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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 %
AWM
1176
Arista Wealth Management
Nevada
$393K – – –
JF
1177
Jump Financial
Illinois
$393K +$26.4K +323 +7%
VCM
1178
Vivaldi Capital Management
Illinois
$393K +$8.41K +103 +2%
TWM
1179
Tanager Wealth Management
United Kingdom
$392K +$4.25K +52 +1%
RWA
1180
Ropes Wealth Advisors
Massachusetts
$390K +$143K +1,753 +58%
HCP
1181
Hexagon Capital Partners
Arkansas
$390K +$43.2K +529 +12%
LNB
1182
Ledyard National Bank
$387K – – –
DCM
1183
Dimension Capital Management
Florida
$387K -$1.81M -22,204 -82%
MW
1184
Marcum Wealth
Ohio
$387K -$4.9K -60 -1%
EFG
1185
Everhart Financial Group
Ohio
$387K +$31.1K +381 +9%
IIA
1186
IPG Investment Advisors
California
$386K +$3.92K +48 +1%
HSA
1187
HBK Sorce Advisory
Pennsylvania
$385K -$23.8K -291 -6%
MFWP
1188
Mosaic Family Wealth Partners
Missouri
$385K – – –
BHPW
1189
Beverly Hills Private Wealth
California
$381K -$5.96K -73 -2%
CF
1190
Cantor Fitzgerald
New York
$381K +$152K +1,862 +67%
AA
1191
Addison Advisors
Vermont
$376K +$1.72K +21 +0.5%
CL
1192
Choreo LLC
Illinois
$374K +$15.3K +187 +4%
V
1193
ViaWealth
Kansas
$371K -$21K -257 -5%
KWMG
1194
King Wealth Management Group
Florida
$371K -$5.55K -68 -1%
DIP
1195
DT Investment Partners
Pennsylvania
$370K – – –
OTL
1196
Oak Thistle LLC
New York
$369K +$369K +4,522 New
WWM
1197
Wagner Wealth Management
South Carolina
$369K +$9.88K +121 +3%
SFB
1198
STAR Financial Bank
Indiana
$369K -$22.5K -275 -6%
JCIA
1199
Jackson Creek Investment Advisors
Colorado
$368K -$19.7K -242 -5%
OA
1200
Operose Advisors
Wisconsin
$365K +$78.3K +959 +27%
46 47
48
49 50