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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 %
TAIM
1051
TD Ameritrade Investment Management
Nebraska
$532K +$108K +2,230 +25%
PCS
1052
Personal CFO Solutions
New Jersey
$526K -$87.9K -903 -14%
MFW
1053
Mosaic Family Wealth
Missouri
$525K +$525K +5,400 New
SCI
1054
Stableford Capital II
Arizona
$522K +$522K +5,168 New
RPC
1055
Rossmore Private Capital
Connecticut
$517K – – –
CIC
1056
Crawford Investment Counsel
Georgia
$514K -$5.45K -56 -1%
MYIA
1057
Mount Yale Investment Advisors
Colorado
$514K +$69.6K +715 +16%
SAS
1058
Stelac Advisory Services
New York
$513K +$156K +1,598 +44%
HPWM
1059
Highland Private Wealth Management
Washington
$511K -$75.1K -772 -13%
HPC
1060
HM Payson & Co
Maine
$511K +$34.6K +355 +7%
FFG
1061
Frisch Financial Group
New York
$506K -$1.95K -20 -0.4%
SCP
1062
Syntal Capital Partners
Texas
$505K -$1.44M -14,825 -74%
PBO
1063
Peoples Bank (Ohio)
Ohio
$505K -$34.5K -355 -6%
SYBT
1064
Stock Yards Bank & Trust
Kentucky
$505K -$10K -103 -2%
I2I
1065
Insight 2811 Inc
Illinois
$503K -$45.8K -470 -8%
EI
1066
Ellevest Inc
New York
$503K +$29K +298 +6%
NIM
1067
NuWave Investment Management
New Jersey
$503K +$503K +5,168 New
DIA
1068
Davidson Investment Advisors
Montana
$502K -$123K -1,260 -20%
JSC
1069
Jackson Square Capital
California
$501K – – –
VWA
1070
V Wealth Advisors
Kansas
$499K -$108K -1,109 -18%
NSIM
1071
North Star Investment Management
Illinois
$499K +$25.4K +261 +5%
NP
1072
NorthRock Partners
Minnesota
$496K +$105K +1,020 +27%
SFS
1073
Strategic Financial Services
New York
$495K – – –
ISWM
1074
Independent Solutions Wealth Management
New York
$490K +$84.6K +869 +21%
GLA
1075
Great Lakes Advisors
Illinois
$484K +$1.56K +16 +0.3%
41 42
43
44 45