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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 %
WPW
1026
Warther Private Wealth
Ohio
$572K +$99 +1 +0%
BIP
1027
Blueprint Investment Partners
North Carolina
$570K +$570K +5,857 New
MA
1028
Mutual Advisors
Nebraska
$568K -$52.2K -537 -8%
TWI
1029
Thomas White International
Illinois
$566K – – –
BAM
1030
Belpointe Asset Management
Nevada
$563K +$70.7K +726 +14%
PPP
1031
Private Portfolio Partners
New Jersey
$559K +$23.5K +241 +4%
SWA
1032
Stratos Wealth Advisors
Ohio
$559K -$59.7K -613 -10%
DIP
1033
DT Investment Partners
Pennsylvania
$552K +$260K +2,672 +89%
CCFCSB
1034
Cape Cod Five Cents Savings Bank
Massachusetts
$550K +$389 +4 +0.1%
DLHL
1035
Donald L. Hagan LLC
Florida
$550K +$42.5K +436 +8%
AW
1036
ACG Wealth
Georgia
$548K +$389 +4 +0.1%
B
1037
Barings
North Carolina
$547K -$434K -4,453 -44%
BB
1038
Bell Bank
North Dakota
$547K – – –
VFA
1039
Voya Financial Advisors
Connecticut
$546K -$43.9K -441 -7%
CFMC
1040
Curbstone Financial Management Corp
New Hampshire
$546K – – –
MIH
1041
Meitav Investment House
Israel
$546K +$187K +1,890 +52%
FA
1042
Financial Advisors
Massachusetts
$544K – – –
RCA
1043
Ranch Capital Advisors
Florida
$544K +$95.5K +982 +21%
EWM
1044
Evermay Wealth Management
Virginia
$543K -$45.3K -465 -8%
BW
1045
Bison Wealth
Georgia
$541K -$12.1K -124 -2%
LIA
1046
LS Investment Advisors
Michigan
$540K – – –
RIA
1047
Regal Investment Advisors
Michigan
$536K – – –
MWM
1048
Maltin Wealth Management
New Jersey
$536K +$3.02K +31 +0.6%
GVAG
1049
Great Valley Advisor Group
Delaware
$534K -$38K -390 -7%
NHC
1050
Nicholas Hoffman & Company
Georgia
$534K +$97 +1 +0%
40 41
42
43 44