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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 %
SPIA
526
Steward Partners Investment Advisory
New York
$3.43M -$142K -1,660 -4%
AC
527
Asio Capital
Kentucky
$3.39M +$14.6K +171 +0.4%
ECU
528
Eisler Capital (UK)
United Kingdom
$3.34M -$44.7M -523,629 -93%
EGM
529
Engineers Gate Manager
New York
$3.31M +$2.11M +24,761 +177%
AWS
530
Atria Wealth Solutions
New York
$3.31M +$26.2K +307 +0.8%
BPA
531
Beacon Pointe Advisors
California
$3.31M -$472K -5,525 -12%
GQG Partners
532
GQG Partners
Florida
$3.29M +$3.29M +38,519 New
MNBTD
533
Moody National Bank Trust Division
Texas
$3.28M +$29.5K +345 +0.9%
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$3.28M -$187K -2,187 -5%
Wolverine Trading
535
Wolverine Trading
Illinois
$3.27M +$2.37M +27,854 +266%
FNBOO
536
First National Bank of Omaha
Nebraska
$3.25M -$1.03M -12,011 -24%
UFG
537
United Fire Group
Iowa
$3.25M – – –
TSW
538
Thompson Siegel & Walmsley
Virginia
$3.25M – – –
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$3.24M +$66.9K +783 +2%
KJHP
540
K.J. Harrison & Partners
Ontario, Canada
$3.24M +$709K +8,336 +28%
VMPIC
541
Varma Mutual Pension Insurance Co
Finland
$3.23M -$1.19M -13,894 -27%
HWM
542
HB Wealth Management
Georgia
$3.21M -$98.8K -1,157 -3%
RJT
543
Raymond James Trust
Florida
$3.2M +$88.4K +1,035 +3%
DIA
544
Dana Investment Advisors
Wisconsin
$3.2M -$183K -2,144 -5%
PP
545
Patten & Patten
Tennessee
$3.18M +$80.1K +938 +3%
AGC
546
Aspen Grove Capital
Colorado
$3.16M +$91.8K +1,075 +3%
MPM
547
Meritage Portfolio Management
Kansas
$3.14M +$160K +1,879 +5%
LM
548
Lincluden Management
Ontario, Canada
$3.13M +$3.08K +36 +0.1%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$3.12M -$77.8K -911 -2%
SWM
550
Sculati Wealth Management
Michigan
$3.12M -$36.7K -430 -1%
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