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 %
AWM
1501
Atticus Wealth Management
Florida
$71.2K – – –
KFP
1502
KB Financial Partners
New Jersey
$71K +$60.6K +738 +581%
CT
1503
Colonial Trust
South Carolina
$69.5K – – –
Bank Julius Baer & Co
1504
Bank Julius Baer & Co
Switzerland
$66K -$646K -7,918 -91%
CFD
1505
Creative Financial Designs
Indiana
$64.4K +$327 +4 +0.5%
HFM
1506
Hartford Financial Management
Connecticut
$63.5K +$18.6K +228 +41%
HWA
1507
HHM Wealth Advisors
Tennessee
$62.6K +$2.12K +26 +4%
SA
1508
SRH Advisors
Kansas
$62.5K -$1.72K -21 -3%
FMTCOCP
1509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K -$16.8K -206 -21%
C
1510
Covestor
United Kingdom
$62K +$7.61K +93 +14%
EAM
1511
Eukles Asset Management
Ohio
$61.5K – – –
LTI
1512
Laffer Tengler Investments
Tennessee
$60.7K -$51.9K -636 -46%
TLCM
1513
Twin Lakes Capital Management
California
$58.8K – – –
NSG
1514
Nalls Sherbakoff Group
Tennessee
$58.2K – – –
CBT
1515
CoreFirst Bank & Trust
Kansas
$54K – – –
LFASL
1516
Lugano Financial Advisors SA (LFA)
Switzerland
$51K – – –
TFGT
1517
TS Financial Group (TSFG)
Illinois
$51K – – –
BIA
1518
Bell Investment Advisors
California
$51K +$1.47K +18 +3%
AAP
1519
Arax Advisory Partners
Colorado
$50.6K +$1.14K +14 +2%
KC
1520
Knuff & Co
California
$49.8K +$4.08K +50 +9%
MTIM
1521
Marathon Trading Investment Management
Pennsylvania
$49K -$791K -9,684 -94%
ECM
1522
Estabrook Capital Management
New York
$49K – – –
HGERS
1523
Householder Group Estate & Retirement Specialist
Arizona
$48.5K +$48.5K +593 New
OCM
1524
Osterweis Capital Management
California
$48.2K – – –
HCM
1525
Horrell Capital Management
Arkansas
$48K – – –
59 60
61
62 63