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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 %
KFGK
1351
Keystone Financial Group (Kentucky)
Kentucky
$236K – – –
IIM
1352
Ipswich Investment Management
Massachusetts
$234K -$8.17K -100 -3%
KP
1353
Keel Point
Alabama
$234K -$21.6K -264 -8%
AF
1354
Apexium Financial
Texas
$232K -$5.55K -68 -2%
QPWM
1355
Quadrant Private Wealth Management
Pennsylvania
$231K -$37K -453 -14%
KC
1356
Kingfisher Capital
North Carolina
$231K – – –
WWM
1357
Windsor Wealth Management
Indiana
$231K +$245 +3 +0.1%
PCM
1358
Prelude Capital Management
New York
$231K +$231K +2,825 New
GP
1359
Girard Partners
Pennsylvania
$231K +$817 +10 +0.4%
BFA
1360
Bragg Financial Advisors
North Carolina
$230K – – –
RVPG
1361
Relative Value Partners Group
$229K +$229K +2,810 New
AGWCA
1362
Annis Gardner Whiting Capital Advisors
Florida
$229K +$229K +2,809 New
PWP
1363
Perfromance Wealth Partners
Illinois
$229K – – –
AFS
1364
Annapolis Financial Services
Maryland
$228K – – –
RCA
1365
Resonant Capital Advisors
Wisconsin
$228K -$5.64K -69 -2%
DCM
1366
DGS Capital Management
New Jersey
$226K -$39.9K -489 -15%
ES
1367
Eagle Strategies
New York
$226K +$82 +1 +0%
WCWM
1368
Willow Creek Wealth Management
California
$226K +$82 +1 +0%
PFP
1369
Pinnacle Financial Partners
Tennessee
$225K -$48.4K -593 -18%
FC
1370
Fulcrum Capital
Washington
$225K +$225K +2,759 New
KFI
1371
Key Financial Inc
Pennsylvania
$225K +$245 +3 +0.1%
PFA
1372
Pathway Financial Advisors
Vermont
$224K – – –
BCM
1373
BluePath Capital Management
Georgia
$222K +$222K +2,720 New
BP
1374
Broadleaf Partners
Ohio
$222K – – –
ABC
1375
Associated Banc-Corp
Wisconsin
$221K -$3.02K -37 -1%
53 54
55
56 57