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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 %
MHC
451
Meyer Handelman Company
New York
$4.94M -$282K -3,300 -5%
HT
452
Heritage Trust
Oklahoma
$4.92M +$45.4K +532 +0.9%
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$4.91M -$14.5M -170,182 -75%
YIA
454
YHB Investment Advisors
Connecticut
$4.91M -$1.2M -14,107 -20%
KAS
455
Kestra Advisory Services
Texas
$4.87M -$171K -1,997 -3%
GA
456
Geller Advisors
New York
$4.86M +$4.4M +51,578 +963%
TC
457
TownSquare Capital
Utah
$4.86M +$671K +7,859 +16%
MLICM
458
Metropolitan Life Insurance Company (MetLife)
New York
$4.85M -$142K -1,667 -3%
SCA
459
Sandy Cove Advisors
Massachusetts
$4.84M -$512K -5,997 -10%
DCM
460
Donaldson Capital Management
Indiana
$4.8M -$53.6K -628 -1%
PWP
461
Private Wealth Partners
California
$4.79M +$283K +3,309 +6%
Federated Hermes
462
Federated Hermes
Pennsylvania
$4.79M +$651K +7,621 +16%
PCA
463
Providence Capital Advisors
North Carolina
$4.77M +$777K +9,100 +19%
FIA
464
Foundations Investment Advisors
Arizona
$4.69M +$931K +10,905 +25%
ERWM
465
Elk River Wealth Management
Colorado
$4.68M -$194K -2,277 -4%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63M +$1.71M +19,986 +58%
CCMT
467
CMT Capital Markets Trading
Germany
$4.57M +$4.57M +53,500 New
CI
468
CX Institutional
Indiana
$4.57M +$1.2M +14,096 +36%
LSWM
469
Lorne Steinberg Wealth Management
Canada
$4.55M -$29K -340 -0.6%
TRCT
470
Tower Research Capital (TRC)
New York
$4.52M +$2.36M +27,660 +109%
IFAM
471
Institutional & Family Asset Management
Colorado
$4.44M -$23.1K -270 -0.5%
AIP
472
Ameritas Investment Partners
Nebraska
$4.44M -$1.14M -13,407 -21%
CIG
473
Consolidated Investment Group
Colorado
$4.41M – – –
AWM
474
Axxcess Wealth Management
California
$4.38M +$1.98M +23,169 +82%
CNBT
475
Canandaigua National Bank & Trust
New York
$4.36M -$93.7K -1,097 -2%
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