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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 %
CHA
1526
Carmichael Hill & Associates
Maryland
$47.1K -$13.5K -165 -22%
SL
1527
Salomon & Ludwin
Virginia
$46.3K +$46.3K +567 New
TC
1528
Truvestments Capital
Florida
$46.1K +$326 +4 +0.7%
AFIA
1529
America First Investment Advisors
Nebraska
$45.4K – – –
SFG
1530
Steward Financial Group
Texas
$45K +$6.36K +79 +16%
RAM
1531
Riggs Asset Management
Pennsylvania
$43.9K – – –
BWP
1532
Baldwin Wealth Partners
Massachusetts
$43.7K – – –
CWM
1533
Cedar Wealth Management
California
$43K – – –
OAJ
1534
Ogorek Anthony Joseph
New York
$42K -$5.06K -63 -11%
SFA
1535
Semmax Financial Advisors
North Carolina
$39.4K +$39.4K +519 New
NCM
1536
Northwest Capital Management
Oregon
$38.8K – – –
MFT
1537
Moisand Fitzgerald Tamayo
Florida
$38.3K -$1.23K -15 -3%
FRA
1538
Front Row Advisors
California
$36.9K +$25.4K +311 +221%
VAG
1539
VisionPoint Advisory Group
Texas
$36.1K +$19.9K +244 +123%
AWM
1540
Abound Wealth Management
Tennessee
$35.5K – – –
TIM
1541
Tortoise Investment Management
New York
$34.1K +$4.98K +61 +17%
CAS
1542
Coppell Advisory Solutions
Texas
$34K -$30K -353 -47%
BCMLT
1543
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K – – –
MSFP
1544
Mark Sheptoff Financial Planning
Connecticut
$32.7K – – –
OP
1545
ORG Partners
Indiana
$32.3K -$14.3K -175 -31%
SIC
1546
SJS Investment Consulting
Ohio
$32K +$817 +10 +3%
YDMI
1547
Y.D. More Investments
Israel
$31K – – –
CLOS
1548
Compagnie Lombard Odier SCmA
Switzerland
$30.6K – – –
WSC
1549
Wellington Shields & Co
New York
$30.6K +$14.3K +175 +88%
OLVIG
1550
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K -$163 -2 -0.5%
60 61
62
63 64