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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 %
MFG
676
Merit Financial Group
Georgia
$1.77M +$113K +1,318 +7%
BONH
677
Bank of New Hampshire
New Hampshire
$1.76M -$8.54K -100 -0.5%
AF
678
Arrow Financial
New York
$1.75M -$104K -1,214 -6%
CIA
679
Capital Investment Advisors
Georgia
$1.75M -$57.8K -677 -3%
CG
680
Caprock Group
Idaho
$1.73M +$53.4K +625 +3%
VT
681
Vise Technologies
New York
$1.73M +$13.6K +159 +0.8%
SLI
682
Sumitomo Life Insurance
Japan
$1.73M -$147K -1,722 -8%
PWM
683
Perigon Wealth Management
California
$1.73M -$84.6K -991 -5%
HIC
684
Hartline Investment Corp
Illinois
$1.72M +$1.02M +11,994 +147%
HCA
685
Harbor Capital Advisors
Illinois
$1.72M – – –
AWM
686
Ameliora Wealth Management
Switzerland
$1.71M -$12.8K -150 -0.7%
BCM
687
Brasada Capital Management
Texas
$1.7M -$19K -222 -1%
CA
688
CoreCap Advisors
Michigan
$1.7M +$1.7M +19,901 New
LIM
689
Leavell Investment Management
Alabama
$1.7M +$79K +925 +5%
IA
690
IFG Advisory
Georgia
$1.69M -$4.36K -51 -0.3%
FFM
691
Forum Financial Management
Illinois
$1.69M +$92.2K +1,080 +6%
P
692
Pitcairn
Pennsylvania
$1.69M -$30.4K -356 -2%
PA
693
Procyon Advisors
Connecticut
$1.65M -$49.9K -584 -3%
BIM
694
Baldwin Investment Management
Pennsylvania
$1.65M -$38.4K -450 -2%
MOS
695
MGO One Seven
Ohio
$1.64M -$507K -5,939 -24%
Kovitz Investment Group Partners
696
Kovitz Investment Group Partners
Illinois
$1.63M +$8.11K +95 +0.5%
TAM
697
Tocqueville Asset Management
New York
$1.62M -$1.84M -21,505 -53%
HIA
698
Harvest Investment Advisors
Florida
$1.62M -$6.41K -75 -0.4%
DEA
699
DoubleLine ETF Adviser
Florida
$1.62M -$8.71K -102 -0.5%
MYAM
700
Meiji Yasuda Asset Management
Japan
$1.62M -$12.7K -149 -0.8%
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