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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 %
IWM
1151
Integris Wealth Management
California
$427K +$17.3K +212 +4%
PBO
1152
Peoples Bank (Ohio)
Ohio
$425K +$44.5K +545 +12%
FIB
1153
First Interstate Bank
Montana
$421K -$16.3K -200 -4%
PB
1154
Pinnacle Bancorp
Nebraska
$419K +$39K +478 +10%
RCAG
1155
Rehmann Capital Advisory Group
Michigan
$418K -$45.6K -558 -10%
CWM
1156
Cornerstone Wealth Management
Missouri
$416K +$18.7K +229 +5%
SW
1157
SlateStone Wealth
Florida
$416K +$43.3K +530 +12%
SFS
1158
Strategic Financial Services
New York
$415K – – –
BSW
1159
Buckingham Strategic Wealth
Missouri
$414K +$11.9K +146 +3%
WWM
1160
Western Wealth Management
Colorado
$414K -$130K -1,591 -24%
ACM
1161
Arcataur Capital Management
Wisconsin
$414K – – –
CFO
1162
CVA Family Office
Colorado
$411K -$23.8K -292 -5%
CWM
1163
C2C Wealth Management
Arizona
$410K – – –
HAS
1164
HBW Advisory Services
California
$408K +$114K +1,401 +39%
CRI
1165
Colonial River Investments
Virginia
$407K +$407K +4,987 New
AC
1166
Allstate Corporation
Illinois
$407K – – –
FDCC
1167
Foster Dykema Cabot & Co
Massachusetts
$406K -$406K -4,971 -50%
FWIA
1168
Fort Washington Investment Advisors
Ohio
$406K -$123K -1,500 -23%
EWG
1169
Executive Wealth Group
Washington
$405K +$3.92K +48 +1%
TIA
1170
Tiemann Investment Advisors
California
$405K – – –
RMDI
1171
R.M. Davis Inc
Maine
$404K – – –
AC
1172
ASB Consultores
Florida
$401K -$90.2K -1,104 -18%
MSFS
1173
Main Street Financial Solutions
Pennsylvania
$395K +$9.64K +118 +3%
I2I
1174
Insight 2811 Inc
Illinois
$394K -$19.4K -237 -5%
RWA
1175
Redhawk Wealth Advisors
Minnesota
$394K +$3.1K +38 +0.8%
45 46
47
48 49