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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 %
HWAM
551
Hennion & Walsh Asset Management
New Jersey
$3.12M +$496K +5,811 +19%
GT
552
Greenleaf Trust
Michigan
$3.08M -$256K -3,000 -8%
AIMC
553
Alley Investment Management Company
Illinois
$3.08M – – –
QCM
554
Quantinno Capital Management
New York
$3.07M +$359K +4,202 +13%
SFI
555
Siemens Fonds Invest
Germany
$3.07M – – –
FCBT
556
First Citizens Bank & Trust
North Carolina
$3.04M -$124K -1,456 -4%
WIS
557
Wright Investors Service
Connecticut
$3.01M -$275K -3,216 -8%
LSAG
558
Lake Street Advisors Group
New Hampshire
$3.01M +$1.48M +17,350 +97%
XWM
559
Xcel Wealth Management
Florida
$3M +$81.1K +950 +3%
HIP
560
HUB Investment Partners
Texas
$2.96M +$272K +3,188 +10%
BC
561
Burney Company
Virginia
$2.94M -$7.06M -82,685 -71%
VNIM
562
Vaughan Nelson Investment Management
Texas
$2.93M -$260K -3,045 -8%
ECM
563
Everence Capital Management
Indiana
$2.89M – – –
BCWM
564
Bartlett & Co Wealth Management
Ohio
$2.89M +$2.4M +28,125 +496%
BC
565
Bartlett & Co
Ohio
$2.89M +$2.4M +28,125 +496%
PWMG
566
Pinnacle Wealth Management Group
Michigan
$2.87M -$34.2K -400 -1%
CTI
567
Community Trust & Investment
Kentucky
$2.82M +$158K +1,850 +6%
CHC
568
City Holding Co
West Virginia
$2.79M +$36.7K +430 +1%
CS
569
Comerica Securities
Michigan
$2.78M -$123K -1,441 -4%
GWM
570
Geneos Wealth Management
Colorado
$2.78M +$144K +1,691 +5%
OAM
571
Occidental Asset Management
California
$2.78M +$104K +1,221 +4%
USAA
572
United Services Automobile Association
Texas
$2.77M +$25.3K +296 +0.9%
IWC
573
Integrated Wealth Concepts
Massachusetts
$2.76M +$862K +10,098 +45%
RWM
574
Ritholtz Wealth Management
New York
$2.76M +$289K +3,387 +12%
GCA
575
Greenwood Capital Associates
South Carolina
$2.74M +$2.74M +32,105 New
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