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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 %
DBIA
1376
Dumont & Blake Investment Advisors
New Jersey
$206K +$206K +2,122 New
NB
1377
Northwest Bancshares
Pennsylvania
$205K +$205K +2,109 New
PWMG
1378
Prestige Wealth Management Group
New Jersey
$204K – – –
BAM
1379
Brave Asset Management
New Jersey
$204K +$204K +2,100 New
NL
1380
NWAM LLC
Washington
$203K +$203K +2,087 New
AIP
1381
Almanack Investment Partners
Pennsylvania
$203K +$203K +2,090 New
RCG
1382
Rock Creek Group
District of Columbia
$202K -$92.8K -951 -31%
VNA
1383
Valley National Advisers
Pennsylvania
$202K +$292 +3 +0.1%
SAM
1384
SignalPoint Asset Management
Missouri
$202K +$202K +2,079 New
FSA
1385
Fort Sheridan Advisors
Illinois
$201K +$201K +2,069 New
BFA
1386
Beaumont Financial Advisors
Massachusetts
$200K -$13.4K -137 -6%
IFA
1387
Interactive Financial Advisors
Illinois
$195K – – –
BEI
1388
Benjamin Edwards Inc
Missouri
$194K +$136K +1,391 +232%
FCA
1389
FinTrust Capital Advisors
South Carolina
$191K -$48.6K -501 -20%
ONST
1390
Old North State Trust
North Carolina
$191K – – –
BWM
1391
BerganKDV Wealth Management
Minnesota
$189K +$98 +1 +0.1%
CWA
1392
Clearview Wealth Advisors
Oregon
$187K +$76.6K +787 +69%
SSB
1393
Sandy Spring Bank
Maryland
$186K -$26.4K -270 -12%
EWM
1394
Endurance Wealth Management
Rhode Island
$186K – – –
ANBT
1395
American National Bank & Trust
Texas
$179K – – –
PA
1396
PSI Advisors
Florida
$179K +$179K +1,837 New
BWM
1397
Baystate Wealth Management
Massachusetts
$178K +$13.7K +141 +8%
KA
1398
Kozak & Associates
Colorado
$170K +$170K +1,700 New
GLLW
1399
Graves Light Lenhart Wealth
Virginia
$166K – – –
CWP
1400
Concord Wealth Partners
Virginia
$164K -$317K -3,248 -66%
54 55
56
57 58