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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 %
CWM
1476
Compass Wealth Management
Connecticut
$96.7K -$2.29K -28 -2%
PAG
1477
Paladin Advisory Group
Iowa
$94.4K – – –
JWA
1478
JFS Wealth Advisors
Pennsylvania
$93.6K -$6.21K -76 -6%
TWM
1479
Tradition Wealth Management
Minnesota
$93K -$24.9K -306 -21%
JFGIW
1480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92.5K -$84.7K -1,037 -48%
WPA
1481
West Paces Advisors
Georgia
$92.3K -$16.9K -207 -15%
T
1482
TOBAM
France
$88K – – –
GM
1483
GeoWealth Management
Illinois
$87K -$2.63K -32 -3%
PFA
1484
Pathway Financial Advisers
Indiana
$85.3K +$85.3K +1,044 New
UIA
1485
Ulland Investment Advisors
Minnesota
$85K -$13.6K -167 -14%
GFPC
1486
Global Financial Private Client
Florida
$84.4K – – –
CB
1487
Centennial Bank
Arkansas
$84.2K – – –
AP
1488
Arlington Partners
Alabama
$83.6K +$12.3K +150 +17%
AT
1489
Arlington Trust
Alabama
$83.6K +$83.6K +1,024 New
SWA
1490
SOA Wealth Advisors
New York
$82.4K +$163 +2 +0.2%
RA
1491
Rise Advisors
New York
$82.1K +$817 +10 +1%
CNBTD
1492
Citizens National Bank Trust Department
Mississippi
$81.7K – – –
CMA
1493
Cedar Mountain Advisors
Oregon
$80.6K +$490 +6 +0.6%
SIS
1494
Sound Income Strategies
Florida
$80.3K -$3.68K -45 -4%
BLC
1495
Brown, Lisle/Cummings
Rhode Island
$79.6K – – –
SCA
1496
Stonebridge Capital Advisors
Minnesota
$78.4K -$4.08K -50 -5%
CWM
1497
Cranbrook Wealth Management
Michigan
$78.1K -$19.1K -234 -20%
FCMT
1498
Founders Capital Management (Texas)
Texas
$77.1K +$6.04K +74 +9%
CSC
1499
Caldwell Sutter Capital
California
$75.9K -$3.27K -40 -4%
CWC
1500
Carolinas Wealth Consulting
North Carolina
$71.4K -$12.8K -181 -15%
58 59
60
61 62