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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 %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.17M -$94.2K -1,103 -4%
CBOR
627
Community Bank of Raymore
Missouri
$2.16M +$511K +5,980 +31%
GDP
628
Great Diamond Partners
Maine
$2.16M +$52.5K +615 +2%
BIP
629
Bouvel Investment Partners
Pennsylvania
$2.14M +$2.14M +25,051 New
FSA
630
Franklin Street Advisors
North Carolina
$2.14M +$2.14M +25,000 New
ACM
631
Advent Capital Management
New York
$2.14M +$2.14M +25,000 New
EF
632
Empowered Funds
Pennsylvania
$2.11M +$130K +1,519 +7%
EST
633
EA Series Trust
Pennsylvania
$2.11M +$2.11M +24,669 New
TMAM
634
Tokio Marine Asset Management
Japan
$2.09M +$59.6K +698 +3%
GWM
635
Greenwich Wealth Management
Connecticut
$2.09M -$16.8K -197 -0.8%
SFS
636
Sowell Financial Services
Arkansas
$2.09M +$728K +8,527 +54%
HWA
637
HCR Wealth Advisors
California
$2.08M +$10.7K +125 +0.5%
PAS
638
Park Avenue Securities
New York
$2.06M +$212K +2,481 +11%
MAS
639
Meeder Advisory Services
Ohio
$2.06M -$114K -1,337 -5%
SC
640
Stolper & Co
Oklahoma
$2.05M +$32.3K +378 +2%
ACP
641
Arcus Capital Partners
Georgia
$2.01M – – –
AWM
642
Apollon Wealth Management
South Carolina
$2.01M +$105K +1,226 +5%
PI
643
PGGM Investments
Netherlands
$2M -$1.54M -18,061 -44%
ATPW
644
Ashton Thomas Private Wealth
Arizona
$2M +$208K +2,432 +12%
FTDI
645
First Trust Direct Indexing
Massachusetts
$1.99M -$13.9K -163 -0.7%
GAM
646
Griffin Asset Management
New York
$1.99M -$26K -305 -1%
UAS
647
United Asset Strategies
New York
$1.99M +$14.7K +172 +0.7%
TH
648
TCTC Holdings
Texas
$1.98M – – –
SIC
649
Salem Investment Counselors
North Carolina
$1.98M +$51.8K +606 +3%
RFC
650
Regions Financial Corp
Alabama
$1.98M +$43.8K +513 +2%
24 25
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