MS icon

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 %
BWM
1426
Baystate Wealth Management
Massachusetts
$187K +$14.8K +181 +9%
Kayne Anderson Rudnick Investment Management
1427
Kayne Anderson Rudnick Investment Management
California
$185K +$5.39K +66 +3%
M
1428
MOTCO
Texas
$184K +$6.21K +76 +3%
PA
1429
PSI Advisors
Florida
$183K +$98K +1,200 +116%
ETC
1430
Exchange Traded Concepts
Oklahoma
$179K -$6.74M -82,529 -97%
MIM
1431
Macroview Investment Management
Maryland
$178K +$178K +2,182 New
HI
1432
Harbour Investments
Wisconsin
$175K -$4.33K -53 -2%
BWAM
1433
Boyd Watterson Asset Management
Ohio
$174K -$327 -4 -0.2%
CCP
1434
Carmel Capital Partners
California
$172K +$42.1K +516 +32%
BBPWM
1435
Blue Bell Private Wealth Management
Pennsylvania
$172K +$26K +318 +18%
EL
1436
EMFO LLC
Florida
$163K – – –
CAL
1437
Capital Advisors Ltd
Ohio
$155K +$1.14K +14 +0.7%
MRCM
1438
M&R Capital Management
New Jersey
$155K -$46.9K -574 -23%
BSC
1439
Brown Shipley & Co
United Kingdom
$153K – – –
UCB
1440
United Community Bank
South Carolina
$152K +$152K +1,858 New
HFM
1441
Harvest Fund Management
China
$151K – – –
IAS
1442
IMA Advisory Services
Colorado
$147K – – –
HL
1443
HeadInvest LLC
Maine
$145K +$145K +1,802 New
GGI
1444
Godsey & Gibb Inc
Virginia
$139K -$17.2K -211 -11%
LS
1445
Livforsakringsbolaget Skandia
Sweden
$136K – – –
MME
1446
Meag Munich Ergo
Germany
$136K -$26.6M -326,068 -99%
CP
1447
Castleview Partners
Texas
$132K +$898 +11 +0.7%
TIM
1448
Thompson Investment Management
Wisconsin
$128K – – –
LFG
1449
Larson Financial Group
Missouri
$126K +$112K +1,370 +770%
PSB
1450
Piscataqua Savings Bank
New Hampshire
$126K – – –
56 57
58
59 60