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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 %
BDWM
1451
Brewin Dolphin Wealth Management
Ireland
$77.8K – – –
GAM
1452
Gemmer Asset Management
California
$76K – – –
SA
1453
SRH Advisors
Kansas
$74K +$489 +5 +0.7%
TWA
1454
TCI Wealth Advisors
Arizona
$73K – – –
TLCM
1455
Twin Lakes Capital Management
California
$70K – – –
HCP
1456
Hexagon Capital Partners
Arkansas
$68K -$58.4K -599 -46%
AWM
1457
AllSquare Wealth Management
New York
$68K -$12.8K -131 -16%
MRCM
1458
M&R Capital Management
New Jersey
$68K – – –
CFD
1459
Creative Financial Designs
Indiana
$68K +$97 +1 +0.1%
GPA
1460
Guidance Point Advisors
Massachusetts
$67K +$67K +693 New
TFIPS
1461
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.2K – – –
HWA
1462
HHM Wealth Advisors
Tennessee
$66K – – –
SWA
1463
SOA Wealth Advisors
New York
$66K +$97 +1 +0.1%
CHA
1464
Carmichael Hill & Associates
Maryland
$65K – – –
LFG
1465
Larson Financial Group
Missouri
$64K +$483 +5 +0.8%
KIG
1466
Kowal Investment Group
Wisconsin
$64K +$64K +659 New
BIA
1467
Bell Investment Advisors
California
$62K +$62K +639 New
LFASL
1468
Lugano Financial Advisors SA (LFA)
Switzerland
$61K – – –
FFC
1469
First Financial Corp
Indiana
$61K +$30.5K +312 +100%
VCM
1470
Vigilant Capital Management
Maine
$60K +$60K +613 New
CFO
1471
CVA Family Office
Colorado
$59K -$78K -1,616 -57%
ECM
1472
Estabrook Capital Management
New York
$58.4K -$16.5K -170 -22%
CCC
1473
Crescent Capital Consulting
Louisiana
$58K – – –
PFA
1474
Professional Financial Advisors
Nebraska
$58K – – –
CWC
1475
Carolinas Wealth Consulting
North Carolina
$57K -$76.7K -789 -57%
57 58
59
60 61