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Morgan Stanley
MS

Overview Fund Activity

1,652 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, 620 reducing their positions, and 118 closing their positions.

Holders
1,652
Holders Change
-19
Holders Change %
-1.14%
% of All Funds
26.35%
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
620
Closed
118
Calls
$2.92B
Puts
$2.83B
Net Calls
+$91.6M
Net Calls Change
-$73M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$488M
2
Boston Partners
2
Boston Partners
Massachusetts
$478M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.92B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.31B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$224M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$586M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.68B
4
BlackRock
4
BlackRock
New York
$7.16B
5
State Street
5
State Street
Massachusetts
$9.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$30.8B 377,085,167 – –
State Street
2
State Street
Massachusetts
$9.13B 111,790,911 -2,733,607 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.95B 109,646,393 -1,207,713 -1%
BlackRock
4
BlackRock
New York
$7.16B 87,625,023 -3,010,570 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.31B 52,713,950 +2,902,571 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.68B 32,819,616 -3,443,650 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.92B 23,620,478 -5,538 -0%
Bank of America
8
Bank of America
North Carolina
$1.92B 23,499,615 -175,354 -0.7%
Capital Research Global Investors
9
Capital Research Global Investors
California
$1.92B 23,488,751 -4,584,264 -16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.92B 23,474,452 +4,098,577 +21%
Capital International Investors
11
Capital International Investors
California
$1.85B 22,633,897 -1,829,546 -7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.74B 21,257,070 -1,941,466 -8%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.61B 19,733,279 -182,649 -0.9%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.6B 19,622,118 -697,756 -3%
Ameriprise
15
Ameriprise
Minnesota
$1.39B 16,994,546 -916,833 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.24B 15,222,502 -652,176 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.07B 13,159,271 +415,531 +3%
Northern Trust
18
Northern Trust
Illinois
$1.07B 13,107,965 +277,909 +2%
Goldman Sachs
19
Goldman Sachs
New York
$1.02B 12,431,951 +1,302,699 +12%
Franklin Resources
20
Franklin Resources
California
$942M 11,533,381 +346,006 +3%
Norges Bank
21
Norges Bank
Norway
$818M 10,021,961 -498,474 -5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$751M 9,192,232 -560,887 -6%
Legal & General Group
23
Legal & General Group
United Kingdom
$691M 8,464,847 -373,726 -4%
Charles Schwab
24
Charles Schwab
California
$684M 8,437,777 -19,622 -0.2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$660M 8,082,128 +483,859 +6%
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