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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 %
SC
1576
Solstein Capital
California
$20.9K – – –
Legacy Financial Group (Iowa)
1577
Legacy Financial Group (Iowa)
Iowa
$19.9K +$19.9K +244 New
USB
1578
Union Savings Bank
Connecticut
$19.6K +$12.3K +150 +167%
NIC
1579
Northwest Investment Counselors
Oregon
$18.4K – – –
FWM
1580
Focused Wealth Management
New York
$17K +$8.18K +100 +93%
HWP
1581
Highline Wealth Partners
California
$16.8K +$163 +2 +1%
PMFA
1582
Plante Moran Financial Advisors
Michigan
$16.4K – – –
CFFP
1583
Center for Financial Planning
Michigan
$16.3K – – –
BC
1584
Barrett & Company
Rhode Island
$16.3K – – –
BCM
1585
Bourgeon Capital Management
Connecticut
$16.3K – – –
WOSD
1586
WFA of San Diego
California
$16.3K – – –
JFA
1587
JNBA Financial Advisors
Minnesota
$16.3K +$3.92K +48 +32%
HWM
1588
HighMark Wealth Management
Minnesota
$16.3K +$16.3K +200 New
RTL
1589
Red Tortoise LLC
Georgia
$15.3K +$81 +1 +0.5%
IHWM
1590
Iron Horse Wealth Management
Iowa
$14.9K +$14.9K +182 New
SVCP
1591
Silicon Valley Capital Partners
California
$14.3K +$163 +2 +1%
HB
1592
Horizon Bancorp
Indiana
$14K -$10.3K -127 -42%
WB
1593
Webster Bank
Connecticut
$13.6K +$8.33K +102 +159%
FPB
1594
First PREMIER Bank
South Dakota
$13K – – –
AW
1595
Avion Wealth
Texas
$13K +$231 +3 +2%
AIC
1596
Archer Investment Corporation
Indiana
$12.7K – – –
MAM
1597
Marquette Asset Management
Minnesota
$12.7K – – –
TCM
1598
TD Capital Management
Tennessee
$11.4K – – –
KFS
1599
Kelly Financial Services
Massachusetts
$10.9K +$82 +1 +0.8%
SC
1600
Stephens Consulting
Michigan
$10.2K – – –
62 63
64
65 66