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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 %
RFA
1426
Reilly Financial Advisors
California
$109K – – –
Optiver Holding
1427
Optiver Holding
Netherlands
$109K +$109K +1,119 New
RMC
1428
Resources Management Corp
Connecticut
$108K – – –
FMTCOCP
1429
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K – – –
FA
1430
Fortis Advisors
Pennsylvania
$106K +$680 +7 +0.6%
CAL
1431
Capital Advisors Ltd
Ohio
$105K – – –
EAM
1432
Eukles Asset Management
Ohio
$104K -$153K -1,571 -60%
FCMT
1433
Founders Capital Management (Texas)
Texas
$103K +$10.3K +106 +11%
BHWM
1434
Bay Harbor Wealth Management
Maryland
$99K -$2.54K -26 -2%
FNBOSM
1435
First National Bank of South Miami
Florida
$97K – – –
FGAM
1436
Financial Gravity Asset Management
Texas
$97K – – –
FMII
1437
Farmers & Merchants Investments Inc
Nebraska
$96K +$10.8K +111 +13%
BWL
1438
Bogart Wealth LLC
Virginia
$95K -$10.4K -107 -10%
WR
1439
WD Rutherford
Oregon
$95K – – –
ME
1440
McIlrath & Eck
Washington
$94K – – –
TFO
1441
Tarbox Family Office
California
$90K -$1.26K -13 -1%
CWM
1442
Cedar Wealth Management
California
$90K – – –
CMA
1443
Cedar Mountain Advisors
Oregon
$86K +$12.6K +130 +17%
SWA
1444
Sutton Wealth Advisors
Florida
$84.6K – – –
TFGT
1445
TS Financial Group (TSFG)
Illinois
$82K – – –
SCA
1446
Stonebridge Capital Advisors
Minnesota
$81K -$70K -723 -46%
GWS
1447
Glassman Wealth Services
Virginia
$79K -$685 -7 -0.9%
CBT
1448
CoreFirst Bank & Trust
Kansas
$79K – – –
CC
1449
Corsicana & Co
Texas
$79K – – –
PCC
1450
Park Circle Company
Maryland
$78K – – –
56 57
58
59 60