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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 %
EWM
1551
Evermay Wealth Management
Virginia
$29.8K -$13.7K -168 -32%
EIM
1552
Essex Investment Management
Massachusetts
$29.6K -$1.1M -13,523 -97%
EBA
1553
Eagle Bay Advisors
New York
$29.1K +$2.94K +36 +11%
JPWM
1554
Jamison Private Wealth Management
Georgia
$28.6K +$28.6K +350 New
TFM
1555
TFC Financial Management
Massachusetts
$28.4K +$6.54K +80 +30%
DFA
1556
DHJJ Financial Advisors
Illinois
$27.6K +$27.6K +338 New
JWM
1557
Janiczek Wealth Management
Colorado
$27.5K +$24.5K +300 +811%
RW
1558
RVW Wealth
California
$27.4K +$27.4K +336 New
WWP
1559
WR Wealth Planners
Missouri
$27.3K +$82 +1 +0.3%
SN
1560
Sittner & Nelson
Oregon
$27.2K – – –
GJIA
1561
Glass Jacobson Investment Advisors
Maryland
$26.8K +$11.7K +143 +77%
JMF
1562
Johnson Midwest Financial
Iowa
$26.5K – – –
WBC
1563
West Branch Capital
Massachusetts
$26K -$2.45K -30 -9%
HIIFS
1564
Harel Insurance Investments & Financial Services
Israel
$25K – – –
BAM
1565
Byrne Asset Management
New Jersey
$25K – – –
MCA
1566
Maryland Capital Advisors
Maryland
$24.5K – – –
ICM
1567
Islay Capital Management
Texas
$24.5K – – –
LFA
1568
LGT Financial Advisors
Texas
$24.5K +$24.5K +300 New
CCA
1569
Column Capital Advisors
Indiana
$24.3K -$490 -6 -2%
PWMG
1570
Provence Wealth Management Group
California
$24K -$179K -2,186 -88%
DMKJ
1571
David M. Knott Jr
$24K – – –
AP
1572
Atwood & Palmer
Missouri
$23.7K – – –
MWA
1573
Miller Wealth Advisors
Colorado
$23.3K – – –
FAM
1574
Flaharty Asset Management
Florida
$22.1K +$22.1K +271 New
HIM
1575
Hillsdale Investment Management
Ontario, Canada
$21.2K -$54.7K -670 -72%
61 62
63
64 65