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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 %
LSPW
1051
Lake Street Private Wealth
Illinois
$550K +$3.53K +43 +0.6%
CH
1052
Canton Hathaway
Rhode Island
$549K – – –
GL
1053
Graypoint LLC
New York
$547K +$52.8K +647 +11%
EFMC
1054
Empire Financial Management Company
New York
$543K +$543K +6,651 New
CC
1055
Corton Capital
Ontario, Canada
$541K +$10.9K +133 +2%
MWA
1056
Monograph Wealth Advisors
California
$541K +$541K +6,620 New
BG
1057
Bahl & Gaynor
Ohio
$540K +$101K +1,234 +23%
HA
1058
Harbor Advisors
Florida
$540K – – –
PCIG
1059
Partners Capital Investment Group
Massachusetts
$539K +$200K +2,447 +59%
AIA
1060
Arbor Investment Advisors
North Carolina
$537K +$1.23K +15 +0.2%
CG
1061
Colony Group
Massachusetts
$532K -$41.5K -508 -7%
RIL
1062
Rothschild Investment LLC
Illinois
$532K +$95.9K +1,173 +22%
LDB
1063
Lee, Danner & Bass
Tennessee
$530K – – –
CCM
1064
Carlson Capital Management
Minnesota
$527K +$29.8K +365 +6%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$526K +$17.8K +218 +4%
KFS
1066
Kurt F. Somerville
$526K -$16.3K -200 -3%
AWM
1067
Avior Wealth Management
Nebraska
$526K +$82 +1 +0%
DS
1068
DRW Securities
Illinois
$525K -$316K -3,875 -38%
SRC
1069
Shufro Rose & Co
New York
$524K -$81.7K -1,000 -13%
VWA
1070
Visionary Wealth Advisors
Illinois
$524K +$27.9K +341 +6%
BHBT
1071
Burke & Herbert Bank & Trust
Virginia
$523K -$77K -943 -13%
PCC
1072
Park Circle Company
Maryland
$523K – – –
LGA
1073
Lebenthal Global Advisors
New York
$523K +$132K +1,613 +34%
BHCM
1074
Brevan Howard Capital Management
Jersey
$522K +$522K +6,396 New
KAS
1075
KPP Advisory Services
Kentucky
$521K +$521K +6,373 New
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43
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