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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 %
DSC
1276
Duncker Streett & Co
Missouri
$292K – – –
AF
1277
Advisornet Financial
Minnesota
$291K -$93.2K -1,141 -24%
Cohen & Steers
1278
Cohen & Steers
New York
$290K – – –
CWM
1279
Circle Wealth Management
New Jersey
$290K +$89.8K +1,100 +45%
NL
1280
NWAM LLC
Washington
$289K -$23.8K -291 -8%
AR
1281
Advisory Research
Illinois
$287K +$86.1K +1,054 +43%
CSB
1282
City State Bank
Iowa
$286K – – –
AI
1283
Accredited Investors
Minnesota
$285K +$285K +3,485 New
WAG
1284
Wallace Advisory Group
California
$284K +$3.93K +46 +1%
GFP
1285
Gryphon Financial Partners
Ohio
$281K -$137K -1,676 -33%
AA
1286
Apriem Advisors
California
$281K +$24.5K +300 +10%
CHP
1287
Cable Hill Partners
Oregon
$280K -$135K -1,654 -33%
CBFP
1288
Cedar Brook Financial Partners
Ohio
$277K -$28K -343 -9%
BFC
1289
Bedel Financial Consulting
Indiana
$276K -$10.2K -125 -4%
RMAM
1290
Raab & Moskowitz Asset Management
New Jersey
$275K +$34.4K +421 +14%
Jones Financial Companies
1291
Jones Financial Companies
Missouri
$275K -$267K -3,264 -49%
FAFN
1292
First Affirmative Financial Network
Colorado
$274K +$83.2K +1,018 +43%
DFG
1293
Delta Financial Group
New Jersey
$273K +$273K +3,349 New
JAG
1294
Journey Advisory Group
Kentucky
$273K – – –
FA
1295
Fiducient Advisors
Illinois
$272K +$272K +3,336 New
JSC
1296
Jackson Square Capital
California
$272K – – –
IWP
1297
Icon Wealth Partners
Texas
$272K -$278K -3,409 -51%
JCM
1298
Janney Capital Management
Pennsylvania
$271K – – –
OL
1299
Owen LaRue
Kentucky
$270K -$102K -1,246 -27%
MCM
1300
Marathon Capital Management
Maryland
$270K +$2.45K +30 +0.9%
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