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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 %
RWA
1176
Ropes Wealth Advisors
Massachusetts
$379K +$379K +3,896 New
CWM
1177
Centric Wealth Management
Illinois
$377K – – –
HWAM
1178
Hennion & Walsh Asset Management
New Jersey
$374K -$168K -1,733 -31%
LHC
1179
Little House Capital
Massachusetts
$373K -$135K -1,392 -27%
CL
1180
CPWM LLC
Washington
$373K -$2.14K -22 -0.6%
TNBTD
1181
Trustmark National Bank Trust Department
Mississippi
$369K -$113K -1,161 -23%
Cohen & Steers
1182
Cohen & Steers
New York
$367K – – –
WGAM
1183
Wilkinson Global Asset Management
New York
$367K +$48.7K +500 +15%
OMC
1184
Overbrook Management Corp
New York
$366K – – –
BMM
1185
Buffington Mohr McNeal
Idaho
$365K – – –
LGA
1186
Lebenthal Global Advisors
New York
$362K -$6.71K -69 -2%
HA
1187
HYA Advisors
Missouri
$361K +$1.26K +13 +0.4%
PFA
1188
Pinnacle Family Advisors
Missouri
$361K +$4.48K +46 +1%
LWAC
1189
Laurel Wealth Advisors (California)
California
$360K -$9.82K -101 -3%
JFL
1190
Jarislowsky, Fraser Ltd
Quebec, Canada
$360K – – –
NW
1191
NewEdge Wealth
Pennsylvania
$360K +$97 +1 +0%
BFEC
1192
Benjamin F. Edwards & Company
Missouri
$360K +$27.6K +283 +8%
KFS
1193
Kaizen Financial Strategies
California
$359K +$359K +3,685 New
BB
1194
Berkshire Bank
Massachusetts
$356K -$5.94K -61 -2%
MA
1195
MCF Advisors
Kentucky
$356K +$9.53K +98 +3%
STA
1196
Summit Trail Advisors
New York
$355K -$80K -823 -18%
PLFAM
1197
Pineno Levin & Ford Asset Management
Virginia
$353K – – –
TA
1198
Tiedemann Advisors
New York
$352K -$4.86K -50 -1%
JFA
1199
Johanson Financial Advisors
California
$352K +$352K +3,616 New
BRWM
1200
B. Riley Wealth Management
Tennessee
$352K +$352K +3,617 New
46 47
48
49 50