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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 %
CG
1451
Cutler Group
California
$125K -$143K -1,765 -53%
CFGS
1452
Concourse Financial Group Securities
Alabama
$125K -$20.6K -252 -14%
BWL
1453
Bogart Wealth LLC
Virginia
$124K -$8.58K -105 -6%
HBW
1454
Hazlett, Burt & Watson
West Virginia
$124K -$4.57K -57 -4%
JEST
1455
JTC Employer Solutions Trustee
Jersey
$123K – – –
MMG
1456
Monetary Management Group
Missouri
$123K – – –
RL
1457
Rogco LP
Oklahoma
$119K +$119K +1,462 New
PPWM
1458
PFG Private Wealth Management
Florida
$118K -$21.7K -266 -16%
RTC
1459
Riverview Trust Company
Washington
$116K – – –
GG
1460
Gleason Group
Kentucky
$116K +$1.14K +14 +1%
RBC
1461
Roble Belko & Company
Pennsylvania
$115K -$3.93K -48 -3%
FCA
1462
FinTrust Capital Advisors
South Carolina
$113K +$21.3K +261 +23%
WTA
1463
Washington Trust Advisors
Massachusetts
$111K -$327 -4 -0.3%
SCM
1464
Silvant Capital Management
Georgia
$111K – – –
RCG
1465
Rock Creek Group
District of Columbia
$109K -$20.5K -251 -16%
CQS
1466
Credential Qtrade Securities
$107K – – –
WTC
1467
WhitTier Trust Company
Nevada
$105K -$22.9K -280 -18%
AAG
1468
Armstrong Advisory Group
Massachusetts
$102K – – –
FMII
1469
Farmers & Merchants Investments Inc
Nebraska
$102K – – –
DAC
1470
Dividend Assets Capital
South Carolina
$101K – – –
ITIM
1471
Indiana Trust & Investment Management
Indiana
$99.6K +$99.6K +1,220 New
RFA
1472
Register Financial Advisors
Georgia
$99.2K +$2.04K +25 +2%
RMC
1473
Resources Management Corp
Connecticut
$99K – – –
MCM
1474
MV Capital Management
Maryland
$97.3K +$2.45K +30 +3%
HDIM
1475
Hanson & Doremus Investment Management
Vermont
$97K – – –
57 58
59
60 61