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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 %
LNC
501
Lincoln National Corp
Pennsylvania
$3.79M +$294K +3,474 +8%
IMCOOI
502
Investment Management Corp of Ontario (IMCO)
Canada
$3.78M +$665K +7,787 +21%
TL
503
Tradewinds LLC
North Carolina
$3.77M +$148K +1,731 +4%
VC
504
Vestor Capital
Illinois
$3.75M -$21.4K -251 -0.6%
AHC
505
Adell Harriman & Carpenter
Texas
$3.72M +$144K +1,670 +4%
JWM
506
Jupiter Wealth Management
Colorado
$3.72M +$8.63K +101 +0.2%
APG Asset Management
507
APG Asset Management
Netherlands
$3.69M -$250K -3,200 -6%
CC
508
Cipher Capital
New York
$3.68M +$3.68M +43,069 New
EF
509
Empirical Finance
Pennsylvania
$3.66M +$371K +4,344 +11%
PA
510
Parallel Advisors
California
$3.66M +$33.7K +395 +0.9%
MFA
511
Mayflower Financial Advisors
Massachusetts
$3.65M -$3.93K -46 -0.1%
HNB
512
Huntington National Bank
Ohio
$3.63M +$73.2K +857 +2%
Lazard Asset Management
513
Lazard Asset Management
New York
$3.6M -$2.26M -26,452 -39%
CFP
514
Cypress Financial Planning
New Jersey
$3.59M -$10.5K -121 -0.3%
VAS
515
Vestmark Advisory Solutions
Massachusetts
$3.56M -$218K -2,558 -6%
KWA
516
KCS Wealth Advisory
California
$3.55M +$34.2K +400 +1%
LW
517
Linscomb Wealth
Texas
$3.54M +$52.4K +613 +2%
SYBT
518
Stock Yards Bank & Trust
Kentucky
$3.54M -$15K -176 -0.4%
RAM
519
Roanoke Asset Management
New Jersey
$3.53M – – –
V
520
Veritable
Delaware
$3.53M +$40.7K +476 +1%
SF
521
Summit Financial
New Jersey
$3.52M +$2.36M +27,634 +203%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M +$1.88K +22 +0.1%
SPC
523
Sigma Planning Corp
Michigan
$3.5M -$435K -5,098 -11%
CI
524
Carroll Investors
South Carolina
$3.46M +$162K +1,899 +5%
IAA
525
Independent Advisor Alliance
North Carolina
$3.44M +$492K +5,763 +17%
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