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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 %
TCA
476
Trifecta Capital Advisors
Illinois
$4.34M +$50K +585 +1%
HCMT
477
Highland Capital Management (Tennessee)
Tennessee
$4.32M +$28.2K +330 +0.7%
DCM
478
Dupont Capital Management
Delaware
$4.27M +$608K +7,115 +17%
MGP
479
Metis Global Partners
California
$4.21M +$53.4K +625 +1%
FHB
480
First Hawaiian Bank
Hawaii
$4.21M -$57.5K -673 -1%
First Manhattan
481
First Manhattan
New York
$4.2M +$192K +2,248 +5%
CWG
482
Cornerstone Wealth Group
North Carolina
$4.15M +$46.1K +540 +1%
PWMAG
483
Pinnacle Wealth Management Advisory Group
New Jersey
$4.14M -$253K -2,968 -6%
Nomura Holdings
484
Nomura Holdings
Japan
$4.13M +$3.54M +41,474 +607%
CS
485
Clear Street
New York
$4.09M +$4.09M +47,900 New
GFG
486
Greystone Financial Group
Michigan
$4.08M +$4.08M +47,754 New
WI
487
Wintrust Investments
Illinois
$4.02M -$161K -1,889 -4%
KRSITF
488
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.99M +$23.5K +275 +0.6%
IMC Chicago
489
IMC Chicago
Illinois
$3.98M +$3.98M +46,660 New
PFO
490
Pathstone Family Office
New Jersey
$3.94M -$1.35M -15,785 -26%
JWM
491
Jackson Wealth Management
Florida
$3.94M +$3.94M +46,082 New
CTC
492
Central Trust Company
Missouri
$3.9M -$487K -5,703 -11%
SQA
493
Simon Quick Advisors
New Jersey
$3.9M +$2.56K +30 +0.1%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$3.89M -$108K -1,260 -3%
RCM
495
RNC Capital Management
California
$3.87M -$349K -4,087 -8%
LFAS
496
Level Four Advisory Services
Texas
$3.87M +$144K +1,685 +4%
N
497
Natixis
France
$3.84M -$3.35M -39,246 -47%
SW
498
SkyOak Wealth
Michigan
$3.8M -$79.8K -935 -2%
JIC
499
Joel Isaacson & Co
New York
$3.79M +$3.07K +36 +0.1%
EW
500
Evexia Wealth
Wisconsin
$3.79M +$140K +1,478 +4%
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