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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 %
O
576
Ossiam
France
$2.74M -$10.6M -124,141 -79%
BFPW
577
BOK Financial Private Wealth
Colorado
$2.73M -$322K -3,775 -11%
KIA
578
KCM Investment Advisors
California
$2.72M -$139K -1,631 -5%
MYLI
579
Meiji Yasuda Life Insurance
Japan
$2.7M +$49.1K +575 +2%
VanEck Associates
580
VanEck Associates
New York
$2.69M -$15.7K -184 -0.6%
TCA
581
Transcend Capital Advisors
New Jersey
$2.65M -$341K -3,995 -11%
KFP
582
KMG Fiduciary Partners
Ohio
$2.63M +$175K +2,054 +7%
HI
583
Hoey Investments
Pennsylvania
$2.6M -$125K -1,463 -5%
CW
584
Connectus Wealth
Ohio
$2.6M -$3.77M -44,195 -59%
PAM
585
Palisade Asset Management
Minnesota
$2.59M +$47.9K +561 +2%
VIM
586
Vinva Investment Management
Australia
$2.58M -$830K -9,742 -24%
M1FG
587
Mach-1 Financial Group
Arkansas
$2.58M +$2.19M +25,606 +561%
CAM
588
Carret Asset Management
New York
$2.56M +$76.6K +897 +3%
GFA
589
Gifford Fong Associates
California
$2.56M – – –
CM
590
Crestline Management
Texas
$2.56M +$854K +10,000 +50%
JFG
591
Jefferies Financial Group
New York
$2.56M +$839K +9,820 +49%
PI
592
PFS Investments
Georgia
$2.53M +$150K +1,762 +6%
AJ
593
Ashburton (Jersey)
Jersey
$2.52M +$940K +11,009 +60%
USCWA
594
U.S. Capital Wealth Advisors
Texas
$2.5M -$43.8K -513 -2%
RPSA
595
Richard P. Slaughter Associates
Texas
$2.5M +$16.1K +188 +0.6%
SP
596
Symmetry Partners
Connecticut
$2.5M -$171K -1,999 -6%
VI
597
Vestcor Inc
New Brunswick, Canada
$2.48M -$118K -1,378 -5%
FM
598
Foster & Motley
Ohio
$2.45M +$939 +11 +0%
ASN
599
Advisory Services Network
Georgia
$2.45M +$281K +3,295 +13%
AIMCA
600
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.43M – – –
22 23
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