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Morgan Stanley
MS

Overview Fund Activity

1,577 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, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
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
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$930M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$513M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.15B
4
Goldman Sachs
Goldman Sachs
New York
$917M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.09B
2
BlackRock
BlackRock
New York
$11B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.21B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$39.3M
5
Franklin Resources
Franklin Resources
California
$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
1626
Advisor Resource Council
Texas
– -$364K -3,976 Closed
JF
1627
Jump Financial
Illinois
– -$322K -3,521 Closed
SMF
1628
Sterling Manor Financial
New York
– -$307K -3,351 Closed
CWP
1629
Curated Wealth Partners
California
– -$293K -3,198 Closed
PP
1630
Paloma Partners
Connecticut
– -$277K -3,023 Closed
NCM
1631
Neumann Capital Management
California
– -$217K -2,370 Closed
SHGA
1632
Sand Hill Global Advisors
California
– -$215K -2,346 Closed
AIL
1633
AGF Investments LLC
Ontario, Canada
– -$215K -2,343 Closed
CF
1634
Clarity Financial
Texas
– -$211K -2,304 Closed
BWG
1635
Beta Wealth Group
California
– -$211K -2,300 Closed
MWM
1636
Mission Wealth Management
California
– -$205K -2,233 Closed
MC
1637
Maverick Capital
Texas
– -$159K -1,729 Closed
EBSAM
1638
Eubel Brady & Suttman Asset Management
Ohio
– -$125K -1,612 Closed
PWS
1639
Paragon Wealth Strategies
Florida
– -$60K -651 Closed
BBL
1640
Beck Bode LLC
Massachusetts
– -$46K -500 Closed
WIM
1641
Westside Investment Management
California
– -$45.8K -500 Closed
CAM
1642
Close Asset Management
United Kingdom
– -$31K -340 Closed
M1FG
1643
Mach-1 Financial Group
Arkansas
– -$26K -288 Closed
CPWM
1644
Cypress Point Wealth Management
Texas
– -$18K -200 Closed
SL
1645
Savior LLC
Massachusetts
– -$16K -179 Closed
PA
1646
Perennial Advisors
New York
– -$15K -168 Closed
FFG
1647
Ford Financial Group
California
– -$11K -123 Closed
AWM
1648
Activest Wealth Management
Florida
– -$8K -90 Closed
KFP
1649
KB Financial Partners
New Jersey
– -$7K -72 Closed
BAM
1650
Bellevue Asset Management
Washington
– -$4K -44 Closed
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