We are live on ! Find out more
MS icon

Morgan Stanley
MS

1,585 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 553 increasing their positions, 662 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

10% more funds holding in top 10

Funds holding in top 10: 58 → 64 (+6)

3% more funds holding

Funds holding: 1,545 → 1,585 (+40)

3% more capital invested

Capital invested by funds: $144B → $149B (+$4.9B)

0.57% less ownership

Funds ownership: 84.36% → 83.79% (-0.57%)

16% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 662

47% less call options, than puts

Call options by funds: $2.57B | Put options by funds: $4.82B

Holders
1,585
Holders Change
+40
Holders Change %
+2.59%
% of All Funds
27.74%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
553
Reduced
662
Closed
75
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$871M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$507M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$444M
4
Goldman Sachs
Goldman Sachs
New York
+$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$165M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.07B
2
BlackRock
BlackRock
New York
-$726M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$474M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$335M
5
Franklin Resources
Franklin Resources
California
-$269M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1601
Crestline Management
Texas
– -$6.88M -75,000 Closed
NLGIA
1602
Nippon Life Global Investors Americas
New York
– -$5.79M -63,190 Closed
FC
1603
Full18 Capital
Connecticut
– -$5.51M -60,103 Closed
MME
1604
Meag Munich Ergo
Germany
– -$4.48M -48,897 Closed
PE
1605
Point72 Europe
United Kingdom
– -$3.18M -34,700 Closed
DTL
1606
Dynamic Technology Lab
Singapore
– -$2.76M -30,072 Closed
AF
1607
Ally Financial
Michigan
– -$2.75M -30,000 Closed
SFI
1608
Susquehanna Fundamental Investments
Pennsylvania
– -$2.67M -29,179 Closed
SC
1609
Sovarnum Capital
New York
– -$2.06M -22,500 Closed
RCIM
1610
Russell Clark Investment Management
United Kingdom
– -$1.83M -20,000 Closed
WCA
1611
Windsor Creek Advisors
Vermont
– -$1.76M -19,154 Closed
TCOO
1612
Trust Company of Oklahoma
Oklahoma
– -$1.53M -16,726 Closed
CC
1613
Claybrook Capital
Massachusetts
– -$1.5M -16,311 Closed
PRC
1614
Pearl River Capital
Michigan
– -$1.48M -16,185 Closed
LAM
1615
L2 Asset Management
Massachusetts
– -$1.44M -15,723 Closed
IC
1616
Inscription Capital
Texas
– -$1.21M -13,187 Closed
SC
1617
Shay Capital
New York
– -$1.26M -12,700 Closed
BWM
1618
Bulltick Wealth Management
Florida
– -$1.15M -12,522 Closed
AC
1619
Avestar Capital
New York
– -$1.03M -11,242 Closed
SFFS
1620
Stonehage Fleming Financial Services
Jersey
– -$1.02M -11,170 Closed
USAA
1621
United Services Automobile Association
Texas
– -$993K -10,835 Closed
QSS
1622
Quantitative Systematic Strategies
Florida
– -$934K -10,190 Closed
CIP
1623
Cornerstone Investment Partners
Georgia
– -$930K -10,138 Closed
SFO
1624
Standard Family Office
South Dakota
– -$734K -8,009 Closed
LP
1625
LMR Partners
United Kingdom
– -$692K -7,544 Closed
63 64
65
66 67

MS Hedge Fund Activity: Q3 2021 in Review

1,585 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2021, worth a combined $149B — up 3.4% from $144B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MS positions and 75 closed out — a net gain of 59 holders — while 553 added to existing stakes and 662 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $871M. The largest seller was JP Morgan Chase, cutting an estimated $1.07B.

  • 1,585 institutional investors held Morgan Stanley (MS) as of Q3 2021, up from 1,545 in Q2 2021.
  • Funds reported $149B of Morgan Stanley stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 134 funds opened new Morgan Stanley positions in Q3 2021 and 75 closed out, a net change of +59 holders.
  • The largest Morgan Stanley buyer in Q3 2021 was Capital Research Global Investors, an estimated $871M added.
  • The largest Morgan Stanley seller in Q3 2021 was JP Morgan Chase, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2021.