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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 %
WFA
1601
West Financial Advisors
Iowa
$10.2K +$10.2K +125 New
GCM
1602
Gables Capital Management
Florida
$9.8K – – –
GPI
1603
General Partner Inc
Pennsylvania
$9.56K – – –
CPG
1604
Cornerstone Planning Group
New Jersey
$9.39K +$3.1K +38 +49%
NA
1605
Nordwand Advisors
Pennsylvania
$9.23K – – –
HFS
1606
Hantz Financial Services
Michigan
$9K +$5.87K +75 +188%
CTA
1607
Colonial Trust Advisors
South Carolina
$8.98K – – –
LWANC
1608
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.49K -$34.7K -425 -80%
MBFW
1609
Morton Brown Family Wealth
Pennsylvania
$8K – – –
PP
1610
PrairieView Partners
Minnesota
$8K -$7.16K -94 -47%
LFA
1611
Legend Financial Advisors
Pennsylvania
$7.11K – – –
AA
1612
Ancora Advisors
Ohio
$7.02K – – –
FMB
1613
Field & Main Bank
Kentucky
$6.86K +$6.86K +84 New
FCT
1614
First Community Trust
Iowa
$6.78K – – –
PCTC
1615
Perkins Coie Trust Company
Washington
$6.53K +$6.53K +80 New
BOC
1616
Bull Oak Capital
California
$6.13K +$6.13K +75 New
CCMI
1617
Creative Capital Management Investments
California
$5.88K +$5.88K +72 New
AIM
1618
Arcadia Investment Management
Michigan
$5.72K – – –
FSWA
1619
Financial Synergies Wealth Advisors
Texas
$5.72K – – –
WIM
1620
Westside Investment Management
California
$5.72K – – –
SHIM
1621
Stone House Investment Management
Pennsylvania
$5.72K – – –
ME
1622
McIlrath & Eck
Washington
$5.72K – – –
LOIP
1623
Live Oak Investment Partners
Texas
$5.72K -$5.98K – –
APC
1624
Aspire Private Capital
North Carolina
$5.53K -$2.31K -28 -29%
SC
1625
Steph & Co
Wisconsin
$5.47K +$5.47K +67 New
63 64
65
66 67