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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 %
MA
1251
MCF Advisors
Kentucky
$308K – – –
AWA
1252
Amplius Wealth Advisors
Pennsylvania
$308K -$6.78K -83 -2%
OMC
1253
Overbrook Management Corp
New York
$307K – – –
RWB
1254
RMR Wealth Builders
New Jersey
$307K -$16.5K -202 -5%
LAM
1255
L2 Asset Management
Massachusetts
$306K -$14.2M -3,295 -98%
FAG
1256
Fortitude Advisory Group
Washington
$306K +$4K +49 +1%
PFWA
1257
Paces Ferry Wealth Advisors
Georgia
$305K -$2.53K -31 -0.8%
HCM
1258
Hollencrest Capital Management
California
$305K +$245 +3 +0.1%
FFA
1259
Farther Finance Advisors
California
$304K -$77K -943 -20%
DIA
1260
Davidson Investment Advisors
Montana
$304K – – –
HI
1261
Hudock Inc
Pennsylvania
$303K +$1.06K +13 +0.4%
CCFCSB
1262
Cape Cod Five Cents Savings Bank
Massachusetts
$300K +$300K +3,678 New
WFI
1263
West Family Investments
California
$300K -$81.7K -1,000 -21%
FFBTD
1264
First Financial Bank - Trust Division
Ohio
$299K -$1.72K -21 -0.6%
SVWAG
1265
Sound View Wealth Advisors Group
Georgia
$298K +$43.6K +534 +17%
GM
1266
Granger Management
New York
$298K -$19.2K -235 -6%
Acadian Asset Management
1267
Acadian Asset Management
Massachusetts
$297K -$16.7M -205,940 -98%
FFG
1268
Frisch Financial Group
New York
$297K -$1.23K -15 -0.4%
JIC
1269
Johnson Investment Counsel
Ohio
$297K +$34.1K +418 +13%
KLCM
1270
KG&L Capital Management
Louisiana
$294K -$94.7K -1,159 -24%
AA
1271
Alta Advisers
United Kingdom
$294K – – –
AF
1272
Alerus Financial
North Dakota
$294K -$817 -10 -0.3%
BBA
1273
BLB&B Advisors
Pennsylvania
$293K -$5.31K -65 -2%
H
1274
HoyleCohen
California
$293K +$10.2K +125 +4%
MWPCG
1275
Measured Wealth Private Client Group
New Hampshire
$292K +$2.37K +29 +0.8%
49 50
51
52 53