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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 %
FMP
1276
Financial Management Professionals
Texas
$276K +$15.4K +158 +6%
RWB
1277
RMR Wealth Builders
New Jersey
$275K – – –
WWM
1278
Wagner Wealth Management
South Carolina
$275K +$513 +5 +0.2%
RDWM
1279
Red Door Wealth Management
Tennessee
$274K -$29.8K -306 -10%
MWPCG
1280
Measured Wealth Private Client Group
New Hampshire
$274K +$274K +2,814 New
PMG
1281
ProVise Management Group
Florida
$273K -$125K -1,284 -31%
HIS
1282
Harvest Investment Services
Illinois
$272K -$4.95K -51 -2%
PAM
1283
Premier Asset Management
Illinois
$270K +$270K +11,252 New
CBFP
1284
Cedar Brook Financial Partners
Ohio
$269K -$60K -616 -18%
JIC
1285
Johnson Investment Counsel
Ohio
$268K -$36.9K -379 -12%
RT
1286
Rockland Trust
Massachusetts
$268K +$41.8K +431 +18%
AFS
1287
Annapolis Financial Services
Maryland
$267K – – –
CDH
1288
Charles D. Hyman
$266K – – –
HWMG
1289
Hurlow Wealth Management Group
Indiana
$265K – – –
DAM
1290
Doheny Asset Management
California
$265K – – –
BP
1291
Broadleaf Partners
Ohio
$265K – – –
CFA
1292
Capstone Financial Advisors
Illinois
$265K +$97 +1 +0%
CAM
1293
Cozad Asset Management
Illinois
$264K -$106K -1,090 -29%
FAM
1294
Formidable Asset Management
Ohio
$263K -$16.9K -174 -6%
CFN
1295
Cordasco Financial Network
Florida
$263K – – –
CIC
1296
Carnegie Investment Counsel
Ohio
$263K – – –
RC
1297
Reik & Co
New York
$263K – – –
CCM
1298
Covington Capital Management
California
$263K +$3.21K +33 +1%
WAM
1299
Weatherly Asset Management
California
$261K – – –
HWM
1300
Hemington Wealth Management
Virginia
$260K +$3.6K +37 +1%
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52
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