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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 %
WPW
1076
Waldron Private Wealth
Pennsylvania
$515K +$6.94K +85 +1%
HH
1077
HWG Holdings
Texas
$515K -$139K -1,697 -21%
LSA
1078
Lion Street Advisors
Texas
$514K +$514K +6,293 New
CWP
1079
CFM Wealth Partners
Texas
$514K +$139K +1,708 +37%
CG
1080
Clifford Group
Massachusetts
$513K -$48.3K -592 -9%
ECM
1081
Evergreen Capital Management
Washington
$511K +$94.6K +1,158 +23%
LCS
1082
Levin Capital Strategies
New York
$510K +$510K +6,250 New
WP
1083
WealthSource Partners
California
$510K +$45.9K +562 +10%
CWM
1084
Chicago Wealth Management
Illinois
$510K – – –
BPCE
1085
Bank Pictet & Cie (Europe)
Germany
$508K -$57.2K -700 -10%
GCP
1086
Garda Capital Partners
Minnesota
$508K +$508K +6,216 New
CHAM
1087
Clear Harbor Asset Management
Connecticut
$507K – – –
DWA
1088
Douglass Winthrop Advisors
New York
$504K -$45.9K -562 -8%
LWM
1089
Laidlaw Wealth Management
New York
$503K -$698K -8,552 -58%
NHC
1090
Nicholas Hoffman & Company
Georgia
$501K +$163 +2 +0%
AIM
1091
Anchor Investment Management
South Carolina
$497K -$30.8K -377 -6%
SM
1092
Salzhauer Michael
$495K -$71.3K -873 -13%
CC
1093
Cipher Capital
New York
$494K -$3.02M -37,017 -86%
SCA
1094
Sippican Capital Advisors
Massachusetts
$494K – – –
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$492K -$20.5K -251 -4%
RCA
1096
Ranch Capital Advisors
Florida
$492K +$24.8K +304 +5%
ERIC
1097
Eagle Rock Investment Company
Georgia
$490K -$245K -3,000 -33%
RLIM
1098
Red Lighthouse Investment Management
New York
$489K +$3.51K +43 +0.7%
OCBCO
1099
Oversea-Chinese Banking Corp (OCBC)
Singapore
$489K -$739K -9,044 -60%
CD
1100
Chapin Davis
Maryland
$489K -$2.04K -25 -0.4%
42 43
44
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