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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 %
QT
1701
Quantamental Technologies
New York
– -$369K -4,318 Closed
NICM
1702
Neo Ivy Capital Management
New York
– -$358K -4,194 Closed
ZIMP
1703
Zimmermann Investment Management & Planning
Pennsylvania
– -$347K -4,065 Closed
TFCP
1704
Twin Focus Capital Partners
Massachusetts
– -$344K -4,031 Closed
UH
1705
Unigestion Holding
Switzerland
– -$338K -3,968 Closed
IW
1706
Imprint Wealth
South Carolina
– -$338K -3,958 Closed
CWM
1707
Curi Wealth Management
North Carolina
– -$334K -3,907 Closed
SAS
1708
Stelac Advisory Services
New York
– -$332K -3,883 Closed
GCA
1709
Guardian Capital Advisors
Ontario, Canada
– -$300K -3,500 Closed
DU
1710
Delphia (USA)
Ontario, Canada
– -$287K -3,360 Closed
MFG
1711
Menard Financial Group
Texas
– -$277K -3,248 Closed
FIM
1712
Freedom Investment Management
Connecticut
– -$270K -3,158 Closed
JF
1713
Joule Financial
Kentucky
– -$270K -3,158 Closed
FAIM
1714
Financial Advocates Investment Management
Washington
– -$259K -3,030 Closed
FM
1715
Family Management
New York
– -$256K -3,000 Closed
TAIM
1716
TD Ameritrade Investment Management
Nebraska
– -$256K -2,994 Closed
CA
1717
Crewe Advisors
Utah
– -$254K -2,977 Closed
PWP
1718
Phillips Wealth Planners
Mississippi
– -$235K -2,756 Closed
BC
1719
Brookfield Corp
Ontario, Canada
– -$235K -2,753 Closed
EA
1720
Ellsworth Advisors
Ohio
– -$233K -2,724 Closed
PCA
1721
Pallas Capital Advisors
Massachusetts
– -$233K -2,701 Closed
MC
1722
Machina Capital
France
– -$231K -2,700 Closed
LCM
1723
Lazari Capital Management
California
– -$228K -2,672 Closed
CT
1724
Chicago Trust
Illinois
– -$226K -2,646 Closed
SIA
1725
Soltis Investment Advisors
Utah
– -$224K -2,625 Closed
67 68
69
70 71