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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 %
LI
601
LMCG Investments
Massachusetts
$2.42M -$47.5K -556 -2%
S
602
SignatureFD
Georgia
$2.42M +$112K +1,306 +5%
VF
603
Virtu Financial
New York
$2.38M -$222K -2,598 -9%
SW
604
SteelPeak Wealth
California
$2.38M +$2.38M +27,817 New
UHC
605
Union Heritage Capital
Michigan
$2.37M – – –
CT
606
Coastline Trust
Rhode Island
$2.34M -$305K -3,569 -12%
NIM
607
Northeast Investment Management
Massachusetts
$2.33M -$346K -4,054 -13%
GF
608
Gries Financial
Ohio
$2.33M -$12.9K -151 -0.5%
LD
609
Lipe & Dalton
New York
$2.33M -$70.3K -823 -3%
CANC
610
Culbertson A N & Co
Virginia
$2.32M +$16.2K +190 +0.7%
SCP
611
Shorepoint Capital Partners
Massachusetts
$2.32M +$2.32M +27,163 New
DCM
612
Dimension Capital Management
Florida
$2.3M – – –
BFG
613
Bleakley Financial Group
New Jersey
$2.26M -$147K -1,724 -6%
VVP
614
Venture Visionary Partners
Ohio
$2.26M +$68.9K +807 +3%
SC
615
Savant Capital
Illinois
$2.26M +$208K +2,436 +10%
SS
616
Simplicity Solutions
Minnesota
$2.26M -$1.82M -21,369 -45%
WJWM
617
Williams Jones Wealth Management
New York
$2.23M -$1.13M -13,239 -34%
SFA
618
Sequoia Financial Advisors
Ohio
$2.23M +$120K +1,402 +6%
HAIM
619
Hunter Associates Investment Management
Pennsylvania
$2.23M -$42K -491 -2%
EH
620
Equitable Holdings
New York
$2.23M +$574K +6,724 +35%
ADIM
621
Alpha DNA Investment Management
Maryland
$2.21M +$528K +6,186 +31%
DBT
622
Dubuque Bank & Trust
Iowa
$2.2M -$78.9K -924 -3%
TYCC
623
Texas Yale Capital Corp
Florida
$2.19M +$78.6K +920 +4%
NLP
624
Next Level Private
New York
$2.19M – – –
HFG
625
Heron Financial Group
New York
$2.17M +$8.71K +102 +0.4%
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25
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