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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 %
Q
1101
QVR
California
$461K +$461K +4,741 New
LI
1102
LVZ Inc
Michigan
$460K -$57.3K -589 -11%
IIM
1103
Ipswich Investment Management
Massachusetts
$460K +$29.2K +300 +7%
MW
1104
Marcum Wealth
Ohio
$459K +$10.6K +109 +2%
HTC
1105
Haverford Trust Company
Pennsylvania
$457K +$224K +2,301 +96%
FPCG
1106
Fort Pitt Capital Group
Pennsylvania
$455K -$37K -380 -8%
MSA
1107
Marino Stram & Associates
Massachusetts
$455K +$455K +4,671 New
MSFS
1108
Main Street Financial Solutions
Pennsylvania
$454K +$50.4K +518 +12%
HC
1109
Hamilton Capital
Ohio
$452K +$146K +1,500 +48%
EWG
1110
Executive Wealth Group
Washington
$452K +$3.02K +31 +0.7%
1WA
1111
180 Wealth Advisors
Washington
$449K -$5.01K -49 -1%
BSW
1112
Buckingham Strategic Wealth
Missouri
$448K +$2.05K +21 +0.5%
BBWA
1113
Bell & Brown Wealth Advisors
California
$447K +$447K +4,595 New
APP
1114
Avantax Planning Partners
Iowa
$445K +$15.1K +155 +4%
SB
1115
Simmons Bank
Arkansas
$443K +$161K +1,652 +57%
MAG
1116
MRA Advisory Group
New Jersey
$437K +$45.6K +469 +12%
FMLI
1117
Fukoku Mutual Life Insurance
Japan
$436K +$105K +1,080 +32%
OQS
1118
Occudo Quantitative Strategies
Florida
$436K +$436K +4,477 New
LFA
1119
Legacy Financial Advisors
Kentucky
$434K +$63.7K +655 +17%
ATC
1120
Adirondack Trust Company
New York
$433K +$18.2K +177 +4%
BG
1121
Bahl & Gaynor
Ohio
$432K -$268K -2,747 -38%
AA
1122
AlphaCentric Advisors
Puerto Rico
$432K +$2.14K +22 +0.5%
VCM
1123
Vivaldi Capital Management
Illinois
$431K – – –
AWS
1124
AJ Wealth Strategies
New York
$428K – – –
IWM
1125
IHT Wealth Management
Illinois
$427K -$1.15M -11,789 -73%
43 44
45
46 47