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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
$488M
2
Boston Partners
Boston Partners
Massachusetts
$478M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.92B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.31B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$586M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.92B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.68B
4
BlackRock
BlackRock
New York
$7.16B
5
State Street
State Street
Massachusetts
$9.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
1751
Fairfield, Bush & Co
Connecticut
– -$106K -1,240 Closed
TFP
1752
Tilia Fiduciary Partners
North Carolina
– -$82.2K -963 Closed
PIAS
1753
PCA Investment Advisory Services
Ohio
– -$71.5K -837 Closed
ODG
1754
O'Dell Group
Ohio
– -$65.4K -766 Closed
CWA
1755
Clearview Wealth Advisors
Oregon
– -$64.8K -759 Closed
HS
1756
Horan Securities
United States
– -$64.8K -759 Closed
WP
1757
WealthPLAN Partners
Nebraska
– -$51.5K -603 Closed
ARS
1758
Adirondack Retirement Specialists
New York
– -$45.4K -532 Closed
BAM
1759
Bosun Asset Management
Illinois
– -$25.6K -300 Closed
KI
1760
Kapitalo Investimentos
Brazil
– -$25.1K -294 Closed
OIS
1761
Okabena Investment Services
Minnesota
– -$21.9K -257 Closed
BC
1762
Belmont Capital
California
– -$20.3K -238 Closed
WCM
1763
Wunderlich Capital Managemnt
Tennessee
– -$20K -233 Closed
WAM
1764
Worth Asset Management
Texas
– -$16.3K -191 Closed
OPTFSNA
1765
Old Point Trust & Financial Services N A
Virginia
– -$10.2K -119 Closed
IGWM
1766
ICA Group Wealth Management
Colorado
– -$9K -105 Closed
LWA
1767
Lowe Wealth Advisors
Maryland
– -$8.54K -100 Closed
DI
1768
Disciplined Investments
Oklahoma
– -$6.15K -72 Closed
RG
1769
Retirement Group
California
– -$4.95K -58 Closed
NRG
1770
Nemes Rush Group
Michigan
– -$4.27K -50 Closed
Marshall Wace
1771
Marshall Wace
United Kingdom
– -$854 -10 Closed
SF
1772
Safeguard Financial
Wisconsin
– -$1K -7 Closed
67 68 69 70
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