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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 %
GEA
1376
Glen Eagle Advisors
New Jersey
$221K -$19.4K -238 -8%
TNA
1377
True North Advisors
Texas
$221K -$66.4K -813 -23%
RC
1378
Reik & Co
New York
$221K – – –
JE
1379
JMAC Enterprises
Pennsylvania
$221K +$221K +2,700 New
DJSG
1380
D.J. St. Germain
Massachusetts
$220K -$84.3K -1,032 -28%
SGI
1381
Summit Global Investments
Utah
$220K +$10.5K +129 +5%
IAS
1382
Insigneo Advisory Services
Florida
$219K -$839K -10,273 -79%
AA
1383
Argent Advisors
Louisiana
$219K – – –
ALAM
1384
Asahi Life Asset Management
Japan
$216K +$216K +2,650 New
WSCM
1385
Wellington Shields Capital Management
New York
$215K – – –
HWMG
1386
Hurlow Wealth Management Group
Indiana
$215K – – –
SC
1387
Sepio Capital
Utah
$215K – – –
BOPW
1388
Brandywine Oak Private Wealth
Pennsylvania
$215K – – –
RA
1389
Rational Advisors
New York
$214K -$48.8K -598 -19%
NB
1390
Northwest Bancshares
Pennsylvania
$213K +$213K +2,604 New
KIG
1391
Kennedy Investment Group
New Jersey
$212K +$817 +10 +0.4%
CPC
1392
Congress Park Capital
New York
$212K -$4.08K -50 -2%
PA
1393
PFG Advisors
Arizona
$212K +$16K +196 +8%
HCM
1394
Highlander Capital Management
New Jersey
$212K +$8.15K +100 +4%
MTWM
1395
Masso Torrence Wealth Management
New Jersey
$212K -$174K -2,132 -45%
OC
1396
Oakworth Capital
Alabama
$212K – – –
PVI
1397
Pine Valley Investments
New Jersey
$212K +$8.49K +104 +4%
LAM
1398
Lifestyle Asset Management
Texas
$210K – – –
MAM
1399
McLean Asset Management
Virginia
$208K +$4.09K +51 +2%
BMCM
1400
Bryn Mawr Capital Management
Pennsylvania
$208K +$208K +2,544 New
54 55
56
57 58