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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 %
PCM
1026
Penserra Capital Management
California
$585K -$105K -1,285 -15%
MWM
1027
Mission Wealth Management
California
$584K +$23.9K +293 +4%
LA
1028
LexAurum Advisors
Kansas
$582K +$582K +7,128 New
WF
1029
Welch & Forbes
Massachusetts
$581K +$12.7K +155 +2%
DA
1030
Denali Advisors
California
$580K +$580K +7,100 New
XC
1031
XY Capital
Hong Kong
$578K +$578K +7,080 New
SS
1032
Sunbelt Securities
Texas
$576K +$3.02K +37 +0.5%
NB
1033
NBT Bank
New York
$575K +$332K +4,060 +136%
OCM
1034
Orion Capital Management
California
$573K +$212K +2,599 +59%
CIA
1035
Caerus Investment Advisors
Texas
$573K – – –
NFA
1036
Northern Financial Advisors
Michigan
$572K -$18.4K -225 -3%
WOC
1037
West Oak Capital
California
$571K +$19.6K +240 +4%
BL
1038
Balentine LLC
Georgia
$570K -$735 -9 -0.1%
TCB
1039
Texas Capital Bancshares
Texas
$567K +$1.8K +22 +0.3%
IA
1040
IFG Advisors
Missouri
$566K – – –
HPC
1041
HM Payson & Co
Maine
$565K – – –
OIM
1042
Orca Investment Management
Oregon
$565K – – –
TPW
1043
Transatlantique Private Wealth
New York
$565K -$1.72K -21 -0.3%
BCG
1044
Breakwater Capital Group
New Jersey
$564K +$90.9K +1,281 +19%
TWM
1045
TriaGen Wealth Management
California
$564K – – –
EW
1046
Evoke Wealth
California
$559K -$55.7K -682 -9%
AC
1047
AlphaCore Capital
California
$557K -$17.2K -211 -3%
KWM
1048
Kingsview Wealth Management
Oregon
$554K +$87.4K +1,070 +19%
CAMV
1049
Concord Asset Management (Virginia)
Virginia
$552K +$127K +1,550 +30%
Los Angeles Capital Management
1050
Los Angeles Capital Management
California
$551K -$34.9K -427 -6%
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