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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 %
VWA
1126
Visionary Wealth Advisors
Illinois
$427K -$233K -2,395 -35%
SB
1127
Sunflower Bank
Texas
$427K +$9.24K +95 +2%
IWA
1128
Intercontinental Wealth Advisors
Texas
$424K +$22.8K +234 +6%
BOM
1129
Bank of Marin
California
$423K – – –
I
1130
INVST
Indiana
$423K +$26K +267 +7%
SWP
1131
Strategic Wealth Partners
Ohio
$423K +$164K +1,689 +63%
TBA
1132
Tower Bridge Advisors
Pennsylvania
$423K – – –
AWAP
1133
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K – – –
RMDI
1134
R.M. Davis Inc
Maine
$422K +$35.3K +362 +9%
ONGA
1135
O'Neil Global Advisors
California
$420K -$164K -1,682 -28%
FCFC
1136
First Citizens Financial Corp
Iowa
$420K -$25.3K -260 -6%
KTC
1137
Kistler-Tiffany Companies
Pennsylvania
$419K +$25.2K +259 +6%
ACI
1138
Alpha Cubed Investments
California
$416K -$70.3K -723 -14%
PFP
1139
Pinnacle Financial Partners
Tennessee
$416K -$26K -267 -6%
ZB
1140
Zions Bancorporation
Utah
$416K +$132K +1,354 +46%
AIM
1141
Allen Investment Management
New York
$416K +$416K +4,280 New
ECM
1142
Evergreen Capital Management
Washington
$412K +$29.2K +300 +8%
MHR
1143
Matthew Hamilton Rosenberg
$412K +$60.1K +618 +17%
CI
1144
CX Institutional
Indiana
$407K -$12.9K -132 -3%
ACM
1145
Allred Capital Management
Texas
$406K -$6.22K -64 -2%
BWP
1146
BSW Wealth Partners
Colorado
$406K +$406K +4,174 New
AFP
1147
Ausdal Financial Partners
Iowa
$405K -$69.5K -715 -15%
OIA
1148
Optimum Investment Advisors
Illinois
$404K -$165K -1,700 -29%
PWPS
1149
Pinnacle Wealth Planning Services
Ohio
$402K -$390 -4 -0.1%
CCM
1150
Carlson Capital Management
Minnesota
$401K +$6.23K +64 +2%
44 45
46
47 48