MS icon

Morgan Stanley

1,673 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, 666 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less capital invested

Capital invested by funds: $124B → $119B (-$5.93B)

1.91% less ownership

Funds ownership: 85.02%83.11% (-1.9%)

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
1,673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.71B
Puts
$2.55B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$670M
27
$649M
28
$626M
29
$613M
30
$567M
31
$521M
32
$504M
33
$491M
34
$452M
35
$412M
36
$323M
37
$308M
38
$287M
39
$283M
40
$280M
41
$279M
42
$274M
43
$267M
44
$261M
45
$252M
46
$249M
47
$238M
48
$224M
49
$224M
50
$219M