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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 %
VNA
1301
Valley National Advisers
Pennsylvania
$269K +$15.5K +190 +6%
RIA
1302
Richwood Investment Advisors
Ohio
$269K -$4.57K -56 -2%
BOH
1303
Bank of Hawaii
Hawaii
$269K -$251K -3,068 -48%
JWM
1304
JGP Wealth Management
Oregon
$267K -$5.15K -63 -2%
CIC
1305
Crawford Investment Counsel
Georgia
$267K – – –
ICA
1306
Infrastructure Capital Advisors
New York
$265K -$250K -3,062 -49%
GPA
1307
Guerra Pan Advisors
New Jersey
$265K – – –
AWM
1308
Aprio Wealth Management
Georgia
$263K +$327 +4 +0.1%
BA
1309
Bridgewater Associates
Connecticut
$262K +$262K +3,203 New
WA1
1310
Wimmer Associates 1
California
$260K – – –
CFA
1311
Capstone Financial Advisors
Illinois
$260K -$23.7K -290 -8%
MCM
1312
Manchester Capital Management
Vermont
$260K +$15.3K +187 +6%
AC
1313
Avestar Capital
New York
$260K +$42.6K +522 +20%
BOS
1314
Bank of Stockton
California
$259K +$259K +3,600 New
FMTC
1315
Farmers & Merchants Trust Company
California
$259K +$14.9K +182 +6%
SSWM
1316
Strait & Sound Wealth Management
California
$259K +$3.27K +40 +1%
SCM
1317
SOL Capital Management
Maryland
$255K +$9.81K +120 +4%
FFN
1318
Focus Financial Network
Minnesota
$255K – – –
GFG
1319
Goldstone Financial Group
Illinois
$253K -$16.4K -201 -6%
BCM
1320
Bluefin Capital Management
New York
$253K +$253K +3,100 New
MSAM
1321
Moloney Securities Asset Management
Missouri
$252K +$8.33K +102 +3%
OCM
1322
Objective Capital Management
Ohio
$252K -$4.25K -52 -2%
PAM
1323
Private Asset Management
California
$252K – – –
SAG
1324
SageView Advisory Group
California
$249K +$9.31K +114 +4%
IIC
1325
Integrated Investment Consultants
Michigan
$249K -$49.9K -611 -17%
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