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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 %
BONST
1126
Bank of Nova Scotia Trust
Ontario, Canada
$461K +$1.47K +18 +0.3%
BFEC
1127
Benjamin F. Edwards & Company
Missouri
$459K -$65.4K -802 -12%
BWP
1128
BSW Wealth Partners
Colorado
$458K +$29.2K +358 +7%
LC
1129
Lindbrook Capital
California
$458K +$46K +563 +11%
AWA
1130
Arkadios Wealth Advisors
Georgia
$455K +$176K +2,152 +63%
LFA
1131
Legacy Financial Advisors
Kentucky
$454K -$7.51K -92 -2%
LIA
1132
LS Investment Advisors
Michigan
$453K – – –
WGAM
1133
Wilkinson Global Asset Management
New York
$453K – – –
CFMC
1134
Curbstone Financial Management Corp
New Hampshire
$452K – – –
AWA
1135
Aaron Wealth Advisors
Illinois
$452K -$12.6K -154 -3%
PSC
1136
Portman Square Capital
United Kingdom
$450K +$450K +5,506 New
SWP
1137
Strategic Wealth Partners
Ohio
$450K +$19.9K +244 +5%
BFM
1138
Boston Financial Management
Massachusetts
$448K +$1.14K +14 +0.3%
FA
1139
Financial Advisors
Massachusetts
$448K +$327 +4 +0.1%
LF
1140
Lee Financial
Texas
$446K +$433K +5,303 +3,294%
KA
1141
Kovack Advisors
Florida
$445K +$5.72K +70 +1%
RP
1142
Riverwater Partners
Wisconsin
$443K +$45.8K +561 +12%
AFP
1143
Ausdal Financial Partners
Iowa
$441K -$15.7K -192 -3%
SMWM
1144
Silvia McColl Wealth Management
California
$434K – – –
AWA
1145
Arete Wealth Advisors
Illinois
$434K +$66.2K +868 +18%
CT
1146
Cambridge Trust
Massachusetts
$431K -$51.5K -631 -11%
PP
1147
PDS Planning
Ohio
$430K +$4.74K +58 +1%
XSC
1148
X-Square Capital
Puerto Rico
$429K – – –
EHWM
1149
Eads & Heald Wealth Management
Georgia
$428K -$4.16K -51 -1%
RA
1150
RFG Advisory
Alabama
$428K -$30.6K -375 -7%
44 45
46
47 48