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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 %
LWM
1676
LJI Wealth Management
Indiana
– -$151K -14,849 Closed
QT
1677
Quantbot Technologies
New York
– -$1.25M -14,610 Closed
VIA
1678
Vident Investment Advisory
Georgia
– -$1.25M -14,555 Closed
SEC
1679
Seven Eight Capital
New York
– -$1.23M -14,443 Closed
Simplex Trading
1680
Simplex Trading
Illinois
– -$997K -11,678 Closed
E
1681
Ergoteles
New York
– -$818K -9,574 Closed
AIM
1682
Aigen Investment Management
New York
– -$660K -7,731 Closed
XT
1683
XTX Topco
Cayman Islands
– -$639K -7,488 Closed
YIH
1684
Y-Intercept (HK)
Hong Kong
– -$626K -7,334 Closed
MC
1685
Maverick Capital
Texas
– -$615K -7,200 Closed
SSA
1686
Schonfeld Strategic Advisors
New York
– -$579K -6,780 Closed
CAM
1687
CenterStar Asset Management
Illinois
– -$570K -6,664 Closed
LFDLE
1688
La Financiere de L'Echiquier
France
– -$529K -6,200 Closed
VWA
1689
V Wealth Advisors
Kansas
– -$467K -5,468 Closed
ESCM
1690
Echo Street Capital Management
New York
– -$464K -5,439 Closed
MHIC
1691
Marble Harbor Investment Counsel
Massachusetts
– -$459K -5,375 Closed
CW
1692
CreativeOne Wealth
Kansas
– -$458K -5,368 Closed
BC
1693
Bridgefront Capital
Texas
– -$433K -5,075 Closed
CIAS
1694
CFS Investment Advisory Services
New Jersey
– -$433K -5,066 Closed
CA
1695
Calton & Associates
Florida
– -$416K -4,867 Closed
LI
1696
LVZ Inc
Michigan
– -$404K -4,732 Closed
AT
1697
American Trust
Kentucky
– -$398K -4,663 Closed
ACI
1698
Alpha Cubed Investments
California
– -$380K -4,449 Closed
HT
1699
Headlands Technologies
Illinois
– -$375K -4,390 Closed
A
1700
AustralianSuper
Australia
– -$372K -4,351 Closed
66 67
68
69 70