MS icon

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 %
ZF
1726
Zhang Financial
Michigan
– -$224K -2,623 Closed
NFSG
1727
Newbridge Financial Services Group
Florida
– -$221K -2,591 Closed
IAIM
1728
Industrial Alliance Investment Management
Quebec, Canada
– -$218K -2,550 Closed
HWM
1729
Horizon Wealth Management
Illinois
– -$217K -2,546 Closed
WAG
1730
Winthrop Advisory Group
Massachusetts
– -$216K -2,523 Closed
EFG
1731
Ethos Financial Group
Pennsylvania
– -$221K -2,512 Closed
MAG
1732
Mayfair Advisory Group
Alabama
– -$206K -2,467 Closed
IWA
1733
IVC Wealth Advisors
Pennsylvania
– -$210K -2,457 Closed
BHIA
1734
Birch Hill Investment Advisors
Massachusetts
– -$209K -2,451 Closed
HWM
1735
Hemington Wealth Management
Virginia
– -$209K -2,450 Closed
PWA
1736
Primoris Wealth Advisors
Florida
– -$207K -2,429 Closed
HCM
1737
Hall Capital Management
Rhode Island
– -$207K -2,426 Closed
BTW
1738
Boston Trust Walden
Massachusetts
– -$207K -2,423 Closed
FFA
1739
Founders Financial Alliance
North Carolina
– -$204K -2,393 Closed
AFC
1740
AFT Forsyth & Company
Florida
– -$204K -2,385 Closed
VC
1741
Vicus Capital
Pennsylvania
– -$202K -2,371 Closed
WRPWM
1742
Werba Rubin Papier Wealth Management
California
– -$202K -2,371 Closed
DWP
1743
Daymark Wealth Partners
Ohio
– -$202K -2,367 Closed
HA
1744
HFG Advisors
Ohio
– -$201K -2,355 Closed
KS
1745
Karpas Strategies
Connecticut
– -$201K -2,351 Closed
RFM
1746
Royal Fund Management
Florida
– -$175K -2,044 Closed
SFCL
1747
Strengthening Families & Communities LLC
Massachusetts
– -$154K -1,798 Closed
SSG
1748
Summit Securities Group
New York
– -$145K -1,702 Closed
APW
1749
Austin Private Wealth
Texas
– -$125K -1,464 Closed
PO
1750
Private Ocean
California
– -$108K -1,268 Closed
67 68 69
70
71