MS icon

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 %
ACM
1101
Advisors Capital Management
New Jersey
$488K -$13.1K -160 -3%
WBG
1102
Wharton Business Group
Pennsylvania
$485K -$6.94K -85 -1%
RC
1103
Roundview Capital
New Jersey
$483K -$60K -735 -11%
LCGC
1104
Legacy Capital Group California
California
$483K +$4.08K +50 +0.9%
BWG
1105
Beta Wealth Group
California
$482K +$8.49K +104 +2%
BTI
1106
Blue Trust Inc
Georgia
$481K +$112K +1,315 +31%
BMM
1107
Buffington Mohr McNeal
Idaho
$480K +$261K +3,200 +120%
SAM
1108
Strategy Asset Managers
California
$478K -$723K -8,853 -60%
BEI
1109
Benjamin Edwards Inc
Missouri
$475K +$425K +5,212 +857%
LC
1110
Lavaca Capital
Texas
$473K +$190K +2,325 +67%
EFS
1111
Essex Financial Services
Connecticut
$473K +$6.7K +82 +1%
RSS
1112
Rosenblum Silverman Sutton
California
$471K – – –
BCM
1113
Brown Capital Management
Maryland
$471K -$45.6K -558 -9%
HWA
1114
Heritage Wealth Advisors
Virginia
$470K +$572 +7 +0.1%
MS
1115
Maven Securities
Jersey
$470K -$169K -2,069 -26%
PWMG
1116
Prestige Wealth Management Group
New Jersey
$467K +$282K +3,449 +152%
WE
1117
Wealth Effects
Massachusetts
$466K +$82 +1 +0%
WCA
1118
Westover Capital Advisors
Delaware
$466K – – –
NS
1119
NBC Securities
Alabama
$465K +$465K +5,694 New
ATC
1120
Adirondack Trust Company
New York
$465K -$1.39K -17 -0.3%
GBWM
1121
Granite Bay Wealth Management
New Hampshire
$463K +$463K +5,300 New
CFP
1122
Catalyst Financial Partners
Massachusetts
$463K +$35.8K +438 +8%
BB
1123
Bell Bank
North Dakota
$462K +$49.2K +603 +12%
BFG
1124
Berger Financial Group
Minnesota
$461K -$10.2K -125 -2%
SIA
1125
Strategic Investment Advisors
Michigan
$461K -$4.57K -56 -1%
43 44
45
46 47