment Management
Wisconsin
$603K -$146K -1,788 -19%
BBNA
1009
Bremer Bank National Association
Minnesota
$601K -$16.7K -205 -3%
RIG
1010
Renaissance Investment Group
Massachusetts
$599K – – –
CWM
1011
Connecticut Wealth Management
Connecticut
$599K +$362K +4,429 +152%
PCS
1012
Personal CFO Solutions
New Jersey
$598K +$12.4K +152 +2%
HBT
1013
Hills Bank & Trust
Iowa
$597K -$3.27K -40 -0.5%
LA
1014
LVW Advisors
New York
$596K +$596K +7,301 New
TAM
1015
Titleist Asset Management
Texas
$594K +$594K +7,271 New
FMP
1016
Financial Management Professionals
Texas
$591K -$29.4K -360 -5%
HA
1017
Herold Advisors
New York
$591K +$282K +3,447 +91%
RR
1018
Robotti Robert
$589K – – –
PWLP
1019
Prio Wealth Limited Partnership
Massachusetts
$589K +$43.2K +529 +8%
MFC
1020
Mechanics Financial Corp
Ohio
$588K – – –
NG
1021
Norden Group
Utah
$588K +$588K +7,198 New
LAS
1022
Lloyd Advisory Services
Georgia
$588K +$588K +7,198 New
CDH
1023
Charles D. Hyman
$587K +$2.53K +31 +0.4%
Empower Advisory Group
1024
Empower Advisory Group
Colorado
$586K +$4K +49 +0.7%
FMWA
1025
Forvis Mazars Wealth Advisors
Missouri
$586K -$52.8K -647 -8%
39 40
41
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