MS icon

Morgan Stanley
MS

Overview Fund Activity

1,577 hedge funds and large institutions have $149B invested in Morgan Stanley in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 659 reducing their positions, and 74 closing their positions.

Holders
1,577
Holders Change
+41
Holders Change %
+2.67%
% of All Funds
27.7%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.12%
New
134
Increased
550
Reduced
659
Closed
74
Calls
$2.57B
Puts
$4.82B
Net Calls
-$2.26B
Net Calls Change
-$1.39B

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$930M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$513M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.15B
4
Goldman Sachs
4
Goldman Sachs
New York
$917M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.95B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.09B
2
BlackRock
2
BlackRock
New York
$11B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.21B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$39.3M
5
Franklin Resources
5
Franklin Resources
California
$480M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$36.7B 377,085,167 – –
State Street
2
State Street
Massachusetts
$12.4B 127,805,645 -1,888,387 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5B 118,588,683 -2,040,907 -2%
BlackRock
4
BlackRock
New York
$11B 113,197,098 -7,328,049 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.21B 53,543,625 -4,786,484 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.19B 43,032,639 -1,556,071 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.15B 42,695,321 +4,477,785 +12%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$4.09B 42,013,266 -10,814,433 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.3B 23,667,279 -452,962 -2%
Bank of America
10
Bank of America
North Carolina
$2.25B 23,097,353 +1,122,216 +5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.95B 19,989,339 +1,668,662 +9%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$1.84B 18,863,212 +1,174,567 +7%
Norges Bank
13
Norges Bank
Norway
$1.62B 16,600,366 -1,966,870 -11%
Ameriprise
14
Ameriprise
Minnesota
$1.59B 16,341,611 -1,125,178 -6%
Northern Trust
15
Northern Trust
Illinois
$1.47B 15,157,263 -1,629,463 -10%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.46B 15,010,646 -479,253 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.38B 14,133,386 +1,229,381 +10%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$1.29B 13,302,591 -673,859 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.12B 11,505,673 -92,970 -0.8%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.06B 10,621,064 -243,734 -2%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$998M 10,251,695 +921,218 +10%
Fisher Asset Management
22
Fisher Asset Management
Washington
$971M 9,973,831 +231,534 +2%
Primecap Management
23
Primecap Management
California
$955M 9,814,035 -229,938 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$938M 9,642,588 +204,126 +2%
Capital Research Global Investors
25
Capital Research Global Investors
California
$930M 9,552,799 +8,786,406 +1,146%
1
2 3 4 5