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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 %
EWM
1401
Edge Wealth Management
New York
$164K +$8.27K +85 +5%
LC
1402
Lindbrook Capital
California
$163K +$6.91K +71 +4%
LWA
1403
Lenox Wealth Advisors
New York
$163K +$95K +974 +140%
MS
1404
Mizuho Securities
Japan
$162K +$118K +1,210 +269%
GRP
1405
Global Retirement Partners
California
$160K +$25.4K +260 +19%
CWM
1406
Cranbrook Wealth Management
Michigan
$159K +$16.8K +172 +12%
First Manhattan
1407
First Manhattan
New York
$154K -$5.44K -56 -3%
KFI
1408
Key Financial Inc
Pennsylvania
$154K – – –
CDIA
1409
Capital Directions Investment Advisors
Georgia
$150K – – –
JCM
1410
Jacobi Capital Management
Pennsylvania
$147K +$34.6K +356 +31%
VRM
1411
Vectors Research Management
New York
$146K – – –
LTI
1412
Laffer Tengler Investments
Tennessee
$138K +$49K +504 +55%
IBOK
1413
Independence Bank of Kentucky
Kentucky
$133K +$3.51K +36 +3%
SCM
1414
Silvant Capital Management
Georgia
$132K – – –
BC
1415
Burleson & Co
California
$129K +$683 +7 +0.5%
GG
1416
Gleason Group
Kentucky
$129K +$876 +9 +0.7%
Kayne Anderson Rudnick Investment Management
1417
Kayne Anderson Rudnick Investment Management
California
$126K – – –
DAC
1418
Dividend Assets Capital
South Carolina
$123K – – –
BAM
1419
Barrett Asset Management
New York
$120K +$76.3K +785 +174%
EWA
1420
Evolution Wealth Advisors
Florida
$118K – – –
PWM
1421
Prentice Wealth Management
New York
$117K -$97 -1 -0.1%
BFC
1422
Bedel Financial Consulting
Indiana
$116K -$1.94K -20 -2%
AWA
1423
Arkadios Wealth Advisors
Georgia
$114K -$20.6K -212 -15%
SIM
1424
Sonora Investment Management
Arizona
$112K – – –
WPA
1425
West Paces Advisors
Georgia
$111K – – –
55 56
57
58 59