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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 %
RIA
1326
Realta Investment Advisors
Delaware
$249K – – –
ICP
1327
Interchange Capital Partners
Pennsylvania
$248K +$12.4K +152 +5%
PCMC
1328
Private Capital Management (Colorado)
Colorado
$248K +$22.5K +275 +10%
WI
1329
WrapManager Inc
California
$247K +$20.4K +250 +9%
MF
1330
Manchester Financial
California
$247K -$16.7K -205 -6%
FOA
1331
Five Oceans Advisors
California
$247K – – –
KA
1332
Kozak & Associates
Colorado
$246K +$3.7K +46 +2%
PI
1333
PineBridge Investments
New York
$246K -$186K -2,272 -43%
TC
1334
Trilogy Capital
California
$246K -$3.35K -41 -1%
FGA
1335
Fortis Group Advisors
New Jersey
$245K +$1.32K +15 +0.5%
AFG
1336
Atomi Financial Group
New York
$245K +$245K +3,000 New
Hotchkis & Wiley Capital Management
1337
Hotchkis & Wiley Capital Management
California
$245K -$16.3K -200 -6%
SOAMC
1338
Spirit of America Management Corp
New York
$245K – – –
ORC
1339
O'Rourke & Company
Massachusetts
$245K +$1.31K +16 +0.5%
NWA
1340
Navis Wealth Advisors
New York
$244K +$10.6K +130 +5%
SFS
1341
Stiles Financial Services
Minnesota
$244K -$2.78K -34 -1%
ISWM
1342
Independent Solutions Wealth Management
New York
$242K -$24.4K -299 -9%
EFSCE
1343
Enterprise Financial Services Corp (EFSC)
Missouri
$241K +$8.82K +108 +4%
NC
1344
NBW Capital
Massachusetts
$241K -$6.13K -75 -2%
TCM
1345
Tributary Capital Management
Nebraska
$241K – – –
VA
1346
Valmark Advisers
Ohio
$237K -$3.51K -43 -1%
VCG
1347
Vantage Consulting Group
Virginia
$237K +$4.9K +60 +2%
SA
1348
Syntax Advisors
New York
$237K +$4.9K +60 +2%
GCMG
1349
Gyroscope Capital Management Group
Florida
$237K +$16.3K +200 +7%
OFW
1350
Omnia Family Wealth
Florida
$236K -$155K -1,900 -40%
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