MS icon

Morgan Stanley
MS

Overview Fund Activity

1,672 hedge funds and large institutions have $119B invested in Morgan Stanley in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 639 increasing their positions, 665 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,672
Holders Change
+13
Holders Change %
+0.78%
% of All Funds
26.37%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.33%
New
125
Increased
639
Reduced
665
Closed
102
Calls
$2.71B
Puts
$2.55B
Net Calls
+$165M
Net Calls Change
+$40.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$304M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$163M
3
Jane Street
Jane Street
New York
+$153M
4
Ameriprise
Ameriprise
Minnesota
+$133M
5
Goldman Sachs
Goldman Sachs
New York
+$132M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.63B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$652M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$372M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
301
Argent Trust Co
Tennessee
$11.7M +$750K +8,777 +7%
FNBT
302
FineMark National Bank & Trust
Florida
$11.6M +$62.2K +728 +0.5%
NAM
303
Nissay Asset Management
Japan
$11.6M -$297K -3,474 -2%
FMLI
304
Fukoku Mutual Life Insurance
Japan
$11.5M – – –
HW
305
Hancock Whitney
Mississippi
$11.3M +$8.45M +98,956 +296%
ECG
306
Edge Capital Group
Georgia
$11.2M +$300K +3,508 +3%
EAM
307
Erste Asset Management
Austria
$11.2M -$3.87M -45,373 -26%
EMPI
308
Elo Mutual Pension Insurance
Finland
$11.2M +$2.52M +29,513 +29%
TCM
309
Telos Capital Management
California
$11.1M +$51.8K +607 +0.5%
MAM
310
Mark Asset Management
New York
$11M -$2.16M -25,327 -16%
PCH
311
Polar Capital Holdings
United Kingdom
$10.9M +$1.57M +18,419 +17%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$10.9M +$1.79M +20,980 +20%
Wealthfront Advisers
313
Wealthfront Advisers
California
$10.8M -$1.36M -15,964 -11%
GIBU
314
Gulf International Bank (UK)
United Kingdom
$10.8M -$3.45M -40,346 -24%
CII
315
Capital International Inc
California
$10.6M +$1.91M +22,409 +22%
Brown Advisory
316
Brown Advisory
Maryland
$10.6M +$923K +10,810 +10%
EI
317
Ethic Inc
New York
$10.4M -$154K -1,808 -1%
NB
318
Norinchukin Bank
Japan
$10.4M +$3.85M +45,115 +59%
GIM
319
Grassi Investment Management
California
$10.3M -$145K -1,700 -1%
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$10.3M -$523K -6,119 -5%
CCM
321
Cinctive Capital Management
New York
$9.98M +$9.98M +116,862 New
FAM
322
Fred Alger Management
New York
$9.73M – – –
BCIM
323
British Columbia Investment Management
British Columbia, Canada
$9.68M +$19K +222 +0.2%
Winslow Capital Management
324
Winslow Capital Management
Minnesota
$9.65M -$67.5K -790 -0.7%
BCI
325
Brinker Capital Investments
Pennsylvania
$9.55M -$570K -6,670 -6%
11 12
13
14 15