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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 %
FCH
1226
Freestone Capital Holdings
Washington
$334K -$14K -171 -4%
DWM
1227
Destination Wealth Management
California
$334K -$5.8K -71 -2%
SIC
1228
Samalin Investment Counsel
New York
$334K -$20K -245 -6%
MIM
1229
Morningstar Investment Management
Illinois
$331K +$45.1K +553 +16%
CB
1230
CNB Bank
Pennsylvania
$331K -$20.3K -249 -6%
WA
1231
Wealth Alliance
New York
$330K -$45.2K -553 -12%
AGP
1232
Autumn Glory Partners
Texas
$327K +$327K +4,005 New
PRWA
1233
Platte River Wealth Advisors
Colorado
$326K +$10.8K +132 +3%
CWM
1234
Centric Wealth Management
Illinois
$326K +$163 +2 +0.1%
EB
1235
Eastern Bank
Massachusetts
$325K -$1.14K -14 -0.4%
MTIC
1236
Missouri Trust & Investment Company
Missouri
$325K -$7.02K -86 -2%
FFC
1237
First Financial Corp
Indiana
$324K +$264K +3,227 +439%
FC
1238
Forte Capital
New York
$322K +$34.5K +422 +12%
EP
1239
Eudaimonia Partners
Tennessee
$322K +$1.47K +18 +0.5%
FNB
1240
Farmers National Bank
Kentucky
$320K -$10.8K -132 -3%
EWA
1241
Exencial Wealth Advisors
Oklahoma
$319K -$107K -1,313 -25%
BCA
1242
Bay Colony Advisors
Massachusetts
$317K +$2.53K +31 +0.8%
RIA
1243
Regal Investment Advisors
Michigan
$317K -$1.88K -23 -0.6%
MHR
1244
Matthew Hamilton Rosenberg
$315K -$5.55K -68 -2%
Fuller & Thaler Asset Management
1245
Fuller & Thaler Asset Management
California
$314K +$16.3K +200 +5%
MMA
1246
Miracle Mile Advisors
California
$313K -$6.86K -84 -2%
MAM
1247
Meeder Asset Management
Ohio
$313K -$6.45K -79 -2%
PNC
1248
Park National Corp
Ohio
$312K -$5.8K -71 -2%
PPC
1249
Park Place Capital
Alabama
$311K +$112K +1,368 +56%
AWG
1250
Altus Wealth Group
Colorado
$309K -$2.29K -28 -0.7%
48 49
50
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