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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 %
PS
1401
Planned Solutions
California
$207K -$19.8K -242 -9%
DAM
1402
Doheny Asset Management
California
$206K – – –
FZCM
1403
Flynn Zito Capital Management
New York
$206K +$82 +1 +0%
OWA
1404
One Wealth Advisors
California
$206K +$206K +2,522 New
WG
1405
Welch Group
Alabama
$206K -$5.64K -69 -3%
PVH
1406
Psagot Value Holdings
Israel
$205K – – –
GC
1407
Gratus Capital
Georgia
$205K +$205K +2,506 New
IBOK
1408
Independence Bank of Kentucky
Kentucky
$205K +$33.1K +405 +19%
BMO
1409
Beck Mack & Oliver
New York
$204K – – –
AMBIA
1410
Allen Mooney & Barnes Investment Advisors
Georgia
$203K +$327 +4 +0.2%
BAAM
1411
Baker Avenue Asset Management
California
$202K +$163 +2 +0.1%
NEWAS
1412
N.E.W. Advisory Services
Wisconsin
$202K -$6.94K -85 -3%
TWM
1413
Thrive Wealth Management
Pennsylvania
$202K -$5.55K -68 -3%
NSB
1414
Norway Savings Bank
Maine
$200K – – –
PK
1415
Pflug Koory
Nebraska
$198K -$2.86K -35 -1%
ACA
1416
Atlas Capital Advisors
Wyoming
$197K – – –
BSB
1417
Bangor Savings Bank
Maine
$197K -$9.47K -116 -5%
DMBA
1418
Deseret Mutual Benefit Administrators
Utah
$196K -$14K -172 -7%
SWA
1419
Sutton Wealth Advisors
Florida
$194K +$4.98K +61 +3%
SSB
1420
Sandy Spring Bank
Maryland
$193K -$14.5K -178 -7%
GWS
1421
Glassman Wealth Services
Virginia
$193K +$4.66K +57 +2%
GIA
1422
GHP Investment Advisors
Colorado
$190K +$11K +142 +6%
GBT
1423
Grove Bank & Trust
Florida
$190K +$45.7K +559 +32%
AI
1424
AXS Investments
New York
$188K -$112K -1,376 -37%
OIA
1425
Optimum Investment Advisors
Illinois
$188K +$82 +1 +0%
55 56
57
58 59