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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 %
AWM
1626
AllSquare Wealth Management
New York
$4.9K -$653 -8 -12%
PS
1627
PayPay Securities
Japan
$4.64K +$4.64K +81 New
TCM
1628
Tradewinds Capital Management
Washington
$4.57K – – –
YAL
1629
Your Advocates Ltd
Texas
$4.57K – – –
BWS
1630
Buck Wealth Strategies
Colorado
$4.22K -$70.1K -864 -94%
SIA
1631
SkyView Investment Advisors
New Jersey
$4K – – –
BCM
1632
Blume Capital Management
California
$3.84K – – –
QL
1633
Quarry LP
New York
$3.59K +$3.59K +44 New
MWM
1634
Mascoma Wealth Management
New Hampshire
$3.51K – – –
VCM
1635
Versant Capital Management
Arizona
$3.43K +$1.8K +22 +110%
CTWM
1636
Cherry Tree Wealth Management
Minnesota
$3.27K -$163 -2 -5%
CSWM
1637
Cassady Schiller Wealth Management
Ohio
$3.1K +$3.1K +38 New
IPW
1638
Impact Partnership Wealth
Georgia
$2.78K -$21.3K -261 -88%
PWA
1639
Provenance Wealth Advisors
Florida
$2.61K +$2.61K +32 New
ECM
1640
Everence Capital Management
Indiana
$2.59K -$298 -3,650 -10%
CTB
1641
Country Trust Bank
Illinois
$2.45K – – –
NMG
1642
New Millennium Group
Utah
$2.37K – – –
APW
1643
Acima Private Wealth
Virginia
$2.12K – – –
MCM
1644
Magnolia Capital Management
New York
$2K – – –
NC
1645
NewSquare Capital
Pennsylvania
$1.8K +$1.8K +22 New
HWM
1646
Horizons Wealth Management
North Carolina
$1.39K – – –
TWP
1647
TFO Wealth Partners
Ohio
$1.2K +$171 +2 +17%
CAM
1648
ClariVest Asset Management
California
$1K -$1.08K -13 -52%
CA
1649
Centerpoint Advisors
Massachusetts
$1K +$615 +8 +160%
RCM
1650
Raleigh Capital Management
North Carolina
$430 +$430 +5 New
64 65
66
67 68